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Union Pacific
UNP

Overview Fund Activity

2,400 hedge funds and large institutions have $98.3B invested in Union Pacific in 2023 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 895 increasing their positions, 968 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,400
Holders Change
+38
Holders Change %
+1.61%
% of All Funds
37.85%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.88%
New
160
Increased
895
Reduced
968
Closed
104
Calls
$2.38B
Puts
$1.09B
Net Calls
+$1.29B
Net Calls Change
-$232M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.12B
2
Franklin Resources
Franklin Resources
California
$1.27B
3
Capital International Investors
Capital International Investors
California
$2.73B
4
MG
Meritage Group
California
$233M
5
Citadel Advisors
Citadel Advisors
Florida
$201M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$37.1M
2
PI
Putnam Investments
Massachusetts
$109M
3
Amundi
Amundi
France
$563M
4
BlackRock
BlackRock
New York
$8.57B
5
Bank of America
Bank of America
North Carolina
$2.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
2451
Wealth Advisory Solutions
Indiana
– -$367K -1,825 Closed
IA
2452
IFG Advisory
Georgia
– -$362K -1,799 Closed
OIS
2453
Okabena Investment Services
Minnesota
– -$352K -1,747 Closed
SCM
2454
Stevens Capital Management
Pennsylvania
– -$339K -1,686 Closed
Winslow Capital Management
2455
Winslow Capital Management
Minnesota
– -$317K -1,573 Closed
PWM
2456
Prentice Wealth Management
New York
– -$317K -1,573 Closed
HHGA
2457
Halbert Hargrove Global Advisors
California
– -$312K -1,551 Closed
T
2458
TCWP
Ohio
– -$307K -1,525 Closed
WRM
2459
Weybosset Research & Management
Rhode Island
– -$307K -1,525 Closed
AC
2460
Arjuna Capital
North Carolina
– -$293K -1,456 Closed
VCM
2461
Vision Capital Management
Oregon
– -$270K -1,343 Closed
HFRG
2462
Houlihan Financial Resource Group
Virginia
– -$261K -1,299 Closed
TLP
2463
Trinity Legacy Partners
Texas
– -$242K -1,201 Closed
SICM
2464
Sustainable Insight Capital Management
New York
– -$241K -1,197 Closed
MCM
2465
Mitchell Capital Management
Kansas
– -$234K -1,161 Closed
AWC
2466
Abundance Wealth Counselors
Pennsylvania
– -$231K -1,147 Closed
NC
2467
NBW Capital
Massachusetts
– -$230K -1,141 Closed
AFT
2468
Alpha Family Trust
California
– -$228K -1,135 Closed
CIP
2469
Capital Insight Partners
Arizona
– -$227K -1,129 Closed
FNBOMD
2470
First National Bank of Mount Dora
Florida
– -$224K -1,111 Closed
OPOWM
2471
One Plus One Wealth Management
Florida
– -$223K -1,109 Closed
GA
2472
Greenspring Advisors
Maryland
– -$223K -1,107 Closed
GBWM
2473
Granite Bay Wealth Management
New Hampshire
– -$219K -1,086 Closed
CWM
2474
Curi Wealth Management
North Carolina
– -$218K -1,085 Closed
PWP
2475
Perfromance Wealth Partners
Illinois
– -$213K -1,057 Closed
97 98
99
100 101