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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 %
BFS
1426
Bard Financial Services
Connecticut
$818K – – –
WMC
1427
Westwood Management Corporation
Illinois
$818K -$511K -2,500 -38%
BWP
1428
BSW Wealth Partners
Colorado
$813K +$4.91K +24 +0.6%
S
1429
SimplyRich
California
$810K – – –
TTWM
1430
TCV Trust & Wealth Management
Virginia
$808K -$7.16K -35 -0.9%
HAIM
1431
Hunter Associates Investment Management
Pennsylvania
$808K -$61.3K -300 -7%
PCM
1432
Penserra Capital Management
California
$807K +$752K +3,684 +1,375%
KC
1433
Kingfisher Capital
North Carolina
$806K +$18.2K +89 +2%
PA
1434
PFW Advisors
Georgia
$806K +$806K +3,512 New
PP
1435
Patron Partners
Texas
$806K -$63.2K -309 -7%
NFG
1436
Nations Financial Group
Iowa
$806K +$13.3K +65 +2%
TWM
1437
Thrive Wealth Management
Pennsylvania
$805K +$140K +684 +21%
CA
1438
Cornerstone Advisory
Maryland
$804K +$9.41K +46 +1%
OAJ
1439
Ogorek Anthony Joseph
New York
$804K -$918K -4,485 -53%
USB
1440
Union Savings Bank
Connecticut
$804K +$804K +3,465 New
WA
1441
Wealth Alliance
New York
$802K +$71.4K +349 +10%
PPC
1442
Park Place Capital
Alabama
$797K +$9.21K +45 +1%
FPF
1443
First Pacific Financial
Washington
$795K +$128K +625 +19%
MA
1444
MCF Advisors
Kentucky
$794K +$43.4K +212 +6%
WA
1445
WBH Advisory
Maryland
$793K +$205 +1 +0%
GDP
1446
Great Diamond Partners
Maine
$791K -$8.19K -40 -1%
NB
1447
Nicolet Bankshares
Wisconsin
$790K -$39.5K -193 -5%
IFS
1448
Intelligent Financial Strategies
Minnesota
$788K – – –
MPPW
1449
Mitchell & Pahl Private Wealth
Oklahoma
$788K -$28.6K -140 -4%
MFG
1450
MidWestOne Financial Group
Iowa
$787K -$542K -2,648 -41%
56 57
58
59 60