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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 %
MIM
1701
Montgomery Investment Management
Maryland
$491K – – –
JHCP
1702
Jackson Hole Capital Partners
Oklahoma
$490K – – –
SSWG
1703
Seven Springs Wealth Group
Tennessee
$490K – – –
SC
1704
Schubert & Co
Texas
$490K +$5.32K +26 +1%
EFMC
1705
Empire Financial Management Company
New York
$489K – – –
MFA
1706
Mayflower Financial Advisors
Massachusetts
$489K -$35K -171 -7%
SJIM
1707
St. Johns Investment Management
Florida
$489K -$4.3K -21 -0.9%
UAML
1708
US Asset Management LLC
Pennsylvania
$489K -$819 -4 -0.2%
LC
1709
Lindbrook Capital
California
$488K -$45.4K -222 -9%
BFG
1710
Berger Financial Group
Minnesota
$487K -$1.84K -9 -0.4%
HWA
1711
HHM Wealth Advisors
Tennessee
$486K – – –
OPPS
1712
Obsidian Personal Planning Solutions
Maryland
$485K +$59.3K +290 +14%
GAMC
1713
Garner Asset Management Corp
Texas
$485K -$317K -1,549 -40%
CCG
1714
Ceeto Capital Group
Florida
$485K – – –
KA
1715
Klingman & Associates
New York
$485K +$27.4K +134 +6%
AA
1716
Apriem Advisors
California
$484K – – –
NEPPG
1717
New England Professional Planning Group
Rhode Island
$484K – – –
HCMT
1718
Highland Capital Management (Tennessee)
Tennessee
$484K – – –
SIG
1719
Spinnaker Investment Group
California
$484K – – –
DWM
1720
Drive Wealth Management
Utah
$482K -$29.9K -146 -6%
ACM
1721
Armbruster Capital Management
New York
$482K – – –
WF
1722
WoodTrust Financial
Wisconsin
$482K -$55.5K -271 -10%
HKAM
1723
Horizon Kinetics Asset Management
New York
$481K – – –
FA
1724
Financial Advisors
Massachusetts
$480K – – –
MIFH
1725
Migdal Insurance & Financial Holdings
Israel
$480K – – –
67 68
69
70 71