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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
CFC
2101
Coyle Financial Counsel
Illinois
$246K
LRPA
2102
L. Roy Papp & Associates
Arizona
$246K
PIFP
2103
Partners in Financial Planning
Virginia
$246K
FB
2104
First Bancorp
Maine
$246K -$3.18K -16 -1%
OW
2105
Olistico Wealth
Oklahoma
$245K -$133K -667 -36%
W
2106
Wealthquest
Ohio
$245K +$1.59K +8 +0.7%
FWM
2107
FSA Wealth Management
Massachusetts
$245K +$199 +1 +0.1%
ADL
2108
Asset Dedication LLC
California
$244K -$9.14K -46 -4%
GKWIM
2109
Gerber Kawasaki Wealth & Investment Management
California
$244K -$14.7K -74 -6%
BA
2110
Bellwether Advisors
Nebraska
$244K +$199 +1 +0.1%
IFA
2111
Index Fund Advisors
California
$243K +$17.3K +87 +8%
HDIM
2112
Hanson & Doremus Investment Management
Vermont
$243K -$44.3K -223 -16%
HI
2113
Hudock Inc
Pennsylvania
$241K -$24.1K -121 -9%
FAG
2114
Fortitude Advisory Group
Washington
$241K -$4.97K -25 -2%
OWM
2115
Opes Wealth Management
California
$241K +$234K +1,179 New
VRM
2116
Vectors Research Management
New York
$241K +$4.17K +21 +2%
LSA
2117
Leonteq Securities AG
Switzerland
$241K -$448K -2,253 -66%
OAM
2118
Oak Asset Management
California
$241K
MA
2119
MBA Advisors
Pennsylvania
$240K -$112K -565 -32%
CPC
2120
Congress Park Capital
New York
$240K +$14.9K +75 +7%
SCA
2121
Sippican Capital Advisors
Massachusetts
$240K
GCAC
2122
Guardian Capital Advisors (Canada)
Ontario, Canada
$240K
EA
2123
Eudaimonia Advisors
Tennessee
$239K
GP
2124
Greenline Partners
New York
$239K
AA
2125
Addison Advisors
Vermont
$238K +$398 +2 +0.2%

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.