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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
Canada Pension Plan Investment Board
26
Canada Pension Plan Investment Board
Ontario, Canada
$784M +$20.9M +105,093 +3%
Lazard Asset Management
27
Lazard Asset Management
New York
$746M +$43.5M +218,977 +6%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$724M -$4.24M -21,338 -0.6%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$691M -$177M -888,184 -21%
Charles Schwab
30
Charles Schwab
California
$671M -$4.44M -22,329 -0.7%
State Farm Mutual Automobile Insurance
31
State Farm Mutual Automobile Insurance
Illinois
$643M
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$642M +$17.4M +87,738 +3%
UBS AM
33
UBS AM
Illinois
$602M
RJA
34
Raymond James & Associates
Florida
$589M -$89.7M -451,424 -14%
Goldman Sachs
35
Goldman Sachs
New York
$571M +$3.26M +16,412 +0.6%
Principal Financial Group
36
Principal Financial Group
Iowa
$563M -$30.9M -155,364 -5%
Amundi
37
Amundi
France
$563M -$318M -1,601,714 -37%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$514M -$11.2M -56,427 -2%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$483M -$12.5M -63,055 -3%
Swiss National Bank
40
Swiss National Bank
Switzerland
$451M -$46.9M -235,900 -10%
QP
41
Quilter Plc
United Kingdom
$433M +$4.73M +23,770 +6%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$416M -$7.24M -36,407 -2%
Stifel Financial
43
Stifel Financial
Missouri
$405M -$18M -90,632 -4%
ClearBridge Investments
44
ClearBridge Investments
New York
$404M +$8.57M +43,100 +2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$397M +$78.9M +396,660 +29%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$377M -$61.1M -307,245 -14%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$369M -$70.1M -352,700 -16%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$365M +$51.1M +257,058 +17%
Diamond Hill Capital Management
49
Diamond Hill Capital Management
Ohio
$361M +$7.52M +37,809 +2%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$356M -$73.7M -370,500 -18%

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.