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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 %
CCFM
2176
Clear Creek Financial Management
Washington
$215K +$2.05K +10 +1%
IFAM
2177
Institutional & Family Asset Management
Colorado
$215K +$614 +3 +0.3%
SWS
2178
SYSTM Wealth Solutions
Illinois
$214K +$214K +1,045 New
PSF
2179
Pacific Sun Financial
California
$213K +$213K +1,060 New
ST
2180
Somerset Trust
Pennsylvania
$213K -$28.6K -140 -12%
SWG
2181
Summit Wealth Group
Vermont
$213K -$42.7M -208,070 -100%
FLII
2182
First Long Island Investors
New York
$212K – – –
SAF
2183
Smith Anglin Financial
Texas
$212K +$1.23K +6 +0.6%
CS
2184
Crescent Sterling
Louisiana
$212K -$1.02K -5 -0.5%
TW
2185
Transform Wealth
Colorado
$211K -$242K -1,183 -53%
BMWM
2186
Brown Miller Wealth Management
Virginia
$210K +$3.69K +18 +2%
SFS
2187
Strategic Financial Services
New York
$210K +$210K +916 New
MAM
2188
Magellan Asset Management
Australia
$209K -$6.75K -33 -3%
AOI
2189
Auto-Owners Insurance
Michigan
$209K – – –
EFM
2190
E Fund Management
China
$209K -$24.8K -121 -11%
NCM
2191
Neumann Capital Management
California
$209K +$209K +1,021 New
AP
2192
Atwood & Palmer
Missouri
$207K +$54K +264 +35%
AAM
2193
Alphadyne Asset Management
New York
$207K +$207K +1,010 New
PCS
2194
Personal CFO Solutions
New Jersey
$207K +$207K +1,010 New
WMP
2195
Wealth Management Partners
Arizona
$206K -$10.4K -51 -5%
P
2196
Paradiem
Louisiana
$206K -$4.36M -21,323 -95%
AAM
2197
Aureus Asset Management
Massachusetts
$205K -$12.7K -62 -6%
RIM
2198
Reliant Investment Management
Tennessee
$205K +$205K +1,002 New
WKSWA
2199
White Knight Strategic Wealth Advisors
New Jersey
$205K -$2.46K -12 -1%
MFC
2200
Mechanics Financial Corp
Ohio
$205K – – –
86 87
88
89 90