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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
Skandinaviska Enskilda Banken (SEB)
151
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.38M +$1.41M +115,900 New
American Century Companies
152
American Century Companies
Missouri
$1.36M -$912K -74,739 -40%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$1.33M +$1.36M +111,200 New
YIH
154
Y-Intercept (HK)
Hong Kong
$1.32M +$1.2M +98,538 +799%
KAS
155
Kestra Advisory Services
Texas
$1.32M +$925K +75,828 +217%
HWAM
156
Hennion & Walsh Asset Management
New Jersey
$1.32M +$58.6K +4,802 +5%
Stifel Financial
157
Stifel Financial
Missouri
$1.31M +$820K +67,247 +157%
ASRS
158
Arizona State Retirement System
Arizona
$1.25M -$23.5K -1,924 -2%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$1.22M -$30.5K -2,500 -2%
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$1.22M -$46.4K -3,800 -4%
PI
161
PGGM Investments
Netherlands
$1.2M
Wellington Management Group
162
Wellington Management Group
Massachusetts
$1.2M -$23.1M -1,895,605 -95%
CAM
163
Cresset Asset Management
Illinois
$1.19M +$143K +11,718 +13%
RP
164
Rowlandmiller & Partners
Georgia
$1.15M -$91.8K -7,526 -7%
TI
165
Tidal Investments
Wisconsin
$1.06M +$467K +38,284 +75%
RFG
166
Range Financial Group
Oregon
$1.04M -$265K -21,731 -20%
SOMRS
167
State of Michigan Retirement System
Michigan
$1.04M -$25.6K -2,100 -2%
QC
168
Quadrature Capital
United Kingdom
$1.03M -$700K -57,406 -40%
SCM
169
Scopia Capital Management
New York
$1.02M
BPA
170
Beacon Pointe Advisors
California
$1.02M -$24.6K -2,015 -2%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$1.01M -$95K -7,791 -8%
MCM
172
Mork Capital Management
California
$999K +$282K +23,080 +38%
HH
173
Hilltop Holdings
Texas
$974K +$71.3K +5,844 +8%
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$966K -$24.5K -2,006 -2%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$963K +$133K +10,903 +16%

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.