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Western Union

435 hedge funds and large institutions have $4.37B invested in Western Union in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $13.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $3.96B → $4.37B (+$415M)

2.16% less ownership

Funds ownership: 90.22%88.06% (-2.2%)

6% less funds holding

Funds holding: 463435 (-28)

19% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 175

33% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 66

Holders
435
Holders Change
-28
Holders Change %
-6.05%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
44
Increased
141
Reduced
175
Closed
66
Calls
$25.3M
Puts
$13.9M
Net Calls
+$11.4M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$692K -$200K -16,341 -24%
X
202
Xponance
Pennsylvania
$670K -$11.4K -927 -2%
TI
203
Tidal Investments
Wisconsin
$669K -$195K -15,916 -24%
WI
204
WBI Investments
New Jersey
$667K -$615K -50,186 -50%
SG Americas Securities
205
SG Americas Securities
New York
$667K +$620K +50,571 New
Natixis Advisors
206
Natixis Advisors
Massachusetts
$641K +$37K +3,017 +7%
LCM
207
Landscape Capital Management
New Jersey
$636K -$11.4K -931 -2%
DZ Bank
208
DZ Bank
Germany
$630K +$81.2K +6,623 +16%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$602K -$5.36M -437,211 -90%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$597K -$83.4K -6,803 -13%
Pacer Advisors
211
Pacer Advisors
Pennsylvania
$588K -$259K -21,092 -32%
CWS
212
Confluence Wealth Services
Pennsylvania
$585K +$90.2K +7,361 +20%
HIM
213
Hillsdale Investment Management
Ontario, Canada
$568K +$528K +43,100 New
EGM
214
Engineers Gate Manager
New York
$567K -$2.18M -178,218 -81%
State of Wisconsin Investment Board
215
State of Wisconsin Investment Board
Wisconsin
$567K -$63.8K -5,204 -11%
Stifel Financial
216
Stifel Financial
Missouri
$563K +$143K +11,655 +38%
Pictet Asset Management
217
Pictet Asset Management
Switzerland
$560K +$521K +42,479 New
NSEDCP
218
NJ State Employees Deferred Compensation Plan
New Jersey
$527K
SPC
219
Sigma Planning Corp
Michigan
$527K +$490K +39,976 New
MA
220
Mutual Advisors
Nebraska
$527K +$8.3K +677 +2%
CIC
221
Cornercap Investment Counsel
Georgia
$516K -$4.04K -330 -0.8%
EI
222
Ethic Inc
New York
$503K -$170K -13,893 -27%
FRM
223
Fox Run Management
Connecticut
$502K +$467K +38,076 New
PI
224
PineBridge Investments
New York
$493K -$661K -53,909 -59%
LRIC
225
Long Road Investment Counsel
Michigan
$489K

WU Hedge Fund Activity: Q3 2023 in Review

435 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2023, worth a combined $4.37B — up 10% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 44 opened new positions — a net loss of 22 holders — while 175 trimmed existing stakes and 141 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $46.8M. The largest seller was Marshall Wace, cutting an estimated $36.7M.

  • 435 institutional investors held Western Union (WU) as of Q3 2023, down from 463 in Q2 2023.
  • Funds reported $4.37B of Western Union stock for Q3 2023, up 10% quarter-over-quarter.
  • 44 funds opened new Western Union positions in Q3 2023 and 66 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q3 2023 was Contour Asset Management, an estimated $46.8M added.
  • The largest Western Union seller in Q3 2023 was Marshall Wace, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.