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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 %
KWM
1651
Keebeck Wealth Management
Illinois
$546K – – –
VWM
1652
Venturi Wealth Management
Texas
$545K +$60.2K +294 +12%
NCM
1653
Narwhal Capital Management
Georgia
$544K -$1.16M -5,649 -68%
FDCC
1654
Foster Dykema Cabot & Co
Massachusetts
$544K – – –
EWM
1655
Edge Wealth Management
New York
$543K – – –
PWMG
1656
Prestige Wealth Management Group
New Jersey
$542K +$4.3K +21 +0.8%
EFSCE
1657
Enterprise Financial Services Corp (EFSC)
Missouri
$538K -$326K -1,593 -38%
SW
1658
SMART Wealth
Nebraska
$536K +$204K +997 +61%
KWM
1659
Kolinsky Wealth Management
New Jersey
$536K +$3.48K +17 +0.7%
RIA
1660
Realta Investment Advisors
Delaware
$535K +$121K +592 +29%
PA
1661
Probity Advisors
Texas
$535K +$535K +2,613 New
JSL
1662
JT Stratford LLC
Georgia
$534K -$21.5K -105 -4%
MPIA
1663
Mountain Pacific Investment Advisers
Idaho
$533K -$5.12K -25 -1%
ACA
1664
Ackerman Capital Advisors
Texas
$532K – – –
CFSG
1665
Clark Financial Services Group
Missouri
$531K +$2.25K +11 +0.4%
WP
1666
WealthSource Partners
California
$530K -$368K -1,798 -41%
CAMV
1667
Concord Asset Management (Virginia)
Virginia
$526K +$93.3K +456 +22%
RWS
1668
Resolute Wealth Strategies
Mississippi
$526K +$3.48K +17 +0.7%
HPM
1669
Hoxton Planning & Management
West Virginia
$525K +$27.4K +134 +6%
DBG
1670
De Burlo Group
Massachusetts
$525K – – –
ICM
1671
IMS Capital Management
Oregon
$524K – – –
CMS
1672
Capital Market Strategies
Florida
$524K +$524K +2,560 New
1WM
1673
1900 Wealth Management
Texas
$520K +$29.1K +142 +6%
HBT
1674
Heartland Bank & Trust
Illinois
$517K -$32.7K -160 -6%
BPFA
1675
Barnes Pettey Financial Advisors
Mississippi
$517K +$6.96K +34 +1%
65 66
67
68 69