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Western Union

463 hedge funds and large institutions have $3.96B invested in Western Union in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 152 increasing their positions, 180 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $16.8M

1% more capital invested

Capital invested by funds: $3.94B → $3.96B (+$19.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 475463 (-12)

4.05% less ownership

Funds ownership: 94.27%90.22% (-4%)

16% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 180

16% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 62

Holders
463
Holders Change
-12
Holders Change %
-2.53%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
52
Increased
152
Reduced
180
Closed
62
Calls
$29.4M
Puts
$16.8M
Net Calls
+$12.5M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
426
Asset Dedication LLC
California
$3K
SC
427
SouthState Corp
Florida
$2.89K
EARNEST Partners
428
EARNEST Partners
Georgia
$2.58K
CWP
429
Concord Wealth Partners
Virginia
$2.52K +$2.48K +215 New
GWSG
430
GPS Wealth Strategies Group
Colorado
$2.35K
JMF
431
Johnson Midwest Financial
Iowa
$2.35K
WB
432
Webster Bank
Connecticut
$2.35K
ME
433
McIlrath & Eck
Washington
$2.28K
HI
434
Harbour Investments
Wisconsin
$2.18K
JWA
435
JFS Wealth Advisors
Pennsylvania
$2.09K -$392 -34 -16%
CSC
436
Caldwell Sutter Capital
California
$2.05K +$2.02K +175 New
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$1.88K
LSA
438
Lansing Street Advisors
Pennsylvania
$1.78K +$35 +3 +2%
SWM
439
Spire Wealth Management
Virginia
$1.62K +$35 +3 +2%
SWA
440
Sutton Wealth Advisors
Florida
$1.54K
RI
441
Ridgewood Investments
New Jersey
$1.41K
KFS
442
Kelly Financial Services
Massachusetts
$1.17K
MFT
443
Moisand Fitzgerald Tamayo
Florida
$1.17K
WWP
444
WR Wealth Planners
Missouri
$1.17K
AAP
445
Arax Advisory Partners
Colorado
$1.09K +$1.07K +93 New
TFA
446
Transamerica Financial Advisors
Florida
$1K
FCA
447
FinTrust Capital Advisors
South Carolina
$909
TPCW
448
TD Private Client Wealth
New York
$856 +$841 +73 New
UB
449
UMB Bank
Missouri
$657
NC
450
NewSquare Capital
Pennsylvania
$650

WU Hedge Fund Activity: Q2 2023 in Review

463 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2023, worth a combined $3.96B — up 0.5% from $3.94B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WU and 52 opened new positions — a net loss of 10 holders — while 180 trimmed existing stakes and 152 added.

The largest buyer was AQR Capital Management, adding an estimated $53.3M. The largest seller was VanEck Associates, cutting an estimated $79.8M.

  • 463 institutional investors held Western Union (WU) as of Q2 2023, down from 475 in Q1 2023.
  • Funds reported $3.96B of Western Union stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 52 funds opened new Western Union positions in Q2 2023 and 62 closed out, a net change of -10 holders.
  • The largest Western Union buyer in Q2 2023 was AQR Capital Management, an estimated $53.3M added.
  • The largest Western Union seller in Q2 2023 was VanEck Associates, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2023.