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Union Pacific

2,413 hedge funds and large institutions have $98.5B invested in Union Pacific in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 899 increasing their positions, 972 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $2.38B | Put options by funds: $1.09B

54% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 105

2% more funds holding

Funds holding: 2,3742,413 (+39)

0% more capital invested

Capital invested by funds: $98.1B → $98.5B (+$393M)

8% less repeat investments, than reductions

Existing positions increased: 899 | Existing positions reduced: 972

3% less funds holding in top 10

Funds holding in top 10: 5957 (-2)

6.78% less ownership

Funds ownership: 85.43%78.64% (-6.8%)

Holders
2,413
Holders Change
+39
Holders Change %
+1.64%
% of All Funds
37.89%
Holding in Top 10
57
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.39%
% of All Funds
0.89%
New
162
Increased
899
Reduced
972
Closed
105
Calls
$2.38B
Puts
$1.09B
Net Calls
+$1.29B
Net Calls Change
-$232M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2076
Heathbridge Capital Management
Ontario, Canada
$256K
CWM
2077
Cahaba Wealth Management
Georgia
$255K -$1.19K -6 -0.5%
MCM
2078
Morton Capital Management
California
$255K
RCWM
2079
Royal Capital Wealth Management
Indiana
$255K +$1.59K +8 +0.6%
HCP
2080
Holt Capital Partners
Texas
$254K
UAS
2081
United Asset Strategies
New York
$254K -$16.1K -81 -6%
FCCM
2082
First City Capital Management
Georgia
$254K +$13.9K +70 +6%
AFG
2083
Affinia Financial Group
Massachusetts
$253K +$2.98K +15 +1%
ECA
2084
Elevated Capital Advisors
Utah
$253K
CCA
2085
Cadent Capital Advisors
Oklahoma
$252K +$795 +4 +0.3%
TPWA
2086
TRUE Private Wealth Advisors
Oregon
$252K
WMS
2087
Wealth Management Solutions
Pennsylvania
$252K
WAM
2088
Weatherly Asset Management
California
$252K +$398 +2 +0.2%
VBWMG
2089
Von Berge Wealth Management Group
California
$251K
JWA
2090
JFS Wealth Advisors
Pennsylvania
$250K +$6.76K +34 +3%
VCP
2091
Vista Capital Partners
Oregon
$250K -$45.9K -231 -16%
CFA
2092
CWS Financial Advisors
Michigan
$248K -$3.98K -20 -2%
ACA
2093
Atlas Capital Advisors
Wyoming
$248K +$36.2K +182 +18%
DWA
2094
Divergent Wealth Advisors
Utah
$248K
SCA
2095
Stonebridge Capital Advisors
Minnesota
$248K -$1.11M -5,600 -82%
BWM
2096
Baron Wealth Management
Michigan
$247K +$240K +1,209 New
RIS
2097
Retirement Income Solutions
Michigan
$247K -$15.9K -80 -6%
OFG
2098
Oxford Financial Group
Indiana
$246K +$239K +1,204 New
BP
2099
Broadleaf Partners
Ohio
$246K -$3.91M -19,682 -94%
CAM
2100
Campion Asset Management
Virginia
$246K

UNP Hedge Fund Activity: Q2 2023 in Review

2,413 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2023, worth a combined $98.5B — up 0.4% from $98.1B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new UNP positions and 105 closed out — a net gain of 57 holders — while 899 added to existing stakes and 972 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $728M. The largest seller was OFI Invest Asset Management, cutting an estimated $7.5B.

  • 2,413 institutional investors held Union Pacific (UNP) as of Q2 2023, up from 2,374 in Q1 2023.
  • Funds reported $98.5B of Union Pacific stock for Q2 2023, up 0.4% quarter-over-quarter.
  • 162 funds opened new Union Pacific positions in Q2 2023 and 105 closed out, a net change of +57 holders.
  • The largest Union Pacific buyer in Q2 2023 was T. Rowe Price Associates, an estimated $728M added.
  • The largest Union Pacific seller in Q2 2023 was OFI Invest Asset Management, an estimated $7.5B sold.

Based on aggregated 13F filings for Q2 2023.