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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
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$725K -$451 -35 -0.1%
AWS
202
Atria Wealth Solutions
New York
$706K -$120K -9,306 -16%
DADC
203
D.A. Davidson & Co
Montana
$702K +$503K +39,016 +349%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$681K -$1.08M -83,552 -63%
RJFSA
205
Raymond James Financial Services Advisors
Florida
$674K -$14.1K -1,093 -2%
Simplex Trading
206
Simplex Trading
Illinois
$671K -$978K -75,931 -61%
X
207
Xponance
Pennsylvania
$665K -$29.2K -2,269 -5%
HighTower Advisors
208
HighTower Advisors
Illinois
$662K -$208K -16,152 -26%
ETC
209
Exchange Traded Concepts
Oklahoma
$636K +$586K +45,468 New
Pictet Asset Management
210
Pictet Asset Management
Switzerland
$631K
ECA
211
Elevated Capital Advisors
Utah
$611K +$52.7K +4,091 +10%
FNT
212
First Nebraska Trust
Nebraska
$591K -$25.5K -1,981 -4%
MA
213
Mutual Advisors
Nebraska
$567K -$295K -22,890 -36%
NSEDCP
214
NJ State Employees Deferred Compensation Plan
New Jersey
$559K
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$559K -$65.8K -5,108 -11%
CIC
216
Cornercap Investment Counsel
Georgia
$553K
QT
217
Quantbot Technologies
New York
$537K -$1.52M -117,854 -75%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$532K +$7.93K +616 +2%
PAG
219
Private Advisor Group
New Jersey
$532K +$56.4K +4,379 +13%
RJA
220
Raymond James & Associates
Florida
$530K -$64.9K -5,037 -12%
AI
221
AdvisorShares Investments
Maryland
$528K +$487K +37,800 New
IWC
222
Integrated Wealth Concepts
Massachusetts
$526K +$484K +37,604 New
GS
223
GTS Securities
New York
$518K -$71.1K -5,521 -13%
EFS
224
Econ Financial Services
Pennsylvania
$511K +$471K +36,540 New
LRIC
225
Long Road Investment Counsel
Michigan
$510K -$7.73K -600 -2%

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.