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Western Union

435 hedge funds and large institutions have $4.37B invested in Western Union in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $13.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $3.96B → $4.37B (+$415M)

2.16% less ownership

Funds ownership: 90.22%88.06% (-2.2%)

6% less funds holding

Funds holding: 463435 (-28)

19% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 175

33% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 66

Holders
435
Holders Change
-28
Holders Change %
-6.05%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
44
Increased
141
Reduced
175
Closed
66
Calls
$25.3M
Puts
$13.9M
Net Calls
+$11.4M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$545M -$1.73M -141,195 -0.3%
BlackRock
2
BlackRock
New York
$499M +$13.2M +1,073,840 +3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$252M +$110K +8,948 +0%
JAM
4
Jupiter Asset Management
United Kingdom
$235M +$5.01M +408,661 +2%
State Street
5
State Street
Massachusetts
$176M +$1.62M +131,888 +1%
AQR Capital Management
6
AQR Capital Management
Connecticut
$152M +$13.3M +1,088,247 +10%
Millennium Management
7
Millennium Management
New York
$151M -$13M -1,062,804 -9%
Citadel Advisors
8
Citadel Advisors
Florida
$130M +$16M +1,307,741 +15%
Charles Schwab
9
Charles Schwab
California
$130M +$17.6M +1,439,595 +17%
LSV Asset Management
10
LSV Asset Management
Illinois
$104M +$308K +25,100 +0.3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$100M -$3.4M -277,048 -4%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$90.1M +$7.42M +605,620 +10%
Northern Trust
13
Northern Trust
Illinois
$83.6M +$8.45M +689,254 +12%
DG
14
Discerene Group
Connecticut
$79M -$2.05M -167,295 -3%
Allianz Asset Management
15
Allianz Asset Management
Germany
$76.9M +$28.3M +2,310,001 +66%
Morgan Stanley
16
Morgan Stanley
New York
$61.9M -$1.56M -127,282 -3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$50.4M +$6.08M +496,409 +15%
CAM
18
Contour Asset Management
New York
$50.3M +$46.8M +3,816,182 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$49.6M -$1.5M -122,660 -3%
First Trust Advisors
20
First Trust Advisors
Illinois
$43.9M -$2.04M -166,323 -5%
Goldman Sachs
21
Goldman Sachs
New York
$43.2M +$18.7M +1,523,906 +87%
Norges Bank
22
Norges Bank
Norway
$43M +$1.01M +82,034 +3%
Marshall Wace
23
Marshall Wace
United Kingdom
$41.7M -$36.7M -2,994,121 -49%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$37.6M +$31.2M +2,546,885 +800%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$36.4M -$1.21M -99,079 -3%

WU Hedge Fund Activity: Q3 2023 in Review

435 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2023, worth a combined $4.37B — up 10% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 44 opened new positions — a net loss of 22 holders — while 175 trimmed existing stakes and 141 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $46.8M. The largest seller was Marshall Wace, cutting an estimated $36.7M.

  • 435 institutional investors held Western Union (WU) as of Q3 2023, down from 463 in Q2 2023.
  • Funds reported $4.37B of Western Union stock for Q3 2023, up 10% quarter-over-quarter.
  • 44 funds opened new Western Union positions in Q3 2023 and 66 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q3 2023 was Contour Asset Management, an estimated $46.8M added.
  • The largest Western Union seller in Q3 2023 was Marshall Wace, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.