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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
JSAM
2251
J. Safra Asset Management
New York
$151K
RWM
2252
Ruedi Wealth Management
Illinois
$150K
CWC
2253
Carolinas Wealth Consulting
North Carolina
$150K -$67K -337 -32%
RCG
2254
Rock Creek Group
District of Columbia
$149K +$24.3K +122 +20%
SWA
2255
Sutton Wealth Advisors
Florida
$147K +$22.5K +113 +19%
TF
2256
TimeScale Financial
Massachusetts
$146K +$994 +5 +0.7%
DI
2257
Disciplined Investments
Oklahoma
$142K +$1.19K +6 +0.9%
SWM
2258
Sugarloaf Wealth Management
Georgia
$135K +$16.5K +83 +14%
AIM
2259
Acropolis Investment Management
Missouri
$135K -$9.94K -50 -7%
AWM
2260
Atticus Wealth Management
Florida
$134K
CMP
2261
Coston McIsaac & Partners
Maine
$134K
SFG
2262
Steward Financial Group
Texas
$131K +$128K +645 New
BSB
2263
Bangor Savings Bank
Maine
$131K -$4.77K -24 -4%
RA
2264
Rise Advisors
New York
$126K +$795 +4 +0.7%
CCP
2265
Carmel Capital Partners
California
$124K -$6.96K -35 -5%
CAM
2266
Costello Asset Management
Pennsylvania
$123K +$58.6K +295 +97%
LWP
2267
Lumature Wealth Partners
Georgia
$121K -$596 -3 -0.5%
CAL
2268
Capital Analysts LLC
Pennsylvania
$117K -$3.18K -16 -3%
AAG
2269
Armstrong Advisory Group
Massachusetts
$116K
NCM
2270
Northwest Capital Management
Oregon
$112K +$109K +548 New
IRC
2271
Investors Research Corp
Georgia
$112K
SIS
2272
Sound Income Strategies
Florida
$108K -$163K -820 -61%
PIAS
2273
PCA Investment Advisory Services
Ohio
$107K +$104K +523 New
MCM
2274
MV Capital Management
Maryland
$103K +$25.6K +129 +34%
MBFW
2275
Morton Brown Family Wealth
Pennsylvania
$102K -$4.97K -25 -5%

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.