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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
AOI
2201
Auto-Owners Insurance
Michigan
$209K
EFM
2202
E Fund Management
China
$209K -$24.1K -121 -11%
NCM
2203
Neumann Capital Management
California
$209K +$203K +1,021 New
AP
2204
Atwood & Palmer
Missouri
$207K +$52.5K +264 +35%
AAM
2205
Alphadyne Asset Management
New York
$207K +$201K +1,010 New
PCS
2206
Personal CFO Solutions
New Jersey
$207K +$201K +1,010 New
WMP
2207
Wealth Management Partners
Arizona
$206K -$10.1K -51 -5%
P
2208
Paradiem
Louisiana
$206K -$4.24M -21,323 -95%
AAM
2209
Aureus Asset Management
Massachusetts
$205K -$12.3K -62 -6%
RIM
2210
Reliant Investment Management
Tennessee
$205K +$199K +1,002 New
WKSWA
2211
White Knight Strategic Wealth Advisors
New Jersey
$205K -$2.38K -12 -1%
CCP
2212
Clarkston Capital Partners
Michigan
$205K
LG
2213
LaFleur & Godfrey
Michigan
$205K
MFC
2214
Mechanics Financial Corp
Ohio
$205K
PPW
2215
Pasadena Private Wealth
California
$205K
FA
2216
Faithward Advisors
Pennsylvania
$204K +$177K +889 New
STB
2217
S&T Bank
Pennsylvania
$204K -$25.8K -130 -11%
EBA
2218
Eagle Bay Advisors
New York
$204K -$21.1K -106 -10%
MG
2219
Marex Group
$203K +$197K +992 New
WFA
2220
WestHill Financial Advisors
California
$202K -$3.38K -17 -2%
UWPG
2221
Ullmann Wealth Partners Group
Florida
$202K +$196K +986 New
LDB
2222
Lee, Danner & Bass
Tennessee
$201K +$195K +980 New
CMA
2223
Cedar Mountain Advisors
Oregon
$200K +$1.99K +10 +1%
AIA
2224
Angeles Investment Advisors
California
$200K +$195K +979 New
SFS
2225
Stiles Financial Services
Minnesota
$200K +$195K +979 New

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.