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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
GSC
2226
Grey Street Capital
Illinois
$200K -$8.35K -42 -4%
POIA
2227
Pin Oak Investment Advisors
Texas
$200K
LS
2228
Livforsakringsbolaget Skandia
Sweden
$197K
MFA
2229
McClarren Financial Advisors
Pennsylvania
$195K
GG
2230
Gleason Group
Kentucky
$190K +$1.19K +6 +0.7%
EDRIA
2231
Edmonds Duncan Registered Investment Advisors
Kansas
$187K +$2.78K +14 +0.2%
OSNBOA
2232
Old Second National Bank of Aurora
Illinois
$187K
BAAM
2233
Baker Avenue Asset Management
California
$180K +$7.36K +37 +4%
RTC
2234
Riverview Trust Company
Washington
$176K -$5.37K -27 -3%
WOC
2235
West Oak Capital
California
$173K
BBPWM
2236
Blue Bell Private Wealth Management
Pennsylvania
$172K +$9.94K +50 +6%
FMP
2237
Financial Management Professionals
Texas
$171K +$199 +1 +0.1%
SAS
2238
Stelac Advisory Services
New York
$171K -$10.7K -54 -6%
GBT
2239
Grove Bank & Trust
Florida
$166K -$8.15K -41 -5%
ODG
2240
O'Dell Group
Ohio
$164K +$159K +800 New
FA
2241
Fiduciary Alliance
South Carolina
$162K +$157K +792 New
LCM
2242
Laurion Capital Management
New York
$161K -$2.46M -12,376 -94%
AP
2243
Arlington Partners
Alabama
$159K +$29.8K +150 +24%
JFA
2244
JNBA Financial Advisors
Minnesota
$159K -$4.37K -22 -3%
GJIA
2245
Glass Jacobson Investment Advisors
Maryland
$157K +$152K +766 New
GWMIA
2246
Global Wealth Management Investment Advisory
Florida
$156K +$151K +760 New
BWL
2247
Bogart Wealth LLC
Virginia
$155K +$16.3K +82 +12%
BAM
2248
Byrne Asset Management
New Jersey
$154K -$4.97K -25 -3%
SFCL
2249
Strengthening Families & Communities LLC
Massachusetts
$154K +$126K +635 +529%
AA
2250
AlphaMark Advisors
Kentucky
$152K

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.