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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
USAA
51
United Services Automobile Association
Texas
$10.4M +$37K +3,029 +0.3%
CSS
52
Cubist Systematic Strategies
Connecticut
$10.4M +$10.6M +869,017 New
Franklin Resources
53
Franklin Resources
California
$10.1M +$1.69M +138,915 +20%
Deutsche Bank
54
Deutsche Bank
Germany
$9.75M +$565K +46,276 +6%
AllianceBernstein
55
AllianceBernstein
Tennessee
$9.6M -$684K -56,096 -7%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$9.2M +$6.16M +505,094 +189%
Caisse de Depot et Placement du Quebec (CDPQ)
57
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.94M -$3.05M -250,000 -25%
Swiss National Bank
58
Swiss National Bank
Switzerland
$8.8M -$1.04M -85,000 -10%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$8.74M -$2.26M -185,216 -20%
Barclays
60
Barclays
United Kingdom
$8.28M -$345K -28,271 -4%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$8.2M -$1.66M -136,241 -17%
CS
62
Credit Suisse
Switzerland
$7.59M -$2.28M -186,666 -23%
Legal & General Group
63
Legal & General Group
United Kingdom
$7.52M -$51.9K -4,254 -0.7%
Citigroup
64
Citigroup
New York
$7.46M -$2.74M -224,705 -26%
CIM
65
Cambria Investment Management
California
$7.19M +$2.8M +229,635 +61%
SEI Investments
66
SEI Investments
Pennsylvania
$7.19M -$1.05M -86,431 -13%
TI
67
Trexquant Investment
Connecticut
$6.48M +$4.92M +403,540 +287%
SAM
68
Soviero Asset Management
New York
$6.32M +$305K +25,000 +5%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$5.99M +$613K +50,214 +11%
Two Sigma Investments
70
Two Sigma Investments
New York
$5.93M -$4.2M -344,622 -41%
AIG
71
American International Group
New York
$5.87M -$434K -35,541 -7%
ONB
72
Old National Bancorp
Indiana
$5.86M -$813K -66,645 -12%
AAM
73
Advisors Asset Management
Colorado
$5.64M -$2.18M -178,913 -27%
Federated Hermes
74
Federated Hermes
Pennsylvania
$5.57M -$96K -7,865 -2%
Holocene Advisors
75
Holocene Advisors
New York
$5.54M +$194K +15,941 +4%

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.