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Western Union

475 hedge funds and large institutions have $3.94B invested in Western Union in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 151 increasing their positions, 185 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $20.6M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.93% less ownership

Funds ownership: 98.2%94.27% (-3.9%)

6% less funds holding

Funds holding: 505475 (-30)

18% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 185

24% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 92

24% less capital invested

Capital invested by funds: $5.18B → $3.94B (-$1.24B)

Holders
475
Holders Change
-30
Holders Change %
-5.94%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
70
Increased
151
Reduced
185
Closed
92
Calls
$45.1M
Puts
$20.6M
Net Calls
+$24.5M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$476M -$60.3M -4,633,121 -10%
BlackRock
2
BlackRock
New York
$462M -$303M -23,247,465 -36%
Capital Research Global Investors
3
Capital Research Global Investors
California
$213M +$123K +9,449 +0%
JAM
4
Jupiter Asset Management
United Kingdom
$179M +$86.4M +6,638,884 +70%
State Street
5
State Street
Massachusetts
$150M -$40.3M -3,097,422 -19%
Citadel Advisors
6
Citadel Advisors
Florida
$117M +$133M +10,195,099 +3,116%
Millennium Management
7
Millennium Management
New York
$110M +$128M +9,865,058 +27,848%
Charles Schwab
8
Charles Schwab
California
$91.6M -$5.87M -450,848 -5%
LSV Asset Management
9
LSV Asset Management
Illinois
$86.1M +$1.89M +145,400 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$86M -$811K -62,315 -0.8%
VanEck Associates
11
VanEck Associates
New York
$83.2M -$66M -5,067,599 -40%
Marshall Wace
12
Marshall Wace
United Kingdom
$76.6M +$81.3M +6,247,939 +1,004%
Northern Trust
13
Northern Trust
Illinois
$70.2M -$14.8M -1,133,872 -15%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$68.8M -$4.95M -380,070 -6%
DG
15
Discerene Group
Connecticut
$68.7M +$6.27M +481,499 +8%
AQR Capital Management
16
AQR Capital Management
Connecticut
$64.3M -$10.3M -793,101 -12%
JP Morgan Chase
17
JP Morgan Chase
New York
$62.8M +$39.5M +3,037,173 +117%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$61.9M +$37.2M +2,859,852 +106%
Morgan Stanley
19
Morgan Stanley
New York
$58.3M -$949K -72,932 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$49.9M -$21.5M -1,654,350 -27%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$46.4M +$5.99M +459,786 +12%
UBS AM
22
UBS AM
Illinois
$36.5M -$28.6M -2,198,315 -40%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$36.2M +$930K +71,439 +2%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$35.8M +$38.8M +2,977,760 +1,289%
First Trust Advisors
25
First Trust Advisors
Illinois
$33.5M +$3.66M +280,988 +10%

WU Hedge Fund Activity: Q1 2023 in Review

475 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2023, worth a combined $3.94B — down 24% from $5.18B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of WU and 70 opened new positions — a net loss of 22 holders — while 185 trimmed existing stakes and 151 added.

The largest buyer was Citadel Advisors, adding an estimated $133M. The largest seller was BlackRock, cutting an estimated $303M.

  • 475 institutional investors held Western Union (WU) as of Q1 2023, down from 505 in Q4 2022.
  • Funds reported $3.94B of Western Union stock for Q1 2023, down 24% quarter-over-quarter.
  • 70 funds opened new Western Union positions in Q1 2023 and 92 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q1 2023 was Citadel Advisors, an estimated $133M added.
  • The largest Western Union seller in Q1 2023 was BlackRock, an estimated $303M sold.

Based on aggregated 13F filings for Q1 2023.