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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
Macquarie Group
26
Macquarie Group
Australia
$26.9M -$777K -63,692 -3%
Millennium Management
27
Millennium Management
New York
$26.8M -$112M -9,180,654 -80%
Amundi
28
Amundi
France
$24M +$23.4M +1,915,796 +3,240%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$23.6M +$18.7M +1,531,815 +341%
DGM
30
Delta Global Management
New York
$22.7M +$23.2M +1,903,727 New
N
31
Nuveen
North Carolina
$22.4M +$1.44M +117,693 +7%
UBS AM
32
UBS AM
Illinois
$21.4M +$2.7M +221,013 +14%
SAM
33
Storebrand Asset Management
Norway
$20.8M -$159K -13,027 -0.7%
Ameriprise
34
Ameriprise
Minnesota
$20.3M +$7.51M +615,537 +57%
Goldman Sachs
35
Goldman Sachs
New York
$19.6M -$19.9M -1,632,082 -50%
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$19.1M +$1.6M +131,103 +9%
Voloridge Investment Management
37
Voloridge Investment Management
Florida
$17.8M +$2.99M +245,137 +20%
Principal Financial Group
38
Principal Financial Group
Iowa
$16M -$524K -42,937 -3%
JP Morgan Chase
39
JP Morgan Chase
New York
$15.8M +$404K +33,095 +3%
Capital Fund Management (CFM)
40
Capital Fund Management (CFM)
France
$15.5M -$964K -79,009 -6%
TC
41
TwinBeech Capital
New York
$15.1M +$15.5M +1,268,282 New
GT
42
Glenmede Trust
Pennsylvania
$15M +$367K +30,059 +2%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$14.2M +$334K +27,381 +2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$13.5M -$692K -56,748 -5%
MGIM
45
M&G Investment Management
United Kingdom
$13.5M -$570K -46,737 -4%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$13.1M +$4.15M +339,809 +44%
Bank of America
47
Bank of America
North Carolina
$12.3M -$162K -13,296 -1%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$11.4M +$9.11M +746,625 +351%
Victory Capital Management
49
Victory Capital Management
Texas
$11.3M +$143K +11,720 +1%
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$10.9M -$348K -28,552 -3%

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.