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 %
GAA
1901
Global Assets Advisory
Florida
$345K -$3.48K -17 -1%
CS
1902
Cannell & Spears
New York
$343K – – –
NFC
1903
Northeast Financial Consultants
Connecticut
$342K +$342K +1,670 New
RIA
1904
Regal Investment Advisors
Michigan
$338K +$14.7K +72 +5%
TF
1905
Tompkins Financial
New York
$338K – – –
HCM
1906
Hollencrest Capital Management
California
$338K – – –
MFS
1907
Madrona Financial Services
Washington
$337K +$337K +1,647 New
BHA
1908
Beech Hill Advisors
New York
$337K – – –
SPWG
1909
Sage Private Wealth Group
Illinois
$336K +$205 +1 +0.1%
MS
1910
Madden Securities
Texas
$336K -$29.7K -145 -8%
HC
1911
Hamilton Capital
Ohio
$335K +$61.2K +299 +22%
KA
1912
Kovack Advisors
Florida
$335K +$7.37K +36 +2%
PP
1913
Pacifica Partners
Canada
$334K -$612 -3 -0.2%
D
1914
Dentgroup
Louisiana
$334K – – –
RAG
1915
RIA Advisory Group
Iowa
$334K – – –
GAM
1916
Gould Asset Management
California
$334K – – –
CAC
1917
Certified Advisory Corp
Florida
$333K -$123K -600 -27%
RCG
1918
Regatta Capital Group
California
$333K – – –
RRA
1919
Round Rock Advisors
Connecticut
$333K +$7.37K +36 +2%
SFP
1920
Shepherd Financial Partners
Massachusetts
$332K +$11K +54 +3%
CWG
1921
Cornerstone Wealth Group
North Carolina
$332K -$1.23K -6 -0.4%
DA
1922
Doliver Advisors
Texas
$330K +$409 +2 +0.1%
SN
1923
Sittner & Nelson
Oregon
$329K – – –
MFG
1924
Midwest Financial Group
Kansas
$329K +$2.45K +12 +0.8%
WFI
1925
West Family Investments
California
$328K +$328K +1,603 New
75 76
77
78 79