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Western Union

435 hedge funds and large institutions have $4.37B invested in Western Union in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $13.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $3.96B → $4.37B (+$415M)

2.16% less ownership

Funds ownership: 90.22%88.06% (-2.2%)

6% less funds holding

Funds holding: 463435 (-28)

19% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 175

33% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 66

Holders
435
Holders Change
-28
Holders Change %
-6.05%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
44
Increased
141
Reduced
175
Closed
66
Calls
$25.3M
Puts
$13.9M
Net Calls
+$11.4M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
476
Vestmark Advisory Solutions
Massachusetts
-$169K -14,384 Closed
Mercer Global Advisors
477
Mercer Global Advisors
Colorado
-$164K -13,965 Closed
OWA
478
One Wealth Advisors
California
-$155K -13,217 Closed
CB
479
Commerce Bank
Missouri
-$154K -13,107 Closed
FL
480
Fort LP
Maryland
-$151K -12,915 Closed
I
481
InceptionR
California
-$141K -12,023 Closed
FTDI
482
First Trust Direct Indexing
Massachusetts
-$134K -11,391 Closed
FWM
483
Fingerlakes Wealth Management
New York
-$133K -11,303 Closed
SBH
484
Segall Bryant & Hamill
Illinois
-$125K -10,625 Closed
WIC
485
Woodmont Investment Counsel
Tennessee
-$120K -10,218 Closed
NB
486
Northwest Bancshares
Pennsylvania
-$119K -10,163 Closed
CG
487
Cutler Group
California
-$40.5K -3,301 Closed
HDIM
488
Hanson & Doremus Investment Management
Vermont
-$37K -3,115 Closed
DA
489
Denali Advisors
California
-$12.9K -1,100 Closed
Twin Tree Management
490
Twin Tree Management
Texas
-$9.55K -814 Closed
CFO
491
CVA Family Office
Colorado
-$7.04K -600 Closed
ADL
492
Asset Dedication LLC
California
-$3K -252 Closed
SC
493
SouthState Corp
Florida
-$2.89K -246 Closed
SWA
494
Sutton Wealth Advisors
Florida
-$1.54K -131 Closed
RI
495
Ridgewood Investments
New Jersey
-$1.41K -120 Closed
TPCW
496
TD Private Client Wealth
New York
-$856 -73 Closed
UB
497
UMB Bank
Missouri
-$657 -56 Closed
DI
498
Disciplined Investments
Oklahoma
-$598 -51 Closed
AF
499
Advisornet Financial
Minnesota
-$587 -50 Closed
HBW
500
Hazlett, Burt & Watson
West Virginia
+$12 +1 +4%

WU Hedge Fund Activity: Q3 2023 in Review

435 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2023, worth a combined $4.37B — up 10% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 44 opened new positions — a net loss of 22 holders — while 175 trimmed existing stakes and 141 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $46.8M. The largest seller was Marshall Wace, cutting an estimated $36.7M.

  • 435 institutional investors held Western Union (WU) as of Q3 2023, down from 463 in Q2 2023.
  • Funds reported $4.37B of Western Union stock for Q3 2023, up 10% quarter-over-quarter.
  • 44 funds opened new Western Union positions in Q3 2023 and 66 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q3 2023 was Contour Asset Management, an estimated $46.8M added.
  • The largest Western Union seller in Q3 2023 was Marshall Wace, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.