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Western Union

435 hedge funds and large institutions have $4.37B invested in Western Union in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $13.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $3.96B → $4.37B (+$415M)

2.16% less ownership

Funds ownership: 90.22%88.06% (-2.2%)

6% less funds holding

Funds holding: 463435 (-28)

19% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 175

33% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 66

Holders
435
Holders Change
-28
Holders Change %
-6.05%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
44
Increased
141
Reduced
175
Closed
66
Calls
$25.3M
Puts
$13.9M
Net Calls
+$11.4M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
426
Transamerica Financial Advisors
Florida
$1K
FCA
427
FinTrust Capital Advisors
South Carolina
$870
SIC
428
SJS Investment Consulting
Ohio
$752 +$74 +6 +12%
NC
429
NewSquare Capital
Pennsylvania
$725
BF
430
BOK Financial
Oklahoma
$508
TAM
431
Tucker Asset Management
Colorado
$488
GRP
432
Global Retirement Partners
California
$383
CT
433
Colonial Trust
South Carolina
$225
SWA
434
SOA Wealth Advisors
New York
$75
OP
435
ORG Partners
Indiana
$7 -$61 -5 Closed
N
436
Natixis
France
-$11.7M -999,000 Closed
Arrowstreet Capital
437
Arrowstreet Capital
Massachusetts
-$11.4M -974,414 Closed
ECM
438
ExodusPoint Capital Management
New York
-$10.6M -900,072 Closed
HF
439
HRT Financial
New York
-$10M -853,760 Closed
CSS
440
Cubist Systematic Strategies
Connecticut
-$10.1M -821,360 Closed
Bank of Nova Scotia
441
Bank of Nova Scotia
Ontario, Canada
-$5.54M -472,218 Closed
TC
442
TwinBeech Capital
New York
-$4.54M -386,824 Closed
PMEF
443
Point72 Middle East FZE
United Arab Emirates
-$3.73M -318,173 Closed
Connor, Clark & Lunn Investment Management (CC&L)
444
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.71M -316,447 Closed
E
445
Ergoteles
New York
-$3.67M -312,680 Closed
AIMCA
446
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.42M -206,560 Closed
SLAM
447
Swiss Life Asset Management
-$2.14M -182,809 Closed
Jacobs Levy Equity Management
448
Jacobs Levy Equity Management
New Jersey
-$2.11M -180,187 Closed
GCP
449
GSA Capital Partners
United Kingdom
-$1.92M -164,015 Closed
CC
450
Centiva Capital
New York
-$1.72M -146,391 Closed

WU Hedge Fund Activity: Q3 2023 in Review

435 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2023, worth a combined $4.37B — up 10% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 44 opened new positions — a net loss of 22 holders — while 175 trimmed existing stakes and 141 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $46.8M. The largest seller was Marshall Wace, cutting an estimated $36.7M.

  • 435 institutional investors held Western Union (WU) as of Q3 2023, down from 463 in Q2 2023.
  • Funds reported $4.37B of Western Union stock for Q3 2023, up 10% quarter-over-quarter.
  • 44 funds opened new Western Union positions in Q3 2023 and 66 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q3 2023 was Contour Asset Management, an estimated $46.8M added.
  • The largest Western Union seller in Q3 2023 was Marshall Wace, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.