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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 %
TSWM
1676
Triangle Securities Wealth Management
North Carolina
$516K -$6.14K -30 -1%
MAM
1677
Marotta Asset Management
Virginia
$515K +$515K +2,518 New
CWM
1678
CarsonAllaria Wealth Management
Illinois
$515K -$12.3K -60 -2%
GWS
1679
Glassman Wealth Services
Virginia
$515K -$137K -668 -21%
EL
1680
Essex LLC
Illinois
$514K -$123K -600 -19%
EWS
1681
Evergreen Wealth Solutions
Pennsylvania
$512K +$91.7K +448 +22%
JGGDR
1682
JGP Global Gestao de Recursos
Brazil
$512K -$12.6M -61,636 -96%
SHGA
1683
Sand Hill Global Advisors
California
$509K -$36K -176 -7%
PPWM
1684
Paragon Private Wealth Management
Kentucky
$508K +$39.1K +191 +8%
SMWM
1685
Silvia McColl Wealth Management
California
$508K – – –
CCM
1686
Carlson Capital Management
Minnesota
$506K +$2.25K +11 +0.4%
BS
1687
Bessemer Securities
New York
$506K -$1.29M -6,307 -72%
MG
1688
Mather Group
Illinois
$506K +$166K +812 +49%
TL
1689
Tradewinds LLC
North Carolina
$504K – – –
EA
1690
Evolution Advisers
Virginia
$503K -$14.3K -70 -3%
WA
1691
Wambolt & Associates
Colorado
$503K +$29.5K +144 +6%
CC
1692
Corton Capital
Ontario, Canada
$501K -$271K -1,326 -35%
KOMWMG
1693
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$498K – – –
CAM
1694
CenterStar Asset Management
Illinois
$497K +$497K +2,427 New
LWMG
1695
Levy Wealth Management Group
Pennsylvania
$497K +$205 +1 +0%
WAM
1696
WFA Asset Management
Wisconsin
$496K +$3.27K +16 +0.7%
QI
1697
Qtron Investments
Massachusetts
$496K -$485K -2,369 -49%
CG
1698
Corundum Group
Colorado
$496K +$237K +1,158 +91%
IWA
1699
Intercontinental Wealth Advisors
Texas
$495K +$2.46K +12 +0.5%
AIA
1700
Alera Investment Advisors
Illinois
$492K +$31.9K +156 +7%
66 67
68
69 70