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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 %
WCM
2126
Windsor Capital Management
Arizona
$232K – – –
RWA
2127
Redhawk Wealth Advisors
Minnesota
$232K +$26.6K +130 +13%
BWM
2128
BlackDiamond Wealth Management
New York
$232K +$5.17K +24 +2%
IP
2129
Ignite Planners
California
$231K +$23.9K +118 +12%
FUBT
2130
First United Bank & Trust
Maryland
$231K +$4.09K +20 +2%
LA
2131
LexAurum Advisors
Kansas
$231K -$11.7K -57 -5%
RSS
2132
Rosenblum Silverman Sutton
California
$231K -$12.1K -59 -5%
FA
2133
Fortis Advisors
Pennsylvania
$230K +$230K +1,125 New
KCPG
2134
Kavar Capital Partners Group
Kansas
$229K +$4.09K +20 +2%
SWIG
2135
Strategic Wealth Investment Group
Kentucky
$228K +$6.75K +33 +3%
SWM
2136
Stockman Wealth Management
Montana
$228K -$24.1K -118 -10%
WB
2137
West Bancorporation
Iowa
$228K +$228K +1,114 New
SDJVC
2138
St. Denis J. Villere & Co
Louisiana
$228K +$228K +1,114 New
MFG
2139
Menard Financial Group
Texas
$227K -$50.7K -248 -18%
BWA
2140
Bordeaux Wealth Advisors
California
$227K +$227K +1,110 New
CIG
2141
Cairn Investment Group
Washington
$227K – – –
CP
2142
Castleview Partners
Texas
$227K +$13.1K +64 +6%
VC
2143
Vicus Capital
Pennsylvania
$227K +$1.43K +7 +0.6%
DAL
2144
Delta Accumulation LLC
California
$226K +$1.43K +7 +0.6%
SWMG
2145
Sanchez Wealth Management Group
Florida
$225K – – –
HCA
2146
Horan Capital Advisors
Ohio
$225K -$2.25K -11 -1%
CIAS
2147
CFS Investment Advisory Services
New Jersey
$224K +$224K +1,095 New
CHA
2148
Cooper/Haims Advisors
New York
$224K – – –
WIM
2149
Warwick Investment Management
Texas
$224K +$7.78K +38 +4%
AWM
2150
Act Wealth Management
Texas
$223K – – –
84 85
86
87 88