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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
SAM
126
Silvercrest Asset Management
New York
$91.3M +$1.77M +8,882 +2%
Parnassus Investments
127
Parnassus Investments
California
$89.3M
EAM
128
Eagle Asset Management
Florida
$85.3M -$18.4M -92,358 -18%
Westfield Capital Management
129
Westfield Capital Management
Massachusetts
$85.2M -$4.15M -20,868 -5%
Vontobel Holding
130
Vontobel Holding
Switzerland
$83.4M +$3.38M +17,026 +4%
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$82M -$10.7M -53,596 -12%
Korea Investment Corp
132
Korea Investment Corp
South Korea
$81.7M +$2.49M +12,545 +3%
WHG
133
Westwood Holdings Group
Texas
$80.3M -$40.5M -203,483 -34%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$78.4M -$84.8M -426,561 -53%
Assenagon Asset Management
135
Assenagon Asset Management
Luxembourg
$78.1M +$39.2M +197,419 +107%
Cerity Partners
136
Cerity Partners
New York
$77.4M +$2.8M +14,106 +4%
WHRC
137
W.H. Reaves & Co
New Jersey
$77.4M -$487K -2,449 -0.6%
First Trust Advisors
138
First Trust Advisors
Illinois
$77.1M -$179M -898,346 -70%
Aviva
139
Aviva
United Kingdom
$75.6M -$9.01M -45,329 -11%
Russell Investments Group
140
Russell Investments Group
United Kingdom
$75.4M -$7.99M -40,177 -10%
GT
141
Glenmede Trust
Pennsylvania
$75.2M
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$74.2M -$25.3M -127,345 -26%
PWM
143
Perigon Wealth Management
California
$73.8M -$104K -521 -0.1%
Allianz Asset Management
144
Allianz Asset Management
Germany
$73.8M -$6.49M -32,668 -8%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$73.7M -$1.08M -5,409 -1%
State of New Jersey Common Pension Fund D
146
State of New Jersey Common Pension Fund D
New Jersey
$73.7M -$443K -2,230 -0.6%
SC
147
Saturna Capital
Washington
$73.5M +$218K +1,095 +0.3%
Retirement Systems of Alabama
148
Retirement Systems of Alabama
Alabama
$72.8M -$8.41M -42,284 -11%
CIMLRA
149
CBRE Investment Management Listed Real Assets
Pennsylvania
$72.5M +$18.5M +93,289 +36%
EIP
150
Epoch Investment Partners
New York
$71.9M +$21.8M +109,467 +45%

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.