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Western Union

475 hedge funds and large institutions have $3.94B invested in Western Union in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 151 increasing their positions, 185 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $20.6M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.93% less ownership

Funds ownership: 98.2%94.27% (-3.9%)

6% less funds holding

Funds holding: 505475 (-30)

18% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 185

24% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 92

24% less capital invested

Capital invested by funds: $5.18B → $3.94B (-$1.24B)

Holders
475
Holders Change
-30
Holders Change %
-5.94%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
70
Increased
151
Reduced
185
Closed
92
Calls
$45.1M
Puts
$20.6M
Net Calls
+$24.5M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
426
BOK Financial
Oklahoma
$5.04K -$451K -34,615 -99%
Bessemer Group
427
Bessemer Group
New Jersey
$5K +$625 +48 +12%
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$4.67K +$5.13K +394 +1,576%
AssetMark Inc
429
AssetMark Inc
California
$4.63K -$273 -21 -5%
IGWM
430
ICA Group Wealth Management
Colorado
$4.59K
SSB
431
Sandy Spring Bank
Maryland
$4.25K -$16.3K -1,253 -77%
FWM
432
Focused Wealth Management
New York
$3.92K +$91 +7 +2%
NSG
433
Nalls Sherbakoff Group
Tennessee
$3.86K +$4.56K +350 New
ANBT
434
American National Bank & Trust
Texas
$3.35K -$815K -62,643 -100%
VCM
435
Versant Capital Management
Arizona
$3.15K +$3.68K +283 New
WBC
436
West Branch Capital
Massachusetts
$3.08K
ADL
437
Asset Dedication LLC
California
$3K
SC
438
SouthState Corp
Florida
$2.74K
EARNEST Partners
439
EARNEST Partners
Georgia
$2.45K
JWA
440
JFS Wealth Advisors
Pennsylvania
$2.36K +$716 +55 +35%
JMF
441
Johnson Midwest Financial
Iowa
$2.23K
OIA
442
Optimum Investment Advisors
Illinois
$2.23K
WB
443
Webster Bank
Connecticut
$2.23K
GWSG
444
GPS Wealth Strategies Group
Colorado
$2.23K +$2.6K +200 New
ME
445
McIlrath & Eck
Washington
$2.16K
BIA
446
Bell Investment Advisors
California
$2.13K +$208 +16 +9%
HI
447
Harbour Investments
Wisconsin
$2.08K
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$1.78K -$234 -18 -10%
LSA
449
Lansing Street Advisors
Pennsylvania
$1.66K +$39 +3 +2%
SC
450
Schubert & Co
Texas
$1.55K +$716 +55 +65%

WU Hedge Fund Activity: Q1 2023 in Review

475 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2023, worth a combined $3.94B — down 24% from $5.18B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of WU and 70 opened new positions — a net loss of 22 holders — while 185 trimmed existing stakes and 151 added.

The largest buyer was Citadel Advisors, adding an estimated $133M. The largest seller was BlackRock, cutting an estimated $303M.

  • 475 institutional investors held Western Union (WU) as of Q1 2023, down from 505 in Q4 2022.
  • Funds reported $3.94B of Western Union stock for Q1 2023, down 24% quarter-over-quarter.
  • 70 funds opened new Western Union positions in Q1 2023 and 92 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q1 2023 was Citadel Advisors, an estimated $133M added.
  • The largest Western Union seller in Q1 2023 was BlackRock, an estimated $303M sold.

Based on aggregated 13F filings for Q1 2023.