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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
Primecap Management
51
Primecap Management
California
$338M -$79.1M -397,800 -19%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$333M +$17.2M +86,290 +6%
AllianceBernstein
53
AllianceBernstein
Tennessee
$320M +$1.97M +9,889 +0.6%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$319M -$69.2M -348,013 -18%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$312M -$55.4M -278,603 -15%
CM
56
Cercano Management
Washington
$305M -$23M -115,646 -7%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$299M +$75M +377,512 +35%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$292M -$12.6M -63,530 -4%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$290M -$12.3M -61,853 -4%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$261M -$795K -4,000 -0.3%
Barclays
61
Barclays
United Kingdom
$261M +$168M +844,327 +196%
CS
62
Credit Suisse
Switzerland
$255M -$49.3M -248,230 -17%
Luther King Capital Management (LKCM)
63
Luther King Capital Management (LKCM)
Texas
$252M -$2.83M -14,258 -1%
MIHAS
64
Maj Invest Holding A/S
Denmark
$250M +$22.1M +111,212 +10%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$239M -$48.1M -242,032 -17%
MG
66
Meritage Group
California
$233M +$227M +1,140,017 New
HSBC Holdings
67
HSBC Holdings
United Kingdom
$226M -$6.49M -32,671 -3%
1832 Asset Management
68
1832 Asset Management
Ontario, Canada
$224M +$17.7M +88,958 +9%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$214M -$34.3M -172,303 -14%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$207M -$5.78M -29,059 -3%
Toronto Dominion Bank
71
Toronto Dominion Bank
Ontario, Canada
$206M +$130M +655,327 +187%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$203M -$8.34M -41,976 -4%
Citadel Advisors
73
Citadel Advisors
Florida
$201M +$172M +864,166 +739%
CIA
74
ClearBridge Investments (Australia)
Australia
$194M +$10.7M +53,702 +6%
Two Sigma Investments
75
Two Sigma Investments
New York
$192M -$65.7M -330,570 -26%

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.