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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
BCMLT
2376
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4K +$6.36K +32 +168%
CPG
2377
Cornerstone Planning Group
New Jersey
$10.4K +$10.1K +51 New
LFA
2378
Legend Financial Advisors
Pennsylvania
$10.2K
LWA
2379
Lowe Wealth Advisors
Maryland
$10.2K
VWM
2380
Valley Wealth Managers
New Jersey
$10.2K
ETC
2381
Exchange Traded Concepts
Oklahoma
$9K +$1.39K +7 +19%
TFGT
2382
TS Financial Group (TSFG)
Illinois
$9K +$8.75K +44 New
RAM
2383
Riggs Asset Management
Pennsylvania
$8.19K -$2.41M -12,112 -100%
TCM
2384
TD Capital Management
Tennessee
$8.19K -$6.76K -34 -46%
CA
2385
Centerpoint Advisors
Massachusetts
$8K -$23.3K -117 -75%
PCM
2386
Perritt Capital Management
Illinois
$7.98K
RG
2387
Retirement Group
California
$7.98K
BCM
2388
Bourgeon Capital Management
Connecticut
$7.78K
CM
2389
Caption Management
Oklahoma
$7.78K +$7.55K +38 New
EIM
2390
Essex Investment Management
Massachusetts
$7.16K
RCM
2391
Raleigh Capital Management
North Carolina
$7.05K
PP
2392
PrairieView Partners
Minnesota
$7K
HF
2393
Halpern Financial
Virginia
$6.86K +$6.76K +34 New
ORAM
2394
One River Asset Management
Connecticut
$6.4K +$6.36K +32 New
IHWM
2395
Iron Horse Wealth Management
Iowa
$6.34K
HWM
2396
Horizons Wealth Management
North Carolina
$6.34K +$1.59K +8 +35%
MWA
2397
Miller Wealth Advisors
Colorado
$6.14K -$18.9K -95 -76%
ICM
2398
Intrepid Capital Management
Florida
$5.73K +$5.57K +28 New
FGAM
2399
Financial Gravity Asset Management
Texas
$5.24K +$795 +4 +1%
PP
2400
PFS Partners
New Jersey
$4.09K +$3.98K +20 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.