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Union Pacific

2,413 hedge funds and large institutions have $98.5B invested in Union Pacific in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 899 increasing their positions, 972 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $2.38B | Put options by funds: $1.09B

54% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 105

2% more funds holding

Funds holding: 2,3742,413 (+39)

0% more capital invested

Capital invested by funds: $98.1B → $98.5B (+$393M)

8% less repeat investments, than reductions

Existing positions increased: 899 | Existing positions reduced: 972

3% less funds holding in top 10

Funds holding in top 10: 5957 (-2)

6.78% less ownership

Funds ownership: 85.43%78.64% (-6.8%)

Holders
2,413
Holders Change
+39
Holders Change %
+1.64%
% of All Funds
37.89%
Holding in Top 10
57
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.39%
% of All Funds
0.89%
New
162
Increased
899
Reduced
972
Closed
105
Calls
$2.38B
Puts
$1.09B
Net Calls
+$1.29B
Net Calls Change
-$232M
Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
2476
Houlihan Financial Resource Group
Virginia
-$261K -1,299 Closed
TLP
2477
Trinity Legacy Partners
Texas
-$242K -1,201 Closed
SICM
2478
Sustainable Insight Capital Management
New York
-$241K -1,197 Closed
MCM
2479
Mitchell Capital Management
Kansas
-$234K -1,161 Closed
AWC
2480
Abundance Wealth Counselors
Pennsylvania
-$231K -1,147 Closed
NC
2481
NBW Capital
Massachusetts
-$230K -1,141 Closed
AFT
2482
Alpha Family Trust
California
-$228K -1,135 Closed
CIP
2483
Capital Insight Partners
Arizona
-$227K -1,129 Closed
FNBOMD
2484
First National Bank of Mount Dora
Florida
-$224K -1,111 Closed
OPOWM
2485
One Plus One Wealth Management
Florida
-$223K -1,109 Closed
GA
2486
Greenspring Advisors
Maryland
-$223K -1,107 Closed
GBWM
2487
Granite Bay Wealth Management
New Hampshire
-$219K -1,086 Closed
CWM
2488
Curi Wealth Management
North Carolina
-$218K -1,085 Closed
PWP
2489
Perfromance Wealth Partners
Illinois
-$213K -1,057 Closed
ST
2490
Sageworth Trust
Pennsylvania
-$210K -1,045 Closed
VFP
2491
Verus Financial Partners
Virginia
-$205K -1,039 Closed
APW
2492
Austin Private Wealth
Texas
-$209K -1,036 Closed
LAM
2493
Lifestyle Asset Management
Texas
-$208K -1,033 Closed
RFG
2494
Range Financial Group
Oregon
-$206K -1,024 Closed
AWS
2495
Aspen Wealth Strategies
Colorado
-$205K -1,020 Closed
SOAG
2496
Silver Oak Advisory Group
Oregon
-$204K -1,018 Closed
TAM
2497
Titleist Asset Management
Texas
-$203K -1,009 Closed
SC
2498
Sonen Capital
California
-$202K -1,002 Closed
FCA
2499
Fortis Capital Advisors
Kansas
-$175K -872 Closed
SOAMC
2500
Spirit of America Management Corp
New York
-$151K -750 Closed

UNP Hedge Fund Activity: Q2 2023 in Review

2,413 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2023, worth a combined $98.5B — up 0.4% from $98.1B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new UNP positions and 105 closed out — a net gain of 57 holders — while 899 added to existing stakes and 972 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $728M. The largest seller was OFI Invest Asset Management, cutting an estimated $7.5B.

  • 2,413 institutional investors held Union Pacific (UNP) as of Q2 2023, up from 2,374 in Q1 2023.
  • Funds reported $98.5B of Union Pacific stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 162 funds opened new Union Pacific positions in Q2 2023 and 105 closed out, a net change of +57 holders.
  • The largest Union Pacific buyer in Q2 2023 was T. Rowe Price Associates, an estimated $728M added.
  • The largest Union Pacific seller in Q2 2023 was OFI Invest Asset Management, an estimated $7.5B sold.

Based on aggregated 13F filings for Q2 2023.