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Western Union

463 hedge funds and large institutions have $3.83B invested in Western Union in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 46

22% more call options, than puts

Call options by funds: $21M | Put options by funds: $17.2M

6% more funds holding

Funds holding: 435463 (+28)

0.14% more ownership

Funds ownership: 88.06%88.2% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less capital invested

Capital invested by funds: $4.37B → $3.83B (-$540M)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 176

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
6.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
80
Increased
140
Reduced
176
Closed
46
Calls
$21M
Puts
$17.2M
Net Calls
+$3.78M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
426
American National Bank & Trust
Texas
$3.58K
CB
427
Centennial Bank
Arkansas
$3.53K -$47.3K -3,879 -93%
WBC
428
West Branch Capital
Massachusetts
$3.29K
AAP
429
Arax Advisory Partners
Colorado
$3.26K +$61 +5 +2%
GRP
430
Global Retirement Partners
California
$3.13K +$2.77K +227 +783%
SRCM
431
Signature Resources Capital Management
California
$3.03K +$3.1K +254 New
Bessemer Group
432
Bessemer Group
New Jersey
$3K -$10.8K -884 -76%
SSB
433
Sandy Spring Bank
Maryland
$2.54K -$2.05K -168 -44%
GWSG
434
GPS Wealth Strategies Group
Colorado
$2.38K
WB
435
Webster Bank
Connecticut
$2.38K
RS
436
Rakuten Securities
Japan
$2.38K +$2.44K +200 New
ME
437
McIlrath & Eck
Washington
$2.31K
JWA
438
JFS Wealth Advisors
Pennsylvania
$2.18K
CSC
439
Caldwell Sutter Capital
California
$2.09K
Loomis, Sayles & Company
440
Loomis, Sayles & Company
Massachusetts
$2K -$6.42K -526 -72%
SWM
441
Spire Wealth Management
Virginia
$1.91K -$1.83K -150 -49%
LF
442
Lee Financial
Texas
$1.81K +$1.85K +152 New
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$1.55K
KFS
444
Kelly Financial Services
Massachusetts
$1.19K
MFT
445
Moisand Fitzgerald Tamayo
Florida
$1.19K
HGA
446
Hobbs Group Advisors
South Carolina
$1.19K +$1.22K +100 New
AW
447
Avion Wealth
Texas
$1K
TFA
448
Transamerica Financial Advisors
Florida
$1K
FCA
449
FinTrust Capital Advisors
South Carolina
$787
BGAI
450
Bruce G. Allen Investments
Colorado
$787 +$805 +66 New

WU Hedge Fund Activity: Q4 2023 in Review

463 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2023, worth a combined $3.83B — down 12% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WU positions and 46 closed out — a net gain of 34 holders — while 140 added to existing stakes and 176 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Millennium Management, cutting an estimated $112M.

  • 463 institutional investors held Western Union (WU) as of Q4 2023, up from 435 in Q3 2023.
  • Funds reported $3.83B of Western Union stock for Q4 2023, down 12% quarter-over-quarter.
  • 80 funds opened new Western Union positions in Q4 2023 and 46 closed out, a net change of +34 holders.
  • The largest Western Union buyer in Q4 2023 was Morgan Stanley, an estimated $48M added.
  • The largest Western Union seller in Q4 2023 was Millennium Management, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.