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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 %
CB
2276
Centennial Bank
Arkansas
$81K – – –
JMF
2277
Johnson Midwest Financial
Iowa
$80.6K – – –
CSWM
2278
Cassady Schiller Wealth Management
Ohio
$77.3K +$16K +78 +26%
CTWM
2279
Cherry Tree Wealth Management
Minnesota
$75.8K +$75.8K +371 New
WWP
2280
WR Wealth Planners
Missouri
$74.9K +$12.1K +59 +19%
NIC
2281
Northwest Investment Counselors
Oregon
$74.1K +$40.9K +200 +123%
BC
2282
Barrett & Company
Rhode Island
$68.5K – – –
GFL
2283
Granite FO LLC
New Hampshire
$67.1K -$532K -2,600 -89%
NFSG
2284
Newbridge Financial Services Group
Florida
$64.9K +$6.34K +31 +11%
NSG
2285
Nalls Sherbakoff Group
Tennessee
$64.3K – – –
PCFFS
2286
Pacific Center for Financial Services
California
$62.8K – – –
SWM
2287
Sanctuary Wealth Management
Idaho
$61K +$61K +298 New
MFG
2288
Mendota Financial Group
Wisconsin
$60.5K -$7.76K -38 -11%
HFM
2289
Harvest Fund Management
China
$60K -$95.8K -468 -61%
MFT
2290
Moisand Fitzgerald Tamayo
Florida
$59.8K – – –
LIA
2291
Luken Investment Analytics
Tennessee
$59.7K – – –
Optiver Holding
2292
Optiver Holding
Netherlands
$59.5K +$59.5K +291 New
WIM
2293
Westside Investment Management
California
$59.3K – – –
AWM
2294
Abound Wealth Management
Tennessee
$56.3K +$15.8K +77 +39%
C
2295
Covestor
United Kingdom
$56K +$18.9K +94 +51%
WOSD
2296
WFA of San Diego
California
$55.2K +$55.2K +270 New
HIM
2297
Hillsdale Investment Management
Ontario, Canada
$55.2K -$100K -490 -64%
RBC
2298
Roble Belko & Company
Pennsylvania
$54K – – –
BWAM
2299
Boyd Watterson Asset Management
Ohio
$53.2K – – –
CHA
2300
Carmichael Hill & Associates
Maryland
$52.1K +$409 +2 +0.8%
90 91
92
93 94