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Union Pacific
UNP

Overview Fund Activity

2,400 hedge funds and large institutions have $98.3B invested in Union Pacific in 2023 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 895 increasing their positions, 968 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,400
Holders Change
+38
Holders Change %
+1.61%
% of All Funds
37.85%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.88%
New
160
Increased
895
Reduced
968
Closed
104
Calls
$2.38B
Puts
$1.09B
Net Calls
+$1.29B
Net Calls Change
-$232M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.12B
2
Franklin Resources
Franklin Resources
California
$1.27B
3
Capital International Investors
Capital International Investors
California
$2.73B
4
MG
Meritage Group
California
$233M
5
Citadel Advisors
Citadel Advisors
Florida
$201M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$37.1M
2
PI
Putnam Investments
Massachusetts
$109M
3
Amundi
Amundi
France
$563M
4
BlackRock
BlackRock
New York
$8.57B
5
Bank of America
Bank of America
North Carolina
$2.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
2476
Sageworth Trust
Pennsylvania
– -$210K -1,045 Closed
VFP
2477
Verus Financial Partners
Virginia
– -$205K -1,039 Closed
APW
2478
Austin Private Wealth
Texas
– -$209K -1,036 Closed
LAM
2479
Lifestyle Asset Management
Texas
– -$208K -1,033 Closed
RFG
2480
Range Financial Group
Oregon
– -$206K -1,024 Closed
AWS
2481
Aspen Wealth Strategies
Colorado
– -$205K -1,020 Closed
SOAG
2482
Silver Oak Advisory Group
Oregon
– -$204K -1,018 Closed
TAM
2483
Titleist Asset Management
Texas
– -$203K -1,009 Closed
SC
2484
Sonen Capital
California
– -$202K -1,002 Closed
FCA
2485
Fortis Capital Advisors
Kansas
– -$175K -872 Closed
SOAMC
2486
Spirit of America Management Corp
New York
– -$151K -750 Closed
MIA
2487
Milestone Investment Advisors
Wisconsin
– -$123K -610 Closed
TAIM
2488
TD Ameritrade Investment Management
Nebraska
– -$122K -606 Closed
CM
2489
Capula Management
Cayman Islands
– -$117K -582 Closed
CCM
2490
Carderock Capital Management
Maryland
– -$90.6K -450 Closed
EI
2491
Ellevest Inc
New York
– -$85.5K -425 Closed
AWM
2492
Accel Wealth Management
Iowa
– -$73.8K -367 Closed
CIA
2493
Cascade Investment Advisors
Oregon
– -$73.5K -365 Closed
MSFP
2494
Mark Sheptoff Financial Planning
Connecticut
– -$64.7K -322 Closed
SSC
2495
Syverson Strege & Co
Iowa
– -$38.5K -191 Closed
CWA
2496
Core Wealth Advisors
Florida
– -$22.1K -110 Closed
OCM
2497
Orion Capital Management
California
– -$18.3K -91 Closed
GFWA
2498
Grey Fox Wealth Advisors
Delaware
– -$18K -90 Closed
CCM
2499
Chilton Capital Management
Texas
– -$14.5K -72 Closed
QL
2500
Quarry LP
New York
– -$14.5K -72 Closed
97 98 99
100
101