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Western Union

456 hedge funds and large institutions have $4.45B invested in Western Union in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 183 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $23M | Put options by funds: $12.8M

16% more capital invested

Capital invested by funds: $3.83B → $4.45B (+$621M)

5.01% more ownership

Funds ownership: 88.2%93.21% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

2% less funds holding

Funds holding: 463456 (-7)

24% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 183

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
6.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
139
Reduced
183
Closed
59
Calls
$23M
Puts
$12.8M
Net Calls
+$10.2M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
426
GPS Wealth Strategies Group
Colorado
$2.8K
WB
427
Webster Bank
Connecticut
$2.8K
ME
428
McIlrath & Eck
Washington
$2.71K
JWA
429
JFS Wealth Advisors
Pennsylvania
$2.56K
CSC
430
Caldwell Sutter Capital
California
$2.45K
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$1.82K
UB
432
UMB Bank
Missouri
$1.47K +$1.35K +105 New
RS
433
Rakuten Securities
Japan
$1.4K -$1.29K -100 -50%
KFS
434
Kelly Financial Services
Massachusetts
$1.4K
MFT
435
Moisand Fitzgerald Tamayo
Florida
$1.4K
BGAI
436
Bruce G. Allen Investments
Colorado
$1.37K +$412 +32 +48%
A
437
AlphaQuest
New York
$1.29K -$154K -11,925 -99%
HI
438
Horizon Investments
North Carolina
$1.06K +$631 +49 +181%
TFA
439
Transamerica Financial Advisors
Florida
$1K
FCA
440
FinTrust Capital Advisors
South Carolina
$923
BIM
441
Breakwater Investment Management
Washington
$895 +$824 +64 New
PSB
442
Piscataqua Savings Bank
New Hampshire
$866 +$799 +62 New
SIC
443
SJS Investment Consulting
Ohio
$769 -$26 -2 -4%
MCM
444
Manchester Capital Management
Vermont
$727 +$670 +52 New
DPW
445
DiNuzzo Private Wealth
Pennsylvania
$658 +$52 +4 +9%
BF
446
BOK Financial
Oklahoma
$618
BWL
447
Bogart Wealth LLC
Virginia
$517
Kayne Anderson Rudnick Investment Management
448
Kayne Anderson Rudnick Investment Management
California
$517
TAM
449
Tucker Asset Management
Colorado
$517
GRP
450
Global Retirement Partners
California
$405 -$2.92K -227 -89%

WU Hedge Fund Activity: Q1 2024 in Review

456 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2024, worth a combined $4.45B — up 16% from $3.83B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of WU and 58 opened new positions — a net loss of 1 holder — while 183 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $177M. The largest seller was Morgan Stanley, cutting an estimated $59.9M.

  • 456 institutional investors held Western Union (WU) as of Q1 2024, down from 463 in Q4 2023.
  • Funds reported $4.45B of Western Union stock for Q1 2024, up 16% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q1 2024 and 59 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q1 2024 was T. Rowe Price Associates, an estimated $177M added.
  • The largest Western Union seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.