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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 %
WG
1926
Welch Group
Alabama
$328K -$7.98K -39 -2%
AA
1927
Alta Advisers
United Kingdom
$327K – – –
RDWM
1928
Red Door Wealth Management
Tennessee
$327K +$327K +1,597 New
AWA
1929
Arkadios Wealth Advisors
Georgia
$326K -$89K -435 -21%
SQA
1930
Simon Quick Advisors
New Jersey
$326K +$40.9K +200 +14%
FAM
1931
Fenimore Asset Management
New York
$325K – – –
VCM
1932
Vivaldi Capital Management
Illinois
$324K +$9.62K +47 +3%
PMFA
1933
Plante Moran Financial Advisors
Michigan
$324K – – –
LAM
1934
L2 Asset Management
Massachusetts
$323K +$19.2K +94 +6%
BFAG
1935
Blackston Financial Advisory Group
Florida
$323K -$20.7K -101 -6%
FAM
1936
Formidable Asset Management
Ohio
$323K +$42.2K +206 +15%
FCT
1937
First Community Trust
Iowa
$321K -$2.87K -14 -0.9%
HIP
1938
HUB Investment Partners
Texas
$321K +$321K +1,569 New
FBFS
1939
First Business Financial Services
Wisconsin
$320K +$2.66K +13 +0.8%
CIS
1940
Connors Investor Services
Pennsylvania
$320K – – –
EBSAM
1941
Eubel Brady & Suttman Asset Management
Ohio
$319K -$1.23K -6 -0.4%
FCA
1942
FLC Capital Advisors
California
$319K – – –
PWMG
1943
Provence Wealth Management Group
California
$318K +$2.05K +10 +0.6%
HL
1944
HeadInvest LLC
Maine
$318K – – –
AWM
1945
Avaii Wealth Management
Wisconsin
$318K +$5.32K +26 +2%
GCM
1946
Gables Capital Management
Florida
$317K – – –
EIG
1947
Ellenbecker Investment Group
Wisconsin
$317K +$408 +2 +0.1%
BCM
1948
Blume Capital Management
California
$316K – – –
SM
1949
Sciencast Management
New Jersey
$316K +$316K +1,550 New
GCP
1950
GSA Capital Partners
United Kingdom
$315K +$315K +1,538 New
76 77
78
79 80