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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
AIP
176
Ameritas Investment Partners
Nebraska
$959K -$43.3K -3,549 -4%
COPPSERS
177
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$958K +$55.6K +4,555 +6%
KCM
178
Kendall Capital Management
Maryland
$937K -$91.1K -7,470 -9%
NMERB
179
New Mexico Educational Retirement Board
New Mexico
$909K
VOYA Investment Management
180
VOYA Investment Management
Georgia
$899K +$119K +9,767 +15%
CC
181
Centiva Capital
New York
$882K +$903K +74,029 New
WT
182
Whittier Trust
California
$878K -$6.17K -506 -0.7%
VPIM
183
Vanguard Personalized Indexing Management
California
$860K -$273K -22,388 -24%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$859K -$4.78K -392 -0.5%
PAM
185
Panagora Asset Management
Massachusetts
$841K +$41.8K +3,426 +5%
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$838K +$858K +70,323 New
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$819K +$401K +32,907 +92%
CAMG
188
CWA Asset Management Group
Florida
$812K +$397K +32,525 +91%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$802K -$472K -38,690 -37%
UBS Group
190
UBS Group
Switzerland
$774K -$123K -10,072 -13%
Commonwealth Equity Services
191
Commonwealth Equity Services
Massachusetts
$759K +$467K +38,274 +151%
MA
192
Mutual Advisors
Nebraska
$756K +$287K +23,489 +59%
PPWP
193
Premier Path Wealth Partners
New Jersey
$748K +$756K +61,937 New
HighTower Advisors
194
HighTower Advisors
Illinois
$745K +$126K +10,331 +20%
MML Investors Services
195
MML Investors Services
Massachusetts
$743K +$533K +43,691 +234%
FA
196
FDx Advisors
Illinois
$740K +$379K +31,085 +100%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$733K +$300K +24,597 +67%
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$713K -$49.3K -4,044 -6%
AWS
199
Atria Wealth Solutions
New York
$713K +$58.2K +4,768 +9%
MFGM
200
Marshall Financial Group (Maryland)
Maryland
$693K +$709K +58,146 New

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.