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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 %
FANJ
1526
Financial Architects (New Jersey)
New Jersey
$671K -$64.5K -315 -9%
GHAM
1527
Gilman Hill Asset Management
Connecticut
$669K -$69K -337 -9%
EWP
1528
Engrave Wealth Partners
Texas
$669K -$3.27K -16 -0.5%
FAG
1529
Financial Advisory Group
Texas
$667K -$30.7K -150 -4%
WIS
1530
Wright Investors Service
Connecticut
$667K -$17.6K -86 -3%
SWA
1531
SFMG Wealth Advisors
Texas
$666K -$70K -342 -10%
RGF
1532
Retirement Guys Formula
Ohio
$665K +$60.2K +294 +10%
TIMH
1533
Tilt Investment Management Holdings
New York
$661K – – –
FRM
1534
Fox Run Management
Connecticut
$661K +$661K +3,228 New
SIC
1535
Salem Investment Counselors
North Carolina
$660K -$9.41K -46 -1%
SC
1536
Steph & Co
Wisconsin
$660K +$409 +2 +0.1%
CT
1537
Columbia Trust
Oregon
$658K -$2.46K -12 -0.4%
CWP
1538
Concord Wealth Partners
Virginia
$657K +$292K +1,428 +80%
LSPW
1539
Lake Street Private Wealth
Illinois
$656K -$27.8K -136 -4%
IC
1540
Inscription Capital
Texas
$656K -$149K -727 -18%
GA
1541
Geller Advisors
New York
$656K +$404K +1,973 +160%
CBA
1542
Coastal Bridge Advisors
Connecticut
$655K -$53.6K -262 -8%
HIIFS
1543
Harel Insurance Investments & Financial Services
Israel
$655K -$44.4K -217 -6%
BWIA
1544
Bryant Woods Investment Advisors
New York
$655K – – –
AAMC
1545
Asset Allocation & Management Company
Illinois
$653K – – –
LTAS
1546
Linden Thomas Advisory Services
North Carolina
$651K +$110K +539 +20%
AI
1547
AXS Investments
New York
$651K -$30.7K -150 -5%
PTB
1548
Pioneer Trust Bank
Oregon
$651K – – –
BMA
1549
Brooks Moore & Associates
Tennessee
$650K – – –
HNWAG
1550
High Net Worth Advisory Group
Florida
$650K -$4.51K -22 -0.7%
60 61
62
63 64