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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
Marshall Wace
26
Marshall Wace
United Kingdom
$30.7M -$36.6M -2,838,592 -56%
DGM
27
Delta Global Management
New York
$27.8M +$1.11M +86,359 +5%
UBS AM
28
UBS AM
Illinois
$26M +$800K +62,086 +3%
Ameriprise
29
Ameriprise
Minnesota
$25.6M +$1.66M +128,534 +8%
UBS Group
30
UBS Group
Switzerland
$25.4M +$22.6M +1,755,022 +2,704%
SAM
31
Storebrand Asset Management
Norway
$24.1M -$231K -17,966 -1%
N
32
Nuveen
North Carolina
$23.2M -$2.8M -217,567 -12%
Goldman Sachs
33
Goldman Sachs
New York
$21.8M -$1.1M -85,555 -5%
JP Morgan Chase
34
JP Morgan Chase
New York
$21.1M +$2.35M +182,269 +14%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$19.1M -$15.8M -1,225,696 -47%
Bank of America
36
Bank of America
North Carolina
$19.1M +$4.32M +335,331 +33%
Principal Financial Group
37
Principal Financial Group
Iowa
$18.5M -$252K -19,562 -1%
Amundi
38
Amundi
France
$17.4M -$8.1M -628,819 -32%
GT
39
Glenmede Trust
Pennsylvania
$17.4M -$161K -12,519 -1%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$17.1M +$15.8M +1,223,268 New
Franklin Resources
41
Franklin Resources
California
$16.4M +$4.31M +334,261 +40%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$15M +$1.44M +112,066 +12%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$14.8M -$969K -75,241 -7%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$14.6M +$838K +65,087 +5%
Victory Capital Management
45
Victory Capital Management
Texas
$13.9M +$602K +46,742 +5%
CIM
46
Cambria Investment Management
California
$12.6M +$3.83M +297,257 +49%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$12.4M -$361K -28,052 -3%
MGP
48
M&G plc
United Kingdom
$12.1M +$11.1M +860,775 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$11.8M +$7.75M +601,780 +246%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$11.3M -$8.87M -688,573 -46%

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.