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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
AAP
2326
Arax Advisory Partners
Colorado
$38.6K +$199 +1 +0.5%
OC
2327
Oakmont Corp
California
$36.8K
IAS
2328
IMA Advisory Services
Colorado
$36.8K +$35.8K +180 New
DWMG
2329
DB Wealth Management Group
California
$36.4K
KFS
2330
Kelly Financial Services
Massachusetts
$36.4K +$17.5K +88 +98%
LSA
2331
Lansing Street Advisors
Pennsylvania
$35K
SV
2332
Sturgeon Ventures
United Kingdom
$34.5K
BC
2333
Belmont Capital
California
$34K +$18.3K +92 +124%
TSWM
2334
Tyler-Stone Wealth Management
Ohio
$33K +$31.6K +159 New
NF
2335
Norwood Financial
Pennsylvania
$31.9K
KLWA
2336
Kelly Lawrence W & Associates
California
$31.4K
JWM
2337
Janiczek Wealth Management
Colorado
$31.3K +$3.38K +17 +13%
FNBOSM
2338
First National Bank of South Miami
Florida
$30.5K
GIS
2339
Grayhawk Investment Strategies
Alberta, Canada
$29.7K
AWM
2340
Avondale Wealth Management
Texas
$29.5K
MIH
2341
Meitav Investment House
Israel
$27.4K +$26.6K +134 New
TAM
2342
Tucker Asset Management
Colorado
$26.6K +$199 +1 +0.8%
SVCP
2343
Silicon Valley Capital Partners
California
$25.7K +$25K +126 New
KHC
2344
Koesten Hirschmann & Crabtree
Kansas
$25.2K
HFS
2345
HBC Financial Services
Washington
$25K
DWA
2346
Delos Wealth Advisors
Texas
$24.8K
OA
2347
Operose Advisors
Wisconsin
$24.4K
IPW
2348
Impact Partnership Wealth
Georgia
$22.3K +$21.7K +109 New
NC
2349
NewSquare Capital
Pennsylvania
$21.5K -$4.97K -25 -19%
WAM
2350
Worth Asset Management
Texas
$21.1K +$20.5K +103 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.