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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
Corient Private Wealth
201
Corient Private Wealth
Florida
$691K +$34.3K +2,812 +5%
KWM
202
Kingsview Wealth Management
Oregon
$688K -$1.3K -107 -0.2%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$653K +$124K +10,170 +23%
Verition Fund Management
204
Verition Fund Management
Connecticut
$638K -$15K -1,231 -2%
CCP
205
Clifford Capital Partners
Utah
$638K -$47.7K -3,908 -7%
LPL Financial
206
LPL Financial
California
$637K -$292K -23,972 -31%
1IA
207
1834 Investment Advisors
Wisconsin
$634K -$36.7K -3,009 -5%
DF
208
Donoghue Forlines
Massachusetts
$629K -$102K -8,333 -14%
Handelsbanken Fonder
209
Handelsbanken Fonder
Sweden
$627K
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$620K +$57.8K +4,734 +10%
PMEF
211
Point72 Middle East FZE
United Arab Emirates
$598K +$612K +50,161 New
TRCT
212
Tower Research Capital (TRC)
New York
$597K +$289K +23,714 +90%
X
213
Xponance
Pennsylvania
$594K -$12.8K -1,053 -2%
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$590K +$373K +30,541 +158%
CM
215
Caption Management
Oklahoma
$588K +$235K +19,300 +64%
RJFSA
216
Raymond James Financial Services Advisors
Florida
$587K +$150K +12,261 +33%
APG Asset Management
217
APG Asset Management
Netherlands
$571K -$3.74M -306,800 -85%
DZ Bank
218
DZ Bank
Germany
$570K
TCM
219
Teza Capital Management
Illinois
$563K +$576K +47,230 New
Natixis Advisors
220
Natixis Advisors
Massachusetts
$562K -$17.7K -1,451 -3%
Pictet Asset Management
221
Pictet Asset Management
Switzerland
$538K +$32.8K +2,685 +6%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$537K -$3.09K -253 -0.6%
FNT
223
First Nebraska Trust
Nebraska
$527K -$114K -9,348 -17%
HIM
224
Hillsdale Investment Management
Ontario, Canada
$526K +$12.2K +1,000 +2%
VI
225
Versor Investments
New York
$515K +$376K +30,803 +248%

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.