UNP icon

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 %
CWM
2126
Curi Wealth Management
North Carolina
$218K +$23.7K +118 +12%
SWIG
2127
Strategic Wealth Investment Group
Kentucky
$218K -$32K -159 -13%
Nomura Holdings
2128
Nomura Holdings
Japan
$218K -$85.9M -427,037 -100%
FMN
2129
Financial Management Network
California
$217K -$32.5K -166 -13%
AFG
2130
Affinia Financial Group
Massachusetts
$217K +$217K +1,083 New
SIA
2131
Soltis Investment Advisors
Utah
$217K +$217K +1,076 New
CT
2132
Clearstead Trust
Maine
$216K -$3.02K -15 -1%
HCM
2133
Highview Capital Management
Illinois
$216K +$11.9K +59 +6%
SGCA
2134
Steel Grove Capital Advisors
Tennessee
$215K +$215K +1,069 New
CWC
2135
Carolinas Wealth Consulting
North Carolina
$215K -$51.1K -254 -19%
AAM
2136
Aureus Asset Management
Massachusetts
$214K +$214K +1,065 New
LOPW
2137
Live Oak Private Wealth
North Carolina
$214K – – –
WMP
2138
Wealth Management Partners
Arizona
$213K +$12.1K +60 +6%
PWP
2139
Perfromance Wealth Partners
Illinois
$213K -$139K -690 -39%
MAM
2140
Magellan Asset Management
Australia
$212K -$48.5M -241,057 -100%
JFL
2141
Jarislowsky, Fraser Ltd
Quebec, Canada
$212K -$32.2K -160 -13%
HIM
2142
Hanlon Investment Management
New Jersey
$212K -$6.04K -30 -3%
WIM
2143
Warwick Investment Management
Texas
$212K – – –
AL
2144
ADE LLC
Maryland
$212K – – –
FFA
2145
Farther Finance Advisors
California
$212K -$208K -1,034 -50%
BCA
2146
Bay Colony Advisors
Massachusetts
$211K +$3.37K +17 +2%
IFAM
2147
Institutional & Family Asset Management
Colorado
$211K +$604 +3 +0.3%
ST
2148
Sageworth Trust
Pennsylvania
$210K +$210K +1,045 New
CP
2149
Castleview Partners
Texas
$210K -$1.81K -9 -0.9%
OWA
2150
Octavia Wealth Advisors
Ohio
$210K +$210K +1,044 New
84 85
86
87 88