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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 %
OWA
1851
Opal Wealth Advisors
New York
$376K +$376K +1,838 New
AW
1852
Avion Wealth
Texas
$374K +$4.08K +20 +1%
CWM
1853
Calamos Wealth Management
Illinois
$373K -$30.7K -150 -8%
CAI
1854
Capital Advisors Inc
Oklahoma
$373K +$125K +610 +50%
WA
1855
Waddell & Associates
Tennessee
$373K -$5.12K -25 -1%
Aristotle Capital Management
1856
Aristotle Capital Management
California
$372K – – –
GLLW
1857
Graves Light Lenhart Wealth
Virginia
$372K +$43K +210 +13%
MKC
1858
M. Kraus & Co
Vermont
$371K – – –
BAM
1859
BOS Asset Management
Illinois
$370K – – –
IGWM
1860
ICA Group Wealth Management
Colorado
$370K -$284K -1,389 -43%
VAM
1861
Verity Asset Management
North Carolina
$370K -$393K -1,919 -51%
BFC
1862
Bedel Financial Consulting
Indiana
$370K +$4.5K +22 +1%
PO
1863
Private Ocean
California
$369K +$98.6K +482 +36%
CMANY
1864
Capital Management Associates (New York)
New York
$368K – – –
SPWM
1865
Schrum Private Wealth Management
Florida
$368K – – –
DCBT
1866
Dakota Community Bank & Trust
North Dakota
$368K +$4.71K +23 +1%
DRS
1867
Deane Retirement Strategies
Louisiana
$366K +$49.3K +241 +16%
GWM
1868
Greenwich Wealth Management
Connecticut
$364K -$5.12K -25 -1%
WPWM
1869
Western Pacific Wealth Management
Illinois
$364K -$59.3K -290 -14%
RFA
1870
RTD Financial Advisors
Pennsylvania
$363K +$34K +166 +10%
LFG
1871
Larson Financial Group
Missouri
$363K -$23.7K -116 -6%
SGCA
1872
Steel Grove Capital Advisors
Tennessee
$362K +$143K +700 +65%
AA
1873
Auxano Advisors
Washington
$362K – – –
PWP
1874
Phillips Wealth Planners
Mississippi
$361K -$6.34K -31 -2%
PWM
1875
PBMares Wealth Management
Virginia
$361K +$614 +3 +0.2%
73 74
75
76 77