UNP icon

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 %
SFWC
1726
Strategic Family Wealth Counselors
New Jersey
$480K – – –
MC
1727
Maverick Capital
Texas
$479K -$144K -703 -23%
AFG
1728
AFS Financial Group
Maryland
$479K +$67.1K +328 +16%
SIA
1729
SkyView Investment Advisors
New Jersey
$478K -$511K -2,494 -52%
MW
1730
Marcum Wealth
Ohio
$477K -$32.9K -161 -6%
LWM
1731
LJI Wealth Management
Indiana
$477K – – –
GC
1732
Garde Capital
Washington
$477K – – –
HCA
1733
Heck Capital Advisors
Wisconsin
$477K -$10.4K -51 -2%
CCMG
1734
Clark Capital Management Group
Pennsylvania
$476K -$30.2M -147,353 -98%
RMAM
1735
Raab & Moskowitz Asset Management
New Jersey
$476K +$4.3K +21 +0.9%
HCM
1736
Hengehold Capital Management
Ohio
$474K +$205 +1 +0%
RWM
1737
Refined Wealth Management
Utah
$473K +$2.87K +14 +0.6%
SFG
1738
Sunburst Financial Group
Alabama
$472K +$2.05K +10 +0.4%
WAP
1739
Wealthcare Advisory Partners
Pennsylvania
$471K -$28.4K -139 -6%
AC
1740
AXQ Capital
New Jersey
$471K +$471K +2,300 New
CAG
1741
Csenge Advisory Group
Florida
$470K -$197K -962 -30%
GSIS
1742
Global Strategic Investment Solutions
Arizona
$470K +$84.1K +411 +22%
FCAG
1743
First Capital Advisors Group
New Jersey
$470K -$120K -586 -20%
CCIA
1744
Campbell & Co Investment Adviser
Maryland
$469K +$103K +504 +28%
MC
1745
Matisse Capital
Oregon
$469K – – –
SMH
1746
Sanders Morris Harris
Texas
$469K +$469K +2,275 New
4WM
1747
44 Wealth Management
Oregon
$468K -$4.3K -21 -0.9%
PIA
1748
Perennial Investment Advisors
California
$465K -$1.84K -9 -0.4%
SXL
1749
Summit X LLC
Missouri
$464K +$26.6K +130 +6%
MAM
1750
Mystic Asset Management
Rhode Island
$463K – – –
68 69
70
71 72