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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
SIC
451
SJS Investment Consulting
Ohio
$680
BF
452
BOK Financial
Oklahoma
$536
DPW
453
DiNuzzo Private Wealth
Pennsylvania
$513 +$525 +43 New
TAM
454
Tucker Asset Management
Colorado
$441
Kayne Anderson Rudnick Investment Management
455
Kayne Anderson Rudnick Investment Management
California
$441 +$439 +36 New
BWL
456
Bogart Wealth LLC
Virginia
$441 +$451 +37 New
HI
457
Horizon Investments
North Carolina
$322 +$329 +27 New
JFGIW
458
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72 +$73 +6 New
SWA
459
SOA Wealth Advisors
New York
$69
LFG
460
Larson Financial Group
Missouri
$60 +$61 +5 New
PA
461
Pineridge Advisors
Missouri
$48 +$49 +4 New
CAM
462
Contour Asset Management
New York
-$50.3M -3,816,182 Closed
SC
463
Samlyn Capital
New York
-$35.6M -2,698,732 Closed
ACL
464
Azora Capital LP
Florida
-$15.8M -1,202,020 Closed
SI
465
Sora Investors
Pennsylvania
-$9.23M -700,000 Closed
CCM
466
Cinctive Capital Management
New York
-$5.32M -403,580 Closed
PMAM
467
Picton Mahoney Asset Management
Ontario, Canada
-$4.84M -367,210 Closed
MHI
468
Miller Howard Investments
New York
-$3.62M -275,000 Closed
Asset Management One
469
Asset Management One
Japan
-$2.71M -205,539 Closed
DFCM
470
Dark Forest Capital Management
Puerto Rico
-$1.5M -114,025 Closed
BCM
471
Bayesian Capital Management
New York
-$1.16M -88,100 Closed
Impax Asset Management Group
472
Impax Asset Management Group
United Kingdom
-$804K -60,976 Closed
GCM
473
Gibraltar Capital Management
Oklahoma
-$749K -56,805 Closed
FRM
474
Fox Run Management
Connecticut
-$502K -38,076 Closed
CWM
475
C2C Wealth Management
Arizona
-$444K -33,797 Closed

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.