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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
SWM
451
Spire Wealth Management
Virginia
$1.5K -$3.84K -295 -69%
SWA
452
Sutton Wealth Advisors
Florida
$1.46K -$234 -18 -12%
RI
453
Ridgewood Investments
New Jersey
$1.34K +$1.56K +120 New
LSA
454
Leonteq Securities AG
Switzerland
$1.32K -$27.4K -2,105 -95%
KFS
455
Kelly Financial Services
Massachusetts
$1.11K
MFT
456
Moisand Fitzgerald Tamayo
Florida
$1.11K
WWP
457
WR Wealth Planners
Missouri
$1.11K +$1.3K +100 New
GWS
458
Glassman Wealth Services
Virginia
$1.09K -$3.55K -273 -74%
TFA
459
Transamerica Financial Advisors
Florida
$1K -$26 -2 -67%
SOW
460
State of Wyoming
Wyoming
$948 -$96K -7,373 -99%
FCA
461
FinTrust Capital Advisors
South Carolina
$909
CFGS
462
Concourse Financial Group Securities
Alabama
$825 -$2.75K -211 -74%
AF
463
Advisornet Financial
Minnesota
$814 +$26 +2 +3%
SIC
464
SJS Investment Consulting
Ohio
$669 +$130 +10 +20%
UB
465
UMB Bank
Missouri
$624
NC
466
NewSquare Capital
Pennsylvania
$618
DI
467
Disciplined Investments
Oklahoma
$591 +$378 +29 +121%
TAM
468
Tucker Asset Management
Colorado
$413
BWM
469
BerganKDV Wealth Management
Minnesota
$351 -$208 -16 -34%
Commonwealth Equity Services
470
Commonwealth Equity Services
Massachusetts
$300 -$123K -9,441 -26%
CT
471
Colonial Trust
South Carolina
$191 +$221 +17 New
TWA
472
TCI Wealth Advisors
Arizona
$168
SWA
473
SOA Wealth Advisors
New York
$61
IFP
474
Independent Franchise Partners
United Kingdom
-$113M -8,190,782 Closed
AAF
475
Andra AP-fonden
Sweden
-$9.15M -664,800 Closed

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.