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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
OTL
476
Oak Thistle LLC
New York
-$401K -30,417 Closed
Aviva
477
Aviva
United Kingdom
-$395K -29,932 Closed
WG
478
Winton Group
United Kingdom
-$384K -29,098 Closed
MFG
479
Merit Financial Group
Georgia
-$326K -24,740 Closed
ESCM
480
Echo Street Capital Management
New York
-$288K -21,855 Closed
VT
481
Vise Technologies
New York
-$223K -16,941 Closed
JF
482
Jump Financial
Illinois
-$218K -16,576 Closed
SGI
483
Summit Global Investments
Utah
-$209K -15,886 Closed
HFM
484
Harvest Fund Management
China
-$181K -13,708 Closed
STA
485
Summit Trail Advisors
New York
-$168K -12,718 Closed
MG
486
Mather Group
Illinois
-$150K -11,396 Closed
PTC
487
Philadelphia Trust Company
Pennsylvania
-$148K -11,200 Closed
M&T Bank
488
M&T Bank
New York
-$144K -10,911 Closed
RFC
489
Regions Financial Corp
Alabama
-$143K -10,832 Closed
BFM
490
Boothbay Fund Management
New York
-$143K -10,826 Closed
Wolverine Trading
491
Wolverine Trading
Illinois
-$127K -10,389 Closed
FNT
492
First National Trust
Pennsylvania
-$133K -10,062 Closed
CMF
493
Counterpoint Mutual Funds
California
-$115K -8,759 Closed
IRC
494
Investors Research Corp
Georgia
-$35.6K -2,700 Closed
RTC
495
Riverview Trust Company
Washington
-$29.8K -2,262 Closed
CSPIA
496
Cary Street Partners Investment Advisory
Virginia
-$29.4K -2,233 Closed
IG
497
ING Group
Netherlands
-$23.9K -1,810 Closed
SIM
498
Studio Investment Management
Illinois
-$19K -1,440 Closed
PMFA
499
Plante Moran Financial Advisors
Michigan
-$16.3K -1,237 Closed
EBA
500
Eagle Bay Advisors
New York
-$15K -1,139 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.