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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 %
AP
1276
Appleton Partners
Massachusetts
$1.15M -$491K -2,401 -30%
SCP
1277
Syntal Capital Partners
Texas
$1.14M -$175K -855 -13%
WPW
1278
Waldron Private Wealth
Pennsylvania
$1.14M -$7.37K -36 -0.6%
FA
1279
FDx Advisors
Illinois
$1.14M -$464K -2,267 -29%
HPIA
1280
Hamilton Point Investment Advisors
North Carolina
$1.14M – – –
FFM
1281
Forum Financial Management
Illinois
$1.14M +$283K +1,382 +33%
HWA
1282
Heartwood Wealth Advisors
Virginia
$1.14M -$23.9K -117 -2%
AUB
1283
Atlantic Union Bankshares
Virginia
$1.14M -$30.7K -150 -3%
CAAS
1284
Capital Asset Advisory Services
Michigan
$1.13M +$67.1K +318 +6%
SB
1285
Sunflower Bank
Texas
$1.13M +$1.02K +5 +0.1%
VNA
1286
Valley National Advisers
Pennsylvania
$1.13M +$4.5K +22 +0.4%
STA
1287
Summit Trail Advisors
New York
$1.13M +$566K +2,767 +101%
AIIMS
1288
Analyst IMS Investment Management Services
Israel
$1.12M +$205 +1 +0%
MMM
1289
Mendel Money Management
Illinois
$1.11M +$114K +559 +11%
TC
1290
Truvestments Capital
Florida
$1.11M +$208K +1,017 +23%
BHIC
1291
Bassett Hargrove Investment Counsel
Delaware
$1.11M +$340K +2,342 +44%
TFS
1292
Thoroughbred Financial Services
Tennessee
$1.11M -$68.7K -336 -6%
ARMT
1293
Amica Retiree Medical Trust
Rhode Island
$1.1M -$70.4K -344 -6%
AFG
1294
Atomi Financial Group
New York
$1.1M +$89.4K +437 +9%
AWAG
1295
ARS Wealth Advisors Group
Florida
$1.1M +$132K +644 +14%
NPA
1296
Nichols & Pratt Advisers
Massachusetts
$1.09M – – –
SWK
1297
Stephen W. Kidder
$1.09M -$5.12K -25 -0.5%
GWAG
1298
Garrett Wealth Advisory Group
Texas
$1.08M +$14.9K +73 +1%
CWM
1299
Congress Wealth Management
Massachusetts
$1.08M -$380K -1,855 -26%
RWP
1300
Ridgecrest Wealth Partners
California
$1.08M – – –
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