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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
EL
2276
EMFO LLC
Florida
$101K
BAM
2277
Bellevue Asset Management
Washington
$101K -$29.8K -150 -23%
CCA
2278
Column Capital Advisors
Indiana
$100K -$994 -5 -1%
VAG
2279
VisionPoint Advisory Group
Texas
$100K +$97.2K +489 New
JGIA
2280
Jackson Grant Investment Advisers
Connecticut
$99.6K +$596 +3 +0.6%
MAWCM
2281
Mine & Arao Wealth Creation & Management
California
$96.7K +$3.18K +16 +4%
TFM
2282
TFC Financial Management
Massachusetts
$94.3K +$199 +1 +0.2%
PPWM
2283
PFG Private Wealth Management
Florida
$92.3K +$398 +2 +0.4%
UCB
2284
United Community Bank
South Carolina
$91.1K +$33.8K +170 +62%
FP
2285
Financial Perspectives
Minnesota
$91K +$398 +2 +0.5%
LJHT
2286
Laurie J. Hall Trustee
$89K
TLCM
2287
Twin Lakes Capital Management
California
$86.8K
RFG
2288
RFP Financial Group
Georgia
$84.4K
CB
2289
Centennial Bank
Arkansas
$81K
JMF
2290
Johnson Midwest Financial
Iowa
$80.6K
CSWM
2291
Cassady Schiller Wealth Management
Ohio
$77.3K +$15.5K +78 +26%
CTWM
2292
Cherry Tree Wealth Management
Minnesota
$75.8K +$73.8K +371 New
WWP
2293
WR Wealth Planners
Missouri
$74.9K +$11.7K +59 +19%
NIC
2294
Northwest Investment Counselors
Oregon
$74.1K +$39.8K +200 +123%
BC
2295
Barrett & Company
Rhode Island
$68.5K
GFL
2296
Granite FO LLC
New Hampshire
$67.1K -$517K -2,600 -89%
NFSG
2297
Newbridge Financial Services Group
Florida
$64.9K +$6.16K +31 +11%
NSG
2298
Nalls Sherbakoff Group
Tennessee
$64.3K
PCFFS
2299
Pacific Center for Financial Services
California
$62.8K
SWM
2300
Sanctuary Wealth Management
Idaho
$61K +$59.2K +298 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.