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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
FRA
2401
Front Row Advisors
California
$4K
JFG
2402
JDM Financial Group
Texas
$3.68K
APC
2403
Aspire Private Capital
North Carolina
$3.66K
HWP
2404
Highline Wealth Partners
California
$3.48K
CPA
2405
Cowen Prime Advisors
New York
$3.48K
RWPA
2406
Richard W. Paul & Associates
Michigan
$3.27K +$2.19K +11 +220%
CTB
2407
Country Trust Bank
Illinois
$3.07K
RI
2408
Ridgewood Investments
New Jersey
$3.07K
PAG
2409
Paladin Advisory Group
Iowa
$2.87K
TWD
2410
True Wealth Design
Ohio
$2.05K -$73.6K -370 -97%
PA
2411
PSI Advisors
Florida
$1.64K -$795 -4 -33%
PS
2412
PayPay Securities
Japan
$1.23K -$994 -5 -45%
PP
2413
Paloma Partners
Connecticut
$1.02K +$994 +5 New
LF
2414
Lee Financial
Texas
$614 -$79.1K -398 -99%
2L
2415
25 LLC
Missouri
$422 +$398 +2 New
JMPWA
2416
JP Morgan Private Wealth Advisors
California
-$194M -963,026 Closed
AAM
2417
Ardevora Asset Management
United Kingdom
-$81.1M -403,191 Closed
ESCM
2418
Echo Street Capital Management
New York
-$78.4M -389,512 Closed
BGIM
2419
Brandywine Global Investment Management
Pennsylvania
-$66.5M -330,575 Closed
JCM
2420
Junto Capital Management
New York
-$22.1M -109,625 Closed
PPC
2421
Park Presidio Capital
California
-$19.8M -98,482 Closed
LP
2422
LMR Partners
United Kingdom
-$19.7M -97,654 Closed
BWC
2423
Blue Whale Capital
United Kingdom
-$15.9M -79,000 Closed
CM
2424
Castleark Management
Illinois
-$10.9M -54,205 Closed
Hudson Bay Capital Management
2425
Hudson Bay Capital Management
Connecticut
-$7.23M -35,935 Closed

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.