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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 %
KCFA
2051
Key Client Fiduciary Advisors
New Jersey
$262K +$2.66K +13 +1%
CWA
2052
CM Wealth Advisors
Ohio
$262K -$1.25M -5,358 -83%
SA
2053
SRH Advisors
Kansas
$262K – – –
CIP
2054
Convergence Investment Partners
Florida
$261K -$8.2K -40 -3%
PHAM
2055
Palisades Hudson Asset Management
Florida
$261K – – –
AWA
2056
Arete Wealth Advisors
Illinois
$260K -$38.5K -188 -13%
Kayne Anderson Rudnick Investment Management
2057
Kayne Anderson Rudnick Investment Management
California
$260K +$1.23K +6 +0.5%
TGAM
2058
TBH Global Asset Management
Tennessee
$259K +$409 +2 +0.2%
DU
2059
Delphia (USA)
Ontario, Canada
$259K -$370K -1,807 -59%
CCM
2060
Canal Capital Management
Virginia
$259K +$259K +1,263 New
NCM
2061
Northside Capital Management
Oregon
$258K – – –
FSC
2062
Full Sail Capital
Oklahoma
$258K – – –
SRC
2063
Sage Rhino Capital
California
$256K +$818 +4 +0.3%
HGWM
2064
Horst & Graben Wealth Management
Oregon
$256K +$818 +4 +0.3%
FPFS
2065
First Personal Financial Services
North Carolina
$256K +$53.2K +260 +26%
HCM
2066
Heathbridge Capital Management
Ontario, Canada
$256K – – –
CWM
2067
Cahaba Wealth Management
Georgia
$255K -$1.23K -6 -0.5%
MCM
2068
Morton Capital Management
California
$255K – – –
RCWM
2069
Royal Capital Wealth Management
Indiana
$255K +$1.64K +8 +0.6%
HCP
2070
Holt Capital Partners
Texas
$254K – – –
UAS
2071
United Asset Strategies
New York
$254K -$16.6K -81 -6%
FCCM
2072
First City Capital Management
Georgia
$254K +$14.3K +70 +6%
AFG
2073
Affinia Financial Group
Massachusetts
$253K +$3.45K +15 +1%
ECA
2074
Elevated Capital Advisors
Utah
$253K – – –
CCA
2075
Cadent Capital Advisors
Oklahoma
$252K +$819 +4 +0.3%
81 82
83
84 85