We are live on ! Find out more
WU icon

Western Union

453 hedge funds and large institutions have $3.65B invested in Western Union in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 170 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $24M | Put options by funds: $14.2M

25% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 51

2% more funds holding

Funds holding: 442453 (+11)

0.58% less ownership

Funds ownership: 91.27%90.68% (-0.58%)

3% less capital invested

Capital invested by funds: $3.77B → $3.65B (-$118M)

14% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 170

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
453
Holders Change
+11
Holders Change %
+2.49%
% of All Funds
6.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
146
Reduced
170
Closed
51
Calls
$24M
Puts
$14.2M
Net Calls
+$9.8M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Dakota Wealth Management
Florida
$635K -$34.6K -2,872 -5%
CM
202
Crestline Management
Texas
$629K +$636K +52,696 New
PI
203
PFG Investments
New York
$617K +$29.5K +2,448 +5%
VPIM
204
Vanguard Personalized Indexing Management
California
$606K -$35.6K -2,952 -5%
Pacer Advisors
205
Pacer Advisors
Pennsylvania
$588K -$17.2K -1,425 -3%
GS
206
GTS Securities
New York
$582K +$589K +48,826 New
FRM
207
Fox Run Management
Connecticut
$578K +$585K +48,462 New
EFS
208
Essex Financial Services
Connecticut
$573K +$8.95K +742 +2%
IWC
209
Integrated Wealth Concepts
Massachusetts
$570K +$108K +8,943 +23%
Simplex Trading
210
Simplex Trading
Illinois
$552K +$313K +25,991 +128%
IC
211
IEQ Capital
California
$534K +$31.6K +2,618 +6%
QC
212
Quadrature Capital
United Kingdom
$530K -$77.7K -6,439 -13%
DADC
213
D.A. Davidson & Co
Montana
$528K -$115K -9,565 -18%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$514K +$174K +14,415 +50%
X
215
Xponance
Pennsylvania
$512K +$712 +59 +0.1%
Neuberger Berman Group
216
Neuberger Berman Group
New York
$505K -$45.2K -3,745 -8%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$489K -$52.7K -4,373 -10%
NSEDCP
218
NJ State Employees Deferred Compensation Plan
New Jersey
$477K
TSS
219
Two Sigma Securities
New York
$459K +$464K +38,461 New
QCM
220
Quantinno Capital Management
New York
$457K +$54.9K +4,552 +13%
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
$455K -$3.75M -310,751 -89%
AWS
222
Atria Wealth Solutions
New York
$446K -$87.6K -7,265 -16%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$439K
GCP
224
GSA Capital Partners
United Kingdom
$433K +$284K +23,574 +185%
KPWS
225
Kestra Private Wealth Services
Texas
$427K +$20.9K +1,736 +5%

WU Hedge Fund Activity: Q3 2024 in Review

453 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2024, worth a combined $3.65B — down 3.1% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 51 closed out — a net gain of 13 holders — while 146 added to existing stakes and 170 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $83.6M. The largest seller was Capital Research Global Investors, cutting an estimated $138M.

  • 453 institutional investors held Western Union (WU) as of Q3 2024, up from 442 in Q2 2024.
  • Funds reported $3.65B of Western Union stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q3 2024 and 51 closed out, a net change of +13 holders.
  • The largest Western Union buyer in Q3 2024 was Citadel Advisors, an estimated $83.6M added.
  • The largest Western Union seller in Q3 2024 was Capital Research Global Investors, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2024.