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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.8B -$55.1M -277,295 -0.5%
BlackRock
2
BlackRock
New York
$8.57B -$288M -1,448,193 -3%
State Street
3
State Street
Massachusetts
$5.07B -$7.09M -35,673 -0.1%
Capital International Investors
4
Capital International Investors
California
$2.73B +$335M +1,683,189 +14%
Bank of America
5
Bank of America
North Carolina
$2.45B -$275M -1,384,643 -10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.33B +$52.7M +265,117 +2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.24B +$23M +115,754 +1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$2.12B +$728M +3,660,204 +55%
Morgan Stanley
9
Morgan Stanley
New York
$1.89B +$54.8M +275,734 +3%
Ameriprise
10
Ameriprise
Minnesota
$1.72B -$199M -1,001,826 -11%
SCP
11
Soroban Capital Partners
New York
$1.69B
JP Morgan Chase
12
JP Morgan Chase
New York
$1.52B -$264M -1,325,937 -15%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$1.48B -$49.9M -251,083 -3%
Northern Trust
14
Northern Trust
Illinois
$1.33B -$91.6M -460,771 -7%
Franklin Resources
15
Franklin Resources
California
$1.27B +$455M +2,288,329 +58%
Norges Bank
16
Norges Bank
Norway
$1.25B -$4.76M -23,970 -0.4%
N
17
Nuveen
North Carolina
$1.2B -$113M -569,455 -9%
Fisher Asset Management
18
Fisher Asset Management
Washington
$1.16B +$18.9M +94,913 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.11B -$46.7M -234,820 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.02B -$4.43M -22,304 -0.4%
Deutsche Bank
21
Deutsche Bank
Germany
$885M -$2.35M -11,829 -0.3%
Invesco
22
Invesco
Georgia
$862M -$49.3M -248,137 -6%
UBS Group
23
UBS Group
Switzerland
$861M -$129M -646,528 -13%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$820M -$19.1M -96,099 -2%
Wells Fargo
25
Wells Fargo
California
$804M -$3.2M -16,111 -0.4%

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.