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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
MFG
2301
Mendota Financial Group
Wisconsin
$60.5K -$7.55K -38 -11%
HFM
2302
Harvest Fund Management
China
$60K -$93K -468 -61%
MFT
2303
Moisand Fitzgerald Tamayo
Florida
$59.8K
LIA
2304
Luken Investment Analytics
Tennessee
$59.7K
Optiver Holding
2305
Optiver Holding
Netherlands
$59.5K +$57.8K +291 New
WIM
2306
Westside Investment Management
California
$59.3K
AWM
2307
Abound Wealth Management
Tennessee
$56.3K +$15.3K +77 +39%
C
2308
Covestor
United Kingdom
$56K +$18.7K +94 +51%
WOSD
2309
WFA of San Diego
California
$55.2K +$53.7K +270 New
HIM
2310
Hillsdale Investment Management
Ontario, Canada
$55.2K -$97.4K -490 -64%
RBC
2311
Roble Belko & Company
Pennsylvania
$54K
BWAM
2312
Boyd Watterson Asset Management
Ohio
$53.2K
CHA
2313
Carmichael Hill & Associates
Maryland
$52.1K +$398 +2 +0.8%
AFIA
2314
America First Investment Advisors
Nebraska
$51K
AIM
2315
Arcadia Investment Management
Michigan
$50.3K
CAS
2316
Coppell Advisory Solutions
Texas
$50.1K +$48.7K +245 New
PCA
2317
Providence Capital Advisors
North Carolina
$49.1K +$47.7K +240 New
CCC
2318
Chelsea Counsel Company
California
$43K
HCP
2319
Hexagon Capital Partners
Arkansas
$42.6K -$12.1K -61 -23%
RA
2320
Rational Advisors
New York
$42.6K -$1.79K -9 -4%
SC
2321
Stephens Consulting
Michigan
$42.1K
CFS
2322
CGC Financial Services
Oregon
$41.7K +$40.6K +204 New
SIS
2323
Strategic Investment Solutions
Illinois
$41.4K -$29K -146 -41%
IWP
2324
IAG Wealth Partners
Wisconsin
$40.9K
BWS
2325
Buck Wealth Strategies
Colorado
$40.2K +$16.1K +81 +70%

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.