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Western Union

442 hedge funds and large institutions have $3.77B invested in Western Union in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $11M

1.94% less ownership

Funds ownership: 93.21%91.27% (-1.9%)

3% less funds holding

Funds holding: 456442 (-14)

15% less capital invested

Capital invested by funds: $4.45B → $3.77B (-$680M)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

19% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 181

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
442
Holders Change
-14
Holders Change %
-3.07%
% of All Funds
6.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
147
Reduced
181
Closed
50
Calls
$21.9M
Puts
$11M
Net Calls
+$10.9M
Net Calls Change
+$729K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$472M -$17.7M -1,360,534 -3%
BlackRock
2
BlackRock
New York
$414M -$8.15M -627,514 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$273M +$109M +8,421,354 +61%
Capital Research Global Investors
4
Capital Research Global Investors
California
$234M -$23.3K -1,794 -0%
State Street
5
State Street
Massachusetts
$157M -$1.56M -120,249 -0.9%
Charles Schwab
6
Charles Schwab
California
$146M -$4.04M -311,324 -3%
AQR Capital Management
7
AQR Capital Management
Connecticut
$133M -$14.1M -1,086,817 -9%
JAM
8
Jupiter Asset Management
United Kingdom
$130M -$61.4M -4,723,107 -31%
LSV Asset Management
9
LSV Asset Management
Illinois
$119M +$19M +1,462,853 +18%
Allianz Asset Management
10
Allianz Asset Management
Germany
$94.4M -$4.83M -371,645 -5%
Northern Trust
11
Northern Trust
Illinois
$92.2M +$2.85M +219,279 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$87.4M +$379K +29,154 +0.4%
DG
13
Discerene Group
Connecticut
$81.7M
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$77.1M +$778K +59,851 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$60.2M +$105K +8,071 +0.2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$56.2M -$1.62M -125,048 -3%
Millennium Management
17
Millennium Management
New York
$45.6M +$18.7M +1,439,310 +63%
Morgan Stanley
18
Morgan Stanley
New York
$43.3M -$5.75M -442,265 -11%
Marshall Wace
19
Marshall Wace
United Kingdom
$40.8M +$14.8M +1,142,400 +52%
First Trust Advisors
20
First Trust Advisors
Illinois
$35.2M -$7.67M -590,364 -17%
WCM
21
Wedge Capital Management
North Carolina
$34.6M -$2.48M -190,737 -6%
Macquarie Group
22
Macquarie Group
Australia
$34.1M +$6.96M +535,979 +24%
Invesco
23
Invesco
Georgia
$32.3M -$37.2M -2,863,668 -52%
UBS AM
24
UBS AM
Illinois
$31.7M +$9.58M +737,622 +40%
Norges Bank
25
Norges Bank
Norway
$28.5M -$1.83M -140,601 -6%

WU Hedge Fund Activity: Q2 2024 in Review

442 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2024, worth a combined $3.77B — down 15% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of WU and 42 opened new positions — a net loss of 8 holders — while 181 trimmed existing stakes and 147 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $71.3M.

  • 442 institutional investors held Western Union (WU) as of Q2 2024, down from 456 in Q1 2024.
  • Funds reported $3.77B of Western Union stock for Q2 2024, down 15% quarter-over-quarter.
  • 42 funds opened new Western Union positions in Q2 2024 and 50 closed out, a net change of -8 holders.
  • The largest Western Union buyer in Q2 2024 was T. Rowe Price Associates, an estimated $109M added.
  • The largest Western Union seller in Q2 2024 was Citadel Advisors, an estimated $71.3M sold.

Based on aggregated 13F filings for Q2 2024.