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Western Union

453 hedge funds and large institutions have $3.65B invested in Western Union in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 170 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $24M | Put options by funds: $14.2M

25% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 51

2% more funds holding

Funds holding: 442453 (+11)

0.58% less ownership

Funds ownership: 91.27%90.68% (-0.58%)

3% less capital invested

Capital invested by funds: $3.77B → $3.65B (-$118M)

14% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 170

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
453
Holders Change
+11
Holders Change %
+2.49%
% of All Funds
6.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
146
Reduced
170
Closed
51
Calls
$24M
Puts
$14.2M
Net Calls
+$9.8M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$450M -$10.4M -865,874 -2%
BlackRock
2
BlackRock
New York
$402M -$2.45M -203,518 -0.6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$293M +$26.9M +2,229,894 +10%
State Street
4
State Street
Massachusetts
$154M +$628K +52,081 +0.4%
Charles Schwab
5
Charles Schwab
California
$142M -$37.8K -3,133 -0%
LSV Asset Management
6
LSV Asset Management
Illinois
$125M +$9.11M +755,543 +8%
AQR Capital Management
7
AQR Capital Management
Connecticut
$96.2M -$35.7M -2,962,775 -27%
Citadel Advisors
8
Citadel Advisors
Florida
$95.6M +$83.6M +6,930,445 +642%
Allianz Asset Management
9
Allianz Asset Management
Germany
$95.3M +$3.18M +263,796 +3%
Capital Research Global Investors
10
Capital Research Global Investors
California
$91.4M -$138M -11,476,308 -60%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$85.7M +$307K +25,458 +0.4%
Northern Trust
12
Northern Trust
Illinois
$83.8M -$6.28M -520,918 -7%
JAM
13
Jupiter Asset Management
United Kingdom
$82.9M -$44.3M -3,675,548 -35%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$81.4M +$6.26M +519,363 +8%
DG
15
Discerene Group
Connecticut
$79.7M
Millennium Management
16
Millennium Management
New York
$79.3M +$35.2M +2,915,180 +78%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$55.4M +$565K +46,808 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$53.1M -$5.74M -476,285 -10%
Bank of America
19
Bank of America
North Carolina
$49.7M +$34.2M +2,836,089 +214%
Morgan Stanley
20
Morgan Stanley
New York
$44.6M +$2.44M +202,411 +6%
First Trust Advisors
21
First Trust Advisors
Illinois
$36.6M +$2.22M +184,412 +6%
Macquarie Group
22
Macquarie Group
Australia
$34.2M +$978K +81,098 +3%
WCM
23
Wedge Capital Management
North Carolina
$31.5M -$2.31M -191,872 -7%
Marshall Wace
24
Marshall Wace
United Kingdom
$24.5M -$15.5M -1,282,077 -38%
Norges Bank
25
Norges Bank
Norway
$24M -$3.86M -320,114 -14%

WU Hedge Fund Activity: Q3 2024 in Review

453 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2024, worth a combined $3.65B — down 3.1% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 51 closed out — a net gain of 13 holders — while 146 added to existing stakes and 170 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $83.6M. The largest seller was Capital Research Global Investors, cutting an estimated $138M.

  • 453 institutional investors held Western Union (WU) as of Q3 2024, up from 442 in Q2 2024.
  • Funds reported $3.65B of Western Union stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q3 2024 and 51 closed out, a net change of +13 holders.
  • The largest Western Union buyer in Q3 2024 was Citadel Advisors, an estimated $83.6M added.
  • The largest Western Union seller in Q3 2024 was Capital Research Global Investors, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2024.