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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 %
CRWM
2001
Castle Rock Wealth Management
California
$283K +$1.63K +8 +0.6%
BB
2002
Bell Bank
North Dakota
$283K +$6.96K +34 +3%
WIC
2003
Woodmont Investment Counsel
Tennessee
$283K – – –
NQWM
2004
Northwest Quadrant Wealth Management
Oregon
$283K -$3.48K -17 -1%
SFG
2005
Summit Financial Group
West Virginia
$282K – – –
PF
2006
Parker Financial
Washington
$281K -$3.48K -17 -1%
MWPCG
2007
Measured Wealth Private Client Group
New Hampshire
$281K +$12.9K +63 +5%
CG
2008
Clarus Group
Texas
$281K +$6.55K +32 +2%
CCM
2009
Consolidated Capital Management
California
$280K +$1.64K +8 +0.6%
FMN
2010
Financial Management Network
California
$280K +$51.5K +250 +23%
CWM
2011
Campbell Wealth Management
Virginia
$280K – – –
SAM
2012
Strategy Asset Managers
California
$279K +$36K +176 +15%
GFP
2013
Gryphon Financial Partners
Ohio
$276K -$11.5K -56 -4%
WJA
2014
Willis Johnson & Associates
Texas
$276K +$9.41K +46 +4%
ML
2015
McAdam LLC
Pennsylvania
$276K +$31.7K +155 +13%
HFP
2016
Holistic Financial Partners
Indiana
$276K -$32.7K -160 -11%
SAA
2017
Southeast Asset Advisors
Georgia
$275K +$409 +2 +0.1%
EC
2018
EdgeRock Capital
Colorado
$275K -$820 -4 -0.3%
AIM
2019
Athena Investment Management
California
$275K – – –
HWM
2020
Hohimer Wealth Management
Washington
$274K – – –
CPSAC
2021
Chas P. Smith & Associates (CPS)
Florida
$273K -$9.2K -45 -3%
FFM
2022
Flagstone Financial Management
Nebraska
$273K – – –
AIA
2023
Arbor Investment Advisors
North Carolina
$273K – – –
FOA
2024
Five Oceans Advisors
California
$272K +$3.89K +19 +1%
PSP
2025
Pacific Sage Partners
Washington
$272K – – –
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81
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