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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
OPTFSNA
2351
Old Point Trust & Financial Services N A
Virginia
$20.7K +$20.1K +101 New
CCMI
2352
Creative Capital Management Investments
California
$20.5K -$66.2K -333 -77%
ACM
2353
Antonetti Capital Management
Florida
$20.5K
JAM
2354
JCIC Asset Management
Ontario, Canada
$20.5K
OLVIG
2355
Oliver Lagore Vanvalin Investment Group
Michigan
$20.5K
HI
2356
Hoey Investments
Pennsylvania
$20.5K +$19.9K +100 New
TLA
2357
Tanglewood Legacy Advisors
Texas
$20.3K
BIA
2358
Bell Investment Advisors
California
$20.3K +$1.39K +7 +8%
AWM
2359
AllSquare Wealth Management
New York
$19.4K
KFP
2360
KB Financial Partners
New Jersey
$19K -$352K -1,770 -95%
FCA
2361
FinTrust Capital Advisors
South Carolina
$18.6K
RDFA
2362
Ritter Daniher Financial Advisory
Ohio
$18.4K
YAL
2363
Your Advocates Ltd
Texas
$17.4K +$4.97K +25 +42%
FCMT
2364
Founders Capital Management (Texas)
Texas
$16.6K
NMG
2365
New Millennium Group
Utah
$15.5K
MCI
2366
MRP Capital Investments
Georgia
$15.3K
TCM
2367
Tradewinds Capital Management
Washington
$15.3K
LD
2368
Lipe & Dalton
New York
$15K
MWM
2369
Mascoma Wealth Management
New Hampshire
$14.2K -$475K -2,387 -97%
SF
2370
Safeguard Financial
Wisconsin
$14K +$14.3K +72 New
FSWA
2371
Financial Synergies Wealth Advisors
Texas
$13.9K
BLC
2372
Brown, Lisle/Cummings
Rhode Island
$13.7K +$9.94K +50 +294%
UFF
2373
USA Financial Formulas
Michigan
$11.5K
KA
2374
Kozak & Associates
Colorado
$11.4K -$3.98K -20 -27%
SIC
2375
SJS Investment Consulting
Ohio
$10.8K +$1.99K +10 +23%

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.