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Western Union

463 hedge funds and large institutions have $3.83B invested in Western Union in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 46

22% more call options, than puts

Call options by funds: $21M | Put options by funds: $17.2M

6% more funds holding

Funds holding: 435463 (+28)

0.14% more ownership

Funds ownership: 88.06%88.2% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less capital invested

Capital invested by funds: $4.37B → $3.83B (-$540M)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 176

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
6.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
80
Increased
140
Reduced
176
Closed
46
Calls
$21M
Puts
$17.2M
Net Calls
+$3.78M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$487M -$6.06M -496,997 -1%
BlackRock
2
BlackRock
New York
$436M -$15.3M -1,253,946 -3%
JAM
3
Jupiter Asset Management
United Kingdom
$230M +$17.2M +1,408,108 +8%
Capital Research Global Investors
4
Capital Research Global Investors
California
$228M +$58.2K +4,767 +0%
State Street
5
State Street
Massachusetts
$163M +$3.92M +321,174 +2%
AQR Capital Management
6
AQR Capital Management
Connecticut
$149M +$12M +984,697 +9%
Charles Schwab
7
Charles Schwab
California
$117M -$442K -36,238 -0.4%
Morgan Stanley
8
Morgan Stanley
New York
$103M +$48M +3,937,517 +84%
LSV Asset Management
9
LSV Asset Management
Illinois
$96.4M +$1.96M +160,735 +2%
Northern Trust
10
Northern Trust
Illinois
$92.4M +$17.2M +1,406,044 +22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$92.1M +$1.32M +107,851 +1%
Allianz Asset Management
12
Allianz Asset Management
Germany
$88.9M +$19.9M +1,627,822 +28%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$71.8M -$9.94M -814,559 -12%
DG
14
Discerene Group
Connecticut
$71.2M -$295K -24,221 -0.4%
Marshall Wace
15
Marshall Wace
United Kingdom
$60M +$22.8M +1,871,686 +59%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$59.2M +$14.7M +1,203,768 +32%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$54.2M +$8.8M +721,331 +19%
Invesco
18
Invesco
Georgia
$39.9M +$12.8M +1,045,714 +45%
First Trust Advisors
19
First Trust Advisors
Illinois
$36.1M -$3.71M -303,918 -9%
Man Group
20
Man Group
United Kingdom
$34.3M +$35.1M +2,877,162 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$31.2M -$249K -20,423 -0.8%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$30.9M -$2.07M -169,781 -6%
WCM
23
Wedge Capital Management
North Carolina
$30.1M +$2.3M +188,462 +8%
Citadel Advisors
24
Citadel Advisors
Florida
$29.2M -$90.7M -7,432,378 -75%
Norges Bank
25
Norges Bank
Norway
$27.9M -$11.2M -919,851 -28%

WU Hedge Fund Activity: Q4 2023 in Review

463 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2023, worth a combined $3.83B — down 12% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WU positions and 46 closed out — a net gain of 34 holders — while 140 added to existing stakes and 176 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Millennium Management, cutting an estimated $112M.

  • 463 institutional investors held Western Union (WU) as of Q4 2023, up from 435 in Q3 2023.
  • Funds reported $3.83B of Western Union stock for Q4 2023, down 12% quarter-over-quarter.
  • 80 funds opened new Western Union positions in Q4 2023 and 46 closed out, a net change of +34 holders.
  • The largest Western Union buyer in Q4 2023 was Morgan Stanley, an estimated $48M added.
  • The largest Western Union seller in Q4 2023 was Millennium Management, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.