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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 %
FFA
1576
Fortune Financial Advisors
Kansas
$622K +$622K +3,040 New
VCM
1577
Violich Capital Management
California
$622K -$20.5K -100 -3%
PCM
1578
Pointe Capital Management
Michigan
$620K – – –
NP
1579
NorthRock Partners
Minnesota
$618K +$47.5K +232 +8%
NA
1580
Navellier & Associates
Nevada
$618K -$284K -1,388 -31%
HT
1581
Headlands Technologies
Illinois
$618K +$618K +3,018 New
PEA
1582
Park Edge Advisors
Ohio
$617K -$17.2K -84 -3%
IA
1583
IFG Advisors
Missouri
$617K – – –
TAM
1584
Trillium Asset Management
Massachusetts
$615K – – –
CFO
1585
CVA Family Office
Colorado
$613K +$48.7K +238 +9%
NVIM
1586
New Vernon Investment Management
Illinois
$611K – – –
SGI
1587
Summit Global Investments
Utah
$608K +$608K +2,970 New
AG
1588
AIA Group
Hong Kong
$608K +$21.1K +103 +4%
NHC
1589
Nicholas Hoffman & Company
Georgia
$607K +$14.5K +71 +2%
9WM
1590
9258 Wealth Management
Ohio
$606K +$16.2K +79 +3%
DWA
1591
Dougherty Wealth Advisers
Minnesota
$606K – – –
MCM
1592
Mengis Capital Management
Oregon
$605K – – –
CHP
1593
Cable Hill Partners
Oregon
$603K – – –
TPA
1594
Trivium Point Advisory
Connecticut
$602K -$21.5K -105 -3%
CAG
1595
Crestwood Advisors Group
Massachusetts
$601K -$93.9K -459 -14%
KP
1596
Keel Point
Alabama
$600K +$13.7K +67 +2%
MFWP
1597
Mosaic Family Wealth Partners
Missouri
$600K -$1.64K -8 -0.3%
PWMAG
1598
Pinnacle Wealth Management Advisory Group
New Jersey
$599K +$181K +883 +43%
TSS
1599
Thomas Story & Son
Indiana
$599K – – –
AAS
1600
Ameritas Advisory Services
Nebraska
$598K -$411K -2,026 -41%
62 63
64
65 66