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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 %
JWM
1626
Jeppson Wealth Management
California
$578K +$14.3K +70 +3%
1W
1627
1776 Wealth
Georgia
$575K +$29.1K +142 +5%
BWM
1628
BigSur Wealth Management
Florida
$575K -$205K -1,000 -26%
EFG
1629
Ethos Financial Group
Pennsylvania
$573K – – –
FFBTD
1630
First Financial Bank - Trust Division
Ohio
$573K -$4.91K -24 -0.9%
MMHP
1631
Murphy Middleton Hinkle & Parker
Georgia
$571K – – –
MCCP
1632
Mission Creek Capital Partners
California
$571K -$31.5K -154 -5%
PWG
1633
Portside Wealth Group
Utah
$570K +$570K +2,787 New
CBT
1634
CoreFirst Bank & Trust
Kansas
$568K – – –
TCM
1635
Traynor Capital Management
Pennsylvania
$565K -$18.6K -91 -3%
TIM
1636
Tortoise Investment Management
New York
$563K +$18K +88 +3%
SWM
1637
SeaCrest Wealth Management
New York
$562K -$8.8K -43 -2%
SW
1638
SkyOak Wealth
Michigan
$560K -$123K -600 -18%
BI
1639
Ballast Inc
Kentucky
$558K -$409 -2 -0.1%
DIA
1640
Dana Investment Advisors
Wisconsin
$558K -$818 -4 -0.1%
EAM
1641
Evanson Asset Management
California
$557K – – –
DI
1642
DAGCO Inc
Ohio
$556K +$409 +2 +0.1%
BBNB
1643
Baker Boyer National Bank
Washington
$556K -$1.43K -7 -0.3%
TIA
1644
Tiemann Investment Advisors
California
$555K +$5.12K +25 +0.9%
IGAM
1645
iA Global Asset Management
Quebec, Canada
$555K +$555K +2,713 New
WC
1646
Woodstock Corp
Massachusetts
$552K -$3.48K -17 -0.6%
TNAM
1647
Terra Nova Asset Management
New York
$550K -$4.3K -21 -0.8%
FCFC
1648
First Citizens Financial Corp
Iowa
$550K +$550K +2,689 New
FWM
1649
Fairhaven Wealth Management
Illinois
$550K +$550K +2,687 New
CSWG
1650
Cardinal Strategic Wealth Guidance
Kentucky
$546K -$30.7K -150 -5%
64 65
66
67 68