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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
BWA
2151
Bordeaux Wealth Advisors
California
$227K +$221K +1,110 New
CIG
2152
Cairn Investment Group
Washington
$227K
CP
2153
Castleview Partners
Texas
$227K +$12.7K +64 +6%
VC
2154
Vicus Capital
Pennsylvania
$227K +$1.39K +7 +0.6%
DAL
2155
Delta Accumulation LLC
California
$226K +$1.39K +7 +0.6%
SWMG
2156
Sanchez Wealth Management Group
Florida
$225K
HCA
2157
Horan Capital Advisors
Ohio
$225K -$2.19K -11 -1%
CIAS
2158
CFS Investment Advisory Services
New Jersey
$224K +$218K +1,095 New
CHA
2159
Cooper/Haims Advisors
New York
$224K
WIM
2160
Warwick Investment Management
Texas
$224K +$7.55K +38 +4%
AWM
2161
Act Wealth Management
Texas
$223K
ILI
2162
Invesco LLC (Illinois)
Illinois
$223K +$217K +1,091 New
TA
2163
TrueWealth Advisors
Alabama
$223K +$216K +1,089 New
TFF
2164
The Family Firm
Maryland
$223K -$13.7K -69 -6%
FW
2165
FirstPurpose Wealth
Utah
$223K
CT
2166
Clearstead Trust
Maine
$221K +$1.39K +7 +0.7%
TFCP
2167
Twin Focus Capital Partners
Massachusetts
$221K -$145K -729 -40%
FMTCOCP
2168
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$220K -$129K -650 -38%
AGC
2169
Aspen Grove Capital
Colorado
$220K +$214K +1,075 New
ACM
2170
Argent Capital Management
Missouri
$220K -$6.96K -35 -3%
RCA
2171
Resonant Capital Advisors
Wisconsin
$220K +$213K +1,073 New
HCM
2172
Highview Capital Management
Illinois
$219K
KFA
2173
Kapstone Financial Advisors
Ohio
$219K +$188K +946 New
OC
2174
Oarsman Capital
Wisconsin
$219K +$6.36K +32 +3%
CA
2175
Crewe Advisors
Utah
$219K -$16.1K -81 -7%

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.