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Western Union

456 hedge funds and large institutions have $4.45B invested in Western Union in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 183 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $23M | Put options by funds: $12.8M

16% more capital invested

Capital invested by funds: $3.83B → $4.45B (+$621M)

5.01% more ownership

Funds ownership: 88.2%93.21% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

2% less funds holding

Funds holding: 463456 (-7)

24% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 183

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
6.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
139
Reduced
183
Closed
59
Calls
$23M
Puts
$12.8M
Net Calls
+$10.2M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
176
Tidal Investments
Wisconsin
$1.05M -$169K -13,111 -15%
VI
177
Versor Investments
New York
$1.05M +$410K +31,796 +74%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$1.02M -$98K -7,605 -9%
WT
179
Whittier Trust
California
$1.02M -$6.13K -476 -0.6%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$1.02M +$8.94K +694 +1%
Pacer Advisors
181
Pacer Advisors
Pennsylvania
$984K +$201K +15,613 +29%
VOYA Investment Management
182
VOYA Investment Management
Georgia
$975K -$72.7K -5,645 -7%
KCM
183
Kendall Capital Management
Maryland
$963K -$125K -9,737 -12%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$934K +$89.7K +6,963 +12%
MFGM
185
Marshall Financial Group (Maryland)
Maryland
$907K +$86.8K +6,735 +12%
CAMG
186
CWA Asset Management Group
Florida
$888K -$59.2K -4,595 -7%
DZ Bank
187
DZ Bank
Germany
$837K +$156K +12,081 +25%
Natixis Advisors
188
Natixis Advisors
Massachusetts
$813K +$141K +10,933 +23%
AFA
189
Abacus FCF Advisors
Florida
$813K +$749K +58,153 New
Corient Private Wealth
190
Corient Private Wealth
Florida
$806K -$4.08K -317 -0.5%
AC
191
AXQ Capital
New Jersey
$793K +$271K +21,000 +59%
CCP
192
Clifford Capital Partners
Utah
$775K +$24.1K +1,874 +3%
DWM
193
Dakota Wealth Management
Florida
$770K +$710K +55,087 New
OFG
194
OmniStar Financial Group
North Carolina
$769K +$338K +26,228 +91%
VPIM
195
Vanguard Personalized Indexing Management
California
$768K -$222K -17,223 -24%
BHCM
196
Brevan Howard Capital Management
Jersey
$761K +$702K +54,462 New
SPC
197
Sigma Planning Corp
Michigan
$754K +$420K +32,573 +153%
Handelsbanken Fonder
198
Handelsbanken Fonder
Sweden
$735K
WI
199
WBI Investments
New Jersey
$731K +$286K +22,216 +74%
LPL Financial
200
LPL Financial
California
$727K -$18.8K -1,462 -3%

WU Hedge Fund Activity: Q1 2024 in Review

456 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2024, worth a combined $4.45B — up 16% from $3.83B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of WU and 58 opened new positions — a net loss of 1 holder — while 183 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $177M. The largest seller was Morgan Stanley, cutting an estimated $59.9M.

  • 456 institutional investors held Western Union (WU) as of Q1 2024, down from 463 in Q4 2023.
  • Funds reported $4.45B of Western Union stock for Q1 2024, up 16% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q1 2024 and 59 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q1 2024 was T. Rowe Price Associates, an estimated $177M added.
  • The largest Western Union seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.