We are live on ! Find out more
UNP icon

Union Pacific

2,413 hedge funds and large institutions have $98.5B invested in Union Pacific in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 899 increasing their positions, 972 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $2.38B | Put options by funds: $1.09B

54% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 105

2% more funds holding

Funds holding: 2,3742,413 (+39)

0% more capital invested

Capital invested by funds: $98.1B → $98.5B (+$393M)

8% less repeat investments, than reductions

Existing positions increased: 899 | Existing positions reduced: 972

3% less funds holding in top 10

Funds holding in top 10: 5957 (-2)

6.78% less ownership

Funds ownership: 85.43%78.64% (-6.8%)

Holders
2,413
Holders Change
+39
Holders Change %
+1.64%
% of All Funds
37.89%
Holding in Top 10
57
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.39%
% of All Funds
0.89%
New
162
Increased
899
Reduced
972
Closed
105
Calls
$2.38B
Puts
$1.09B
Net Calls
+$1.29B
Net Calls Change
-$232M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
151
Scharf Investments
California
$71.3M +$69.3M +348,531 New
HighTower Advisors
152
HighTower Advisors
Illinois
$71M +$6.34M +31,910 +10%
SSA
153
Schonfeld Strategic Advisors
New York
$70.7M +$54.2M +272,808 +374%
JHP
154
James Hambro & Partners
United Kingdom
$70.7M +$1.93M +9,708 +3%
Royal London Asset Management
155
Royal London Asset Management
United Kingdom
$70.7M +$10.6M +53,140 +18%
Bank Julius Baer & Co
156
Bank Julius Baer & Co
Switzerland
$69.9M +$2.84M +14,285 +4%
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$68.9M -$2.76M -13,868 -4%
WGAM
158
Wilkinson Global Asset Management
New York
$68.4M -$716K -3,603 -1%
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$68.3M -$5.31M -26,703 -7%
SAM
160
Storebrand Asset Management
Norway
$65.6M +$3.35M +16,869 +6%
State of Wisconsin Investment Board
161
State of Wisconsin Investment Board
Wisconsin
$65M -$1.61M -8,112 -2%
Osaic Holdings
162
Osaic Holdings
Arizona
$64.9M -$588K -2,956 -0.9%
DC
163
Davenport & Co
Virginia
$64.2M -$1.22M -6,140 -2%
KeyBank National Association
164
KeyBank National Association
Ohio
$63.1M -$1.48M -7,448 -2%
Bank of Nova Scotia
165
Bank of Nova Scotia
Ontario, Canada
$61.9M +$25.4M +127,753 +73%
MA
166
Marshfield Associates
District of Columbia
$61.8M +$3.08M +15,475 +5%
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$61.2M +$484K +2,437 +0.8%
CIM
168
CCLA Investment Management
United Kingdom
$61.1M +$346K +1,742 +0.6%
SC
169
Skylands Capital
Wisconsin
$60.3M -$219K -1,100 -0.4%
CIC
170
Chilton Investment Company
Connecticut
$59.9M -$47M -236,647 -45%
MSV
171
MN Services Vermogensbeheer
Netherlands
$59.9M -$5.03M -25,300 -8%
KFC
172
Klingenstein Fields & Co
New York
$59.3M -$634K -3,191 -1%
Nomura Asset Management
173
Nomura Asset Management
Japan
$59.3M +$8.59M +43,230 +18%
Millennium Management
174
Millennium Management
New York
$59.2M -$65.7M -330,528 -53%
RFC
175
Regions Financial Corp
Alabama
$58.8M -$770K -3,874 -1%

UNP Hedge Fund Activity: Q2 2023 in Review

2,413 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2023, worth a combined $98.5B — up 0.4% from $98.1B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new UNP positions and 105 closed out — a net gain of 57 holders — while 899 added to existing stakes and 972 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $728M. The largest seller was OFI Invest Asset Management, cutting an estimated $7.5B.

  • 2,413 institutional investors held Union Pacific (UNP) as of Q2 2023, up from 2,374 in Q1 2023.
  • Funds reported $98.5B of Union Pacific stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 162 funds opened new Union Pacific positions in Q2 2023 and 105 closed out, a net change of +57 holders.
  • The largest Union Pacific buyer in Q2 2023 was T. Rowe Price Associates, an estimated $728M added.
  • The largest Union Pacific seller in Q2 2023 was OFI Invest Asset Management, an estimated $7.5B sold.

Based on aggregated 13F filings for Q2 2023.