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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
QT
2451
Quantbot Technologies
New York
-$717K -3,562 Closed
CCM
2452
Compton Capital Management
Rhode Island
-$635K -3,155 Closed
DFG
2453
Delta Financial Group
New Jersey
-$623K -3,097 Closed
LCWP
2454
Legacy Capital Wealth Partners
Arkansas
-$613K -3,044 Closed
GCP
2455
Garda Capital Partners
Minnesota
-$598K -3,006 Closed
KF
2456
Krilogy Financial
Missouri
-$573K -2,848 Closed
SFS
2457
Sowell Financial Services
Arkansas
-$553K -2,749 Closed
CCM
2458
CAAS Capital Management
New York
-$501K -2,522 Closed
SLF
2459
Sun Life Financial
Ontario, Canada
-$479K -2,386 Closed
PCH
2460
PGIM Custom Harvest
New Jersey
-$466K -2,317 Closed
BFIC
2461
Bedell Frazier Investment Counselling
California
-$466K -2,315 Closed
OMC
2462
Overbrook Management Corp
New York
-$417K -2,074 Closed
FPGK
2463
Financial Partners Group (Kansas)
Kansas
-$368K -1,827 Closed
WAS
2464
Wealth Advisory Solutions
Indiana
-$367K -1,825 Closed
IA
2465
IFG Advisory
Georgia
-$362K -1,799 Closed
OIS
2466
Okabena Investment Services
Minnesota
-$352K -1,747 Closed
SCM
2467
Stevens Capital Management
Pennsylvania
-$339K -1,686 Closed
PPG
2468
Peak Planning Group
Colorado
-$321K -1,594 Closed
PWM
2469
Prentice Wealth Management
New York
-$317K -1,573 Closed
Winslow Capital Management
2470
Winslow Capital Management
Minnesota
-$317K -1,573 Closed
HHGA
2471
Halbert Hargrove Global Advisors
California
-$312K -1,551 Closed
T
2472
TCWP
Ohio
-$307K -1,525 Closed
WRM
2473
Weybosset Research & Management
Rhode Island
-$307K -1,525 Closed
AC
2474
Arjuna Capital
North Carolina
-$293K -1,456 Closed
VCM
2475
Vision Capital Management
Oregon
-$270K -1,343 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.