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Western Union

456 hedge funds and large institutions have $4.45B invested in Western Union in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 183 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $23M | Put options by funds: $12.8M

16% more capital invested

Capital invested by funds: $3.83B → $4.45B (+$621M)

5.01% more ownership

Funds ownership: 88.2%93.21% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

2% less funds holding

Funds holding: 463456 (-7)

24% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 183

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
6.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
139
Reduced
183
Closed
59
Calls
$23M
Puts
$12.8M
Net Calls
+$10.2M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$559M -$11.9M -922,275 -2%
BlackRock
2
BlackRock
New York
$482M -$26.9M -2,090,367 -6%
Capital Research Global Investors
3
Capital Research Global Investors
California
$268M +$53.9K +4,187 +0%
JAM
4
Jupiter Asset Management
United Kingdom
$215M -$50.4M -3,911,544 -20%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$194M +$177M +13,724,584 +7,570%
State Street
6
State Street
Massachusetts
$182M -$8.4M -651,955 -5%
Charles Schwab
7
Charles Schwab
California
$171M +$31M +2,407,689 +24%
AQR Capital Management
8
AQR Capital Management
Connecticut
$168M -$4.82M -373,930 -3%
LSV Asset Management
9
LSV Asset Management
Illinois
$116M +$2.41M +186,922 +2%
Allianz Asset Management
10
Allianz Asset Management
Germany
$113M +$8.23M +638,607 +9%
Northern Trust
11
Northern Trust
Illinois
$102M -$5.46M -424,101 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$99.6M -$7.67M -595,101 -8%
DG
13
Discerene Group
Connecticut
$93.4M +$9.16M +710,873 +12%
Citadel Advisors
14
Citadel Advisors
Florida
$91.8M +$53M +4,116,970 +168%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$87.3M +$2.87M +222,507 +4%
Invesco
16
Invesco
Georgia
$76.9M +$27.8M +2,159,114 +65%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$68.7M -$670K -52,002 -1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$66M +$2.3M +178,361 +4%
Morgan Stanley
19
Morgan Stanley
New York
$55.7M -$59.9M -4,650,019 -54%
First Trust Advisors
20
First Trust Advisors
Illinois
$48.6M +$5.75M +446,541 +15%
WCM
21
Wedge Capital Management
North Carolina
$42.2M +$6.35M +492,911 +19%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$35.6M -$892K -69,265 -3%
Norges Bank
23
Norges Bank
Norway
$34.5M +$1.63M +126,682 +5%
Millennium Management
24
Millennium Management
New York
$32M +$586K +45,511 +2%
Macquarie Group
25
Macquarie Group
Australia
$31.5M -$39.9K -3,098 -0.1%

WU Hedge Fund Activity: Q1 2024 in Review

456 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2024, worth a combined $4.45B — up 16% from $3.83B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of WU and 58 opened new positions — a net loss of 1 holder — while 183 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $177M. The largest seller was Morgan Stanley, cutting an estimated $59.9M.

  • 456 institutional investors held Western Union (WU) as of Q1 2024, down from 463 in Q4 2023.
  • Funds reported $4.45B of Western Union stock for Q1 2024, up 16% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q1 2024 and 59 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q1 2024 was T. Rowe Price Associates, an estimated $177M added.
  • The largest Western Union seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.