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Union Pacific
UNP

Overview Fund Activity

2,362 hedge funds and large institutions have $97.9B invested in Union Pacific in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 923 increasing their positions, 914 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,362
Holders Change
-45
Holders Change %
-1.87%
% of All Funds
37.8%
Holding in Top 10
58
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.38%
% of All Funds
0.93%
New
168
Increased
923
Reduced
914
Closed
156
Calls
$2.83B
Puts
$1.31B
Net Calls
+$1.52B
Net Calls Change
+$1.46B

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.33B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$736M
3
SCP
Soroban Capital Partners
New York
+$726M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
5
Amundi
Amundi
France
+$284M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$886M
2
Capital World Investors
Capital World Investors
California
-$572M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$518M
4
State Street
State Street
Massachusetts
-$472M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
1651
Legacy Financial Advisors
Kentucky
$526K -$129K -639 -20%
LC
1652
Lindbrook Capital
California
$524K -$11.5K -57 -2%
ACA
1653
Ackerman Capital Advisors
Texas
$523K – – –
KWM
1654
Kolinsky Wealth Management
New Jersey
$523K -$108K -535 -17%
CFSG
1655
Clark Financial Services Group
Missouri
$520K -$3.02K -15 -0.6%
CWM
1656
CarsonAllaria Wealth Management
Illinois
$519K +$604 +3 +0.1%
DBG
1657
De Burlo Group
Massachusetts
$516K – – –
ICM
1658
IMS Capital Management
Oregon
$516K – – –
PRC
1659
Pearl River Capital
Michigan
$516K +$516K +2,563 New
MFA
1660
Mayflower Financial Advisors
Massachusetts
$515K -$15.7K -78 -3%
RWS
1661
Resolute Wealth Strategies
Mississippi
$514K +$514K +2,552 New
TSWM
1662
Triangle Securities Wealth Management
North Carolina
$513K -$25.2K -125 -5%
CAMG
1663
CWA Asset Management Group
Florida
$510K +$190K +943 +59%
EA
1664
Evolution Advisers
Virginia
$508K +$201 +1 +0%
CCM
1665
CAAS Capital Management
New York
$508K +$306K +1,522 +152%
SM
1666
Sweeney & Michel
California
$506K +$506K +2,577 New
DWM
1667
Drive Wealth Management
Utah
$504K +$20.3K +101 +4%
TIA
1668
Traphagen Investment Advisors
New Jersey
$503K +$12.9K +64 +3%
MW
1669
Marcum Wealth
Ohio
$502K -$88.4K -439 -15%
BPFA
1670
Barnes Pettey Financial Advisors
Mississippi
$501K -$6.04K -30 -1%
SMWM
1671
Silvia McColl Wealth Management
California
$500K +$7.85K +39 +2%
1WM
1672
1900 Wealth Management
Texas
$496K – – –
TL
1673
Tradewinds LLC
North Carolina
$496K +$496K +2,465 New
CCM
1674
Carlson Capital Management
Minnesota
$496K -$1.41K -7 -0.3%
WAP
1675
Wealthcare Advisory Partners
Pennsylvania
$491K +$4.83K +24 +1%
65 66
67
68 69