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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
WCM
2176
WealthBridge Capital Management
Ohio
$219K -$12.5K -63 -6%
CYG
2177
Clean Yield Group
Vermont
$218K -$9.94K -50 -4%
RFA
2178
Register Financial Advisors
Georgia
$218K -$7.55K -38 -3%
BCA
2179
Bay Colony Advisors
Massachusetts
$218K
LOPW
2180
Live Oak Private Wealth
North Carolina
$217K
PCM
2181
Prelude Capital Management
New York
$217K +$211K +1,061 New
HIM
2182
Hanlon Investment Management
New Jersey
$216K
JFL
2183
Jarislowsky, Fraser Ltd
Quebec, Canada
$216K
OWA
2184
Octavia Wealth Advisors
Ohio
$216K +$2.19K +11 +1%
3IP
2185
3Chopt Investment Partners
Virginia
$215K -$181K -908 -46%
AL
2186
ADE LLC
Maryland
$215K
HIM
2187
HughesLittle Investment Management
$215K
CCFM
2188
Clear Creek Financial Management
Washington
$215K +$1.99K +10 +1%
IFAM
2189
Institutional & Family Asset Management
Colorado
$215K +$596 +3 +0.3%
SWS
2190
SYSTM Wealth Solutions
Illinois
$214K +$208K +1,045 New
PSF
2191
Pacific Sun Financial
California
$213K +$211K +1,060 New
ST
2192
Somerset Trust
Pennsylvania
$213K -$27.8K -140 -12%
SWG
2193
Summit Wealth Group
Vermont
$213K -$41.4M -208,070 -100%
FLII
2194
First Long Island Investors
New York
$212K
SAF
2195
Smith Anglin Financial
Texas
$212K +$1.19K +6 +0.6%
CS
2196
Crescent Sterling
Louisiana
$212K -$994 -5 -0.5%
TW
2197
Transform Wealth
Colorado
$211K -$235K -1,183 -53%
BMWM
2198
Brown Miller Wealth Management
Virginia
$210K +$3.58K +18 +2%
SFS
2199
Strategic Financial Services
New York
$210K +$182K +916 New
MAM
2200
Magellan Asset Management
Australia
$209K -$6.56K -33 -3%

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.