Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Net increased
positions 		Increased positions Reduced positions Return since
31 Dec ‘23
2001
6 15 9 91%
2002
6 36 30 34%
2003
6 16 10 54.3%
VTN icon
2004
Invesco Trust for Investment Grade New York Municipals
VTN
$168M
6 13 7 10.3%
2005
6 49 43 38.9%
2006
6 10 4 61.5%
2007
6 10 4 1.19%
2008
6 10 4 18%
2009
6 9 3 15%
2010
6 12 6 54.3%
UNP icon
2011
Union Pacific
UNP
$158B
6 937 931 8.69%
2012
6 74 68 97.3%
2013
6 12 6 72.8%
2014
6 28 22 81.7%
2015
6 31 25 526%
2016
6 88 82 28.8%
2017
6 26 20 67.3%
2018
6 8 2 18.6%
2019
6 10 4 1.73%
2020
6 7 1 21.8%
2021
6 18 12 36.3%
2022
6 11 5 216%
2023
6 53 47 –
2024
6 10 4 1.56%
2025
6 21 15 1,696%
79 80
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82 83