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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
+$749M
2
Franklin Resources
Franklin Resources
California
+$468M
3
Capital International Investors
Capital International Investors
California
+$344M
4
MG
Meritage Group
California
+$233M
5
Citadel Advisors
Citadel Advisors
Florida
+$177M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$7.72B
2
PI
Putnam Investments
Massachusetts
-$407M
3
Amundi
Amundi
France
-$330M
4
BlackRock
BlackRock
New York
-$296M
5
Bank of America
Bank of America
North Carolina
-$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
1126
GM Advisory Group
New York
$1.62M +$2.46K +12 +0.2%
LIM
1127
Leavell Investment Management
Alabama
$1.61M -$41.8K -204 -3%
TRIA
1128
Trail Ridge Investment Advisors
Colorado
$1.6M -$40.9K -200 -2%
BWM
1129
Baystate Wealth Management
Massachusetts
$1.59M -$12.9K -63 -0.8%
MWM
1130
Mission Wealth Management
California
$1.59M +$54.2K +265 +4%
LAIC
1131
Lederer & Associates Investment Counsel
California
$1.59M -$26.6K -130 -2%
Nomura Holdings
1132
Nomura Holdings
Japan
$1.59M +$1.37M +6,673 +617%
AAM
1133
Azzad Asset Management
Virginia
$1.58M +$47.9K +234 +3%
SAM
1134
Summit Asset Management
Tennessee
$1.57M +$21.1K +103 +1%
BFO
1135
Biltmore Family Office
North Carolina
$1.57M -$21.7K -106 -1%
EWA
1136
Encompass Wealth Advisors
Oregon
$1.57M – – –
WP
1137
WMS Partners
Maryland
$1.56M +$9K +44 +0.6%
CWM
1138
Centric Wealth Management
Illinois
$1.56M +$87.7K +428 +6%
ERIC
1139
Eagle Rock Investment Company
Georgia
$1.55M +$411K +1,959 +36%
CWM
1140
Connecticut Wealth Management
Connecticut
$1.55M -$99.4K -486 -6%
JWBC
1141
John W. Bristol & Co
New York
$1.55M -$640K -3,130 -29%
IWS
1142
Insight Wealth Strategies
California
$1.54M +$17.6K +86 +1%
CA
1143
CoreCap Advisors
Michigan
$1.54M +$1.54M +7,535 New
AAM
1144
AR Asset Management
California
$1.54M – – –
JFGIW
1145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.53M +$320K +1,564 +26%
SC
1146
Searle & Co
Connecticut
$1.53M – – –
BAM
1147
Belpointe Asset Management
Nevada
$1.53M -$758K -3,705 -33%
BFG
1148
Bouchey Financial Group
New York
$1.53M -$16.6K -81 -1%
MF
1149
Montis Financial
Massachusetts
$1.52M -$71.4K -349 -4%
BEI
1150
Benjamin Edwards Inc
Missouri
$1.52M -$219K -1,070 -13%
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