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Western Union

463 hedge funds and large institutions have $3.96B invested in Western Union in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 152 increasing their positions, 180 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $16.8M

1% more capital invested

Capital invested by funds: $3.94B → $3.96B (+$19.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 475463 (-12)

4.05% less ownership

Funds ownership: 94.27%90.22% (-4%)

16% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 180

16% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 62

Holders
463
Holders Change
-12
Holders Change %
-2.53%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
52
Increased
152
Reduced
180
Closed
62
Calls
$29.4M
Puts
$16.8M
Net Calls
+$12.5M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$487M -$13.5M -1,172,160 -3%
BlackRock
2
BlackRock
New York
$431M -$53.3M -4,627,310 -11%
Capital Research Global Investors
3
Capital Research Global Investors
California
$224M +$59.4K +5,151 +0%
JAM
4
Jupiter Asset Management
United Kingdom
$204M +$15.8M +1,367,812 +9%
State Street
5
State Street
Massachusetts
$155M -$2.7M -234,141 -2%
Millennium Management
6
Millennium Management
New York
$146M +$29.8M +2,588,604 +26%
AQR Capital Management
7
AQR Capital Management
Connecticut
$122M +$53.3M +4,626,745 +80%
Citadel Advisors
8
Citadel Advisors
Florida
$101M -$22.4M -1,947,176 -19%
Charles Schwab
9
Charles Schwab
California
$99M +$2.65M +230,318 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$92.7M +$2.29M +199,149 +3%
LSV Asset Management
11
LSV Asset Management
Illinois
$92.7M +$2.03M +176,500 +2%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$73.1M +$687K +59,654 +1%
DG
13
Discerene Group
Connecticut
$72.3M
Marshall Wace
14
Marshall Wace
United Kingdom
$72.2M -$8.23M -713,997 -10%
Northern Trust
15
Northern Trust
Illinois
$66.3M -$7.4M -642,300 -10%
Morgan Stanley
16
Morgan Stanley
New York
$56.6M -$4.67M -405,303 -8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$45.6M -$6.8M -589,959 -13%
JP Morgan Chase
18
JP Morgan Chase
New York
$44.6M -$21.1M -1,829,664 -32%
Allianz Asset Management
19
Allianz Asset Management
Germany
$41.3M +$32.9M +2,853,675 +426%
First Trust Advisors
20
First Trust Advisors
Illinois
$41M +$5.63M +488,788 +16%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$39M +$877K +76,139 +2%
Norges Bank
22
Norges Bank
Norway
$37.3M +$7.56M +655,960 +26%
UBS AM
23
UBS AM
Illinois
$36.5M
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$35.2M -$2.44M -211,870 -7%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$33.6M +$15.6M +1,358,118 +90%

WU Hedge Fund Activity: Q2 2023 in Review

463 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2023, worth a combined $3.96B — up 0.5% from $3.94B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WU and 52 opened new positions — a net loss of 10 holders — while 180 trimmed existing stakes and 152 added.

The largest buyer was AQR Capital Management, adding an estimated $53.3M. The largest seller was VanEck Associates, cutting an estimated $79.8M.

  • 463 institutional investors held Western Union (WU) as of Q2 2023, down from 475 in Q1 2023.
  • Funds reported $3.96B of Western Union stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 52 funds opened new Western Union positions in Q2 2023 and 62 closed out, a net change of -10 holders.
  • The largest Western Union buyer in Q2 2023 was AQR Capital Management, an estimated $53.3M added.
  • The largest Western Union seller in Q2 2023 was VanEck Associates, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2023.