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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 %
FFA
1951
Farther Finance Advisors
California
$315K +$99.9K +488 +46%
CCA
1952
Cobblestone Capital Advisors
New York
$315K -$25.2K -123 -7%
MCM
1953
McMillion Capital Management
North Carolina
$313K – – –
LB
1954
Leo Brokerage
Texas
$313K +$25.2K +123 +9%
OCPWS
1955
One Charles Private Wealth Services
Massachusetts
$312K – – –
SRC
1956
Shufro Rose & Co
New York
$312K -$700K -3,418 -69%
RIM
1957
RW Investment Management
Idaho
$311K – – –
CFGSD
1958
Compass Financial Group (South Dakota)
South Dakota
$311K -$2.05K -10 -0.7%
SWA
1959
SOA Wealth Advisors
New York
$310K – – –
FFA
1960
Founders Financial Alliance
North Carolina
$310K +$64.7K +316 +26%
GIA
1961
GHP Investment Advisors
Colorado
$309K +$23.4K +102 +8%
FWM
1962
Focused Wealth Management
New York
$307K +$32.1K +157 +12%
MHR
1963
Matthew Hamilton Rosenberg
$307K -$80.6K -394 -21%
LJAC
1964
L.J. Altfest & Co
New York
$307K -$2.45K -12 -0.8%
ITFISA
1965
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$307K – – –
PGAM
1966
Princeton Global Asset Management
New Jersey
$307K +$57.5K +281 +23%
BOS
1967
Bank of Stockton
California
$305K – – –
SLT
1968
St Louis Trust
Missouri
$305K – – –
CAL
1969
Capital Advisors Ltd
Ohio
$305K +$108K +529 +55%
CTC
1970
Corundum Trust Company
South Dakota
$303K +$303K +1,482 New
DTL
1971
Dynamic Technology Lab
Singapore
$303K +$303K +1,483 New
ALAM
1972
Asahi Life Asset Management
Japan
$301K -$287K -1,405 -49%
PWA
1973
Providence Wealth Advisors
Illinois
$300K – – –
MIM
1974
Macroview Investment Management
Maryland
$300K – – –
EWM
1975
Endurance Wealth Management
Rhode Island
$299K -$614 -3 -0.2%
77 78
79
80 81