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Union Pacific
UNP

Overview Fund Activity

2,362 hedge funds and large institutions have $97.9B invested in Union Pacific in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 923 increasing their positions, 914 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,362
Holders Change
-45
Holders Change %
-1.87%
% of All Funds
37.8%
Holding in Top 10
58
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.38%
% of All Funds
0.93%
New
168
Increased
923
Reduced
914
Closed
156
Calls
$2.83B
Puts
$1.31B
Net Calls
+$1.52B
Net Calls Change
+$1.46B

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.33B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$736M
3
SCP
Soroban Capital Partners
New York
+$726M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
5
Amundi
Amundi
France
+$284M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$886M
2
Capital World Investors
Capital World Investors
California
-$572M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$518M
4
State Street
State Street
Massachusetts
-$472M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
2051
Cadent Capital Advisors
Oklahoma
$247K +$247K +1,229 New
WAM
2052
Weatherly Asset Management
California
$247K +$8.46K +42 +4%
VBWMG
2053
Von Berge Wealth Management Group
California
$245K – – –
PGAM
2054
Princeton Global Asset Management
New Jersey
$245K +$105K +520 +75%
FB
2055
First Bancorp
Maine
$245K – – –
CAI
2056
Capital Advisors Inc
Oklahoma
$244K -$10.1K -50 -4%
BW
2057
Bison Wealth
Georgia
$244K +$11.5K +58 +5%
DWA
2058
Divergent Wealth Advisors
Utah
$244K +$201 +1 +0.1%
FAG
2059
Fortitude Advisory Group
Washington
$242K +$14.7K +73 +6%
TLP
2060
Trinity Legacy Partners
Texas
$242K -$33.8K -168 -12%
PIFP
2061
Partners in Financial Planning
Virginia
$242K -$20.1K -100 -8%
CFC
2062
Coyle Financial Counsel
Illinois
$242K – – –
CAM
2063
Campion Asset Management
Virginia
$242K – – –
LRPA
2064
L. Roy Papp & Associates
Arizona
$242K – – –
SICM
2065
Sustainable Insight Capital Management
New York
$241K -$1.02M -5,066 -81%
RC
2066
Resolution Capital
Australia
$241K +$241K +1,196 New
FWM
2067
FSA Wealth Management
Massachusetts
$241K – – –
ML
2068
McAdam LLC
Pennsylvania
$240K +$14.5K +72 +6%
FFA
2069
Founders Financial Alliance
North Carolina
$240K -$44.7K -223 -16%
TWM
2070
Tradition Wealth Management
Minnesota
$240K +$74K +368 +45%
W
2071
Wealthquest
Ohio
$240K – – –
BA
2072
Bellwether Advisors
Nebraska
$239K -$403 -2 -0.2%
SAM
2073
Strategy Asset Managers
California
$239K -$7.85K -39 -3%
COCM
2074
Charter Oak Capital Management
New Hampshire
$239K +$9.66K +48 +4%
JWA
2075
JFS Wealth Advisors
Pennsylvania
$239K -$16.3K -81 -6%
81 82
83
84 85