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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 %
RA
2251
Rise Advisors
New York
$126K +$818 +4 +0.7%
CCP
2252
Carmel Capital Partners
California
$124K -$7.16K -35 -5%
CAM
2253
Costello Asset Management
Pennsylvania
$123K +$60.4K +295 +97%
LWP
2254
Lumature Wealth Partners
Georgia
$121K -$614 -3 -0.5%
CAL
2255
Capital Analysts LLC
Pennsylvania
$117K -$3.27K -16 -3%
AAG
2256
Armstrong Advisory Group
Massachusetts
$116K – – –
NCM
2257
Northwest Capital Management
Oregon
$112K +$112K +548 New
IRC
2258
Investors Research Corp
Georgia
$112K – – –
SIS
2259
Sound Income Strategies
Florida
$108K -$168K -820 -61%
PIAS
2260
PCA Investment Advisory Services
Ohio
$107K +$107K +523 New
MCM
2261
MV Capital Management
Maryland
$103K +$26.4K +129 +34%
MBFW
2262
Morton Brown Family Wealth
Pennsylvania
$102K -$5.11K -25 -5%
EL
2263
EMFO LLC
Florida
$101K – – –
BAM
2264
Bellevue Asset Management
Washington
$101K -$30.7K -150 -23%
CCA
2265
Column Capital Advisors
Indiana
$100K -$1.02K -5 -1%
VAG
2266
VisionPoint Advisory Group
Texas
$100K +$100K +489 New
JGIA
2267
Jackson Grant Investment Advisers
Connecticut
$99.6K +$614 +3 +0.6%
MAWCM
2268
Mine & Arao Wealth Creation & Management
California
$96.7K +$3.27K +16 +4%
TFM
2269
TFC Financial Management
Massachusetts
$94.3K +$205 +1 +0.2%
PPWM
2270
PFG Private Wealth Management
Florida
$92.3K +$409 +2 +0.4%
UCB
2271
United Community Bank
South Carolina
$91.1K +$34.8K +170 +62%
FP
2272
Financial Perspectives
Minnesota
$91K +$409 +2 +0.5%
LJHT
2273
Laurie J. Hall Trustee
$89K – – –
TLCM
2274
Twin Lakes Capital Management
California
$86.8K – – –
RFG
2275
RFP Financial Group
Georgia
$84.4K – – –
89 90
91
92 93