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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
MIA
2501
Milestone Investment Advisors
Wisconsin
-$123K -610 Closed
TAIM
2502
TD Ameritrade Investment Management
Nebraska
-$122K -606 Closed
CM
2503
Capula Management
Cayman Islands
-$117K -582 Closed
CCM
2504
Carderock Capital Management
Maryland
-$90.6K -450 Closed
EI
2505
Ellevest Inc
New York
-$85.5K -425 Closed
AWM
2506
Accel Wealth Management
Iowa
-$73.8K -367 Closed
CIA
2507
Cascade Investment Advisors
Oregon
-$73.5K -365 Closed
MSFP
2508
Mark Sheptoff Financial Planning
Connecticut
-$64.7K -322 Closed
SSC
2509
Syverson Strege & Co
Iowa
-$38.5K -191 Closed
CWAF
2510
Core Wealth Advisors (Florida)
Florida
-$22.1K -110 Closed
OCM
2511
Orion Capital Management
California
-$18.3K -91 Closed
GFWA
2512
Grey Fox Wealth Advisors
Delaware
-$18K -90 Closed
CCM
2513
Chilton Capital Management
Texas
-$14.5K -72 Closed
QL
2514
Quarry LP
New York
-$14.5K -72 Closed
RF
2515
Robbins Farley
New Hampshire
-$10.5K -52 Closed
SCA
2516
Stuart Chaussee & Associates
California
-$10.5K -52 Closed
MWC
2517
MBM Wealth Consultants
Missouri
-$2K -45 Closed
TCWA
2518
Ten Capital Wealth Advisors
Washington
-$8.65K -43 Closed
CIA
2519
Cape Investment Advisory
Georgia
-$1.61K -8 Closed
GA
2520
GoalVest Advisory
New York
-$1.42K -7 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.