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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 %
TPWA
2076
TRUE Private Wealth Advisors
Oregon
$252K – – –
WMS
2077
Wealth Management Solutions
Pennsylvania
$252K – – –
WAM
2078
Weatherly Asset Management
California
$252K +$409 +2 +0.2%
VBWMG
2079
Von Berge Wealth Management Group
California
$251K – – –
JWA
2080
JFS Wealth Advisors
Pennsylvania
$250K +$6.96K +34 +3%
VCP
2081
Vista Capital Partners
Oregon
$250K -$47.3K -231 -16%
CFA
2082
CWS Financial Advisors
Michigan
$248K -$4.09K -20 -2%
ACA
2083
Atlas Capital Advisors
Wyoming
$248K +$37.2K +182 +18%
DWA
2084
Divergent Wealth Advisors
Utah
$248K – – –
SCA
2085
Stonebridge Capital Advisors
Minnesota
$248K -$1.15M -5,600 -82%
BWM
2086
Baron Wealth Management
Michigan
$247K +$247K +1,209 New
RIS
2087
Retirement Income Solutions
Michigan
$247K -$16.4K -80 -6%
OFG
2088
Oxford Financial Group
Indiana
$246K +$246K +1,204 New
BP
2089
Broadleaf Partners
Ohio
$246K -$4.03M -19,682 -94%
CFC
2090
Coyle Financial Counsel
Illinois
$246K – – –
PIFP
2091
Partners in Financial Planning
Virginia
$246K – – –
LRPA
2092
L. Roy Papp & Associates
Arizona
$246K – – –
CAM
2093
Campion Asset Management
Virginia
$246K – – –
FB
2094
First Bancorp
Maine
$246K -$3.27K -16 -1%
OW
2095
Olistico Wealth
Oklahoma
$245K -$136K -667 -36%
W
2096
Wealthquest
Ohio
$245K +$1.64K +8 +0.7%
FWM
2097
FSA Wealth Management
Massachusetts
$245K +$205 +1 +0.1%
ADL
2098
Asset Dedication LLC
California
$244K -$9.42K -46 -4%
GKWIM
2099
Gerber Kawasaki Wealth & Investment Management
California
$244K -$15.1K -74 -6%
BA
2100
Bellwether Advisors
Nebraska
$244K +$205 +1 +0.1%
82 83
84
85 86