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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 %
AA
1976
Advisory Alpha
Michigan
$298K +$2.25K +11 +0.8%
ABLA
1977
Alan B. Lancz & Associates
Ohio
$298K – – –
SW
1978
Solidarity Wealth
Utah
$296K -$107K -525 -27%
CQS
1979
Credential Qtrade Securities
$295K -$1.84K -9 -0.6%
FNA
1980
First National Advisers
Nebraska
$294K +$294K +1,439 New
BHBT
1981
Burke & Herbert Bank & Trust
Virginia
$294K -$29.7K -145 -9%
SF
1982
Symphony Financial
Texas
$294K -$56.1K -274 -16%
APW
1983
Acima Private Wealth
Virginia
$293K -$8.59K -42 -3%
AT
1984
Avalon Trust
New Mexico
$293K -$4.91K -24 -2%
RB
1985
Renasant Bank
Mississippi
$292K -$34K -166 -10%
FNC
1986
First National Corp
Massachusetts
$291K +$205 +1 +0.1%
GFPC
1987
Global Financial Private Client
Florida
$290K – – –
GCM
1988
Graham Capital Management
Connecticut
$289K -$27.2K -133 -9%
CFP
1989
Catalyst Financial Partners
Massachusetts
$288K +$76.9K +376 +36%
CHC
1990
City Holding Co
West Virginia
$288K – – –
ECM
1991
Elgethun Capital Management
South Dakota
$288K +$22.1K +108 +8%
FC
1992
Forte Capital
New York
$287K – – –
FPWM
1993
FSB Premier Wealth Management
Iowa
$287K – – –
SFA
1994
Souders Financial Advisors
Ohio
$287K +$3.48K +17 +1%
BA
1995
Bluesphere Advisors
Pennsylvania
$286K – – –
SWA
1996
Stratos Wealth Advisors
Ohio
$285K +$52K +254 +22%
CSPAM
1997
Cary Street Partners Asset Management
Virginia
$285K -$42.2K -206 -13%
EWA
1998
Exencial Wealth Advisors
Oklahoma
$285K +$1.43K +7 +0.5%
FPCP
1999
Fort Point Capital Partners
California
$284K +$1.43K +7 +0.5%
JSW
2000
Journey Strategic Wealth
New Jersey
$284K -$294K -1,435 -51%
78 79
80
81 82