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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 %
BCM
1776
BTC Capital Management
Iowa
$443K +$443K +2,164 New
EWM
1777
EPG Wealth Management
Georgia
$442K +$41.7K +204 +10%
FHA
1778
Flagship Harbor Advisors
Massachusetts
$442K -$14.7K -72 -3%
SDAM
1779
Shulman DeMeo Asset Management
New York
$442K +$7.78K +38 +2%
FCIM
1780
Fairview Capital Investment Management
California
$441K – – –
DI
1781
Diligent Investors
California
$438K +$5.73K +28 +1%
AFS
1782
Annapolis Financial Services
Maryland
$437K -$42.2K -206 -9%
SC
1783
Solstein Capital
California
$435K – – –
FWM
1784
Forza Wealth Management
Florida
$433K – – –
MAM
1785
McLean Asset Management
Virginia
$433K +$5.32K +26 +1%
MIM
1786
Morningstar Investment Management
Illinois
$431K +$431K +2,107 New
BFA
1787
BMS Financial Advisors
South Dakota
$430K -$195K -952 -31%
AIP
1788
Almanack Investment Partners
Pennsylvania
$430K – – –
EA
1789
Eclectic Associates
California
$430K +$6.75K +33 +2%
RVPG
1790
Relative Value Partners Group
$430K – – –
CPRC
1791
Consolidated Portfolio Review Corp
New York
$428K -$5.73K -28 -1%
HIG
1792
Heritage Investment Group
Florida
$425K +$46.4K +227 +12%
VI
1793
Versor Investments
New York
$423K -$642K -3,137 -60%
CWM
1794
C2C Wealth Management
Arizona
$421K – – –
EWA
1795
EverSource Wealth Advisors
Alabama
$419K -$23.9K -117 -5%
NAS
1796
Nicolet Advisory Services
Wisconsin
$418K +$405 +2 +0.1%
TNA
1797
True North Advisors
Texas
$416K -$362K -1,770 -47%
DA
1798
Detalus Advisors
Missouri
$416K – – –
GA
1799
Greenhaven Associates
New York
$416K – – –
SIM
1800
SSI Investment Management
California
$416K -$52.4K -256 -11%
70 71
72
73 74