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Union Pacific
UNP

Overview Fund Activity

2,557 hedge funds and large institutions have $123B invested in Union Pacific in 2023 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 936 increasing their positions, 930 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,557
Holders Change
+173
Holders Change %
+7.26%
% of All Funds
37.48%
Holding in Top 10
87
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+64.15%
% of All Funds
1.28%
New
329
Increased
936
Reduced
930
Closed
118
Calls
$3.73B
Puts
$1.65B
Net Calls
+$2.08B
Net Calls Change
+$457M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$339M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$316M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$293M
5
Citadel Advisors
Citadel Advisors
Florida
+$217M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$320M
2
SCP
Soroban Capital Partners
New York
-$298M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$240M
4
Barclays
Barclays
United Kingdom
-$216M
5
First Trust Advisors
First Trust Advisors
Illinois
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
2501
WestEnd Advisors
North Carolina
$18.4K – – –
PWM
2502
Partnership Wealth Management
Maryland
$18.3K +$18.3K +75 New
LD
2503
Lipe & Dalton
New York
$18K – – –
RG
2504
Retirement Group
California
$17.9K +$14.7K +60 +462%
AP
2505
Aspect Partners
Virginia
$17.7K +$17.7K +72 New
LF
2506
Lee Financial
Texas
$16.2K +$13K +53 +408%
KSWA
2507
Kathleen S. Wright Associates
Pennsylvania
$16K +$16K +65 New
QL
2508
Quarry LP
New York
$14.2K +$14.2K +58 New
FSWA
2509
Financial Synergies Wealth Advisors
Texas
$14.1K – – –
KA
2510
Kozak & Associates
Colorado
$13.2K -$4.48K -19 -25%
SIC
2511
SJS Investment Consulting
Ohio
$13.1K -$1.49K -6 -10%
LWA
2512
Lowe Wealth Advisors
Maryland
$12.3K – – –
TVAMP
2513
Tennessee Valley Asset Management Partners
Tennessee
$12.3K +$12.3K +50 New
WAG
2514
Wiser Advisor Group
Arizona
$11.9K +$11.9K +49 New
KHC
2515
Koesten Hirschmann & Crabtree
Kansas
$11.8K -$18.4K -75 -61%
BHWM
2516
Beaird Harris Wealth Management
Texas
$11.5K +$11.5K +47 New
NC
2517
NewSquare Capital
Pennsylvania
$11.1K -$14.7K -60 -57%
TFGT
2518
TS Financial Group (TSFG)
Illinois
$11K – – –
DPW
2519
DiNuzzo Private Wealth
Pennsylvania
$10.8K +$10.8K +44 New
BCMLT
2520
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4K – – –
DF
2521
Dunhill Financial
United Kingdom
$10.1K +$10.1K +41 New
TCM
2522
TD Capital Management
Tennessee
$9.83K – – –
RAM
2523
Riggs Asset Management
Pennsylvania
$9.83K – – –
PCM
2524
Perritt Capital Management
Illinois
$9.63K – – –
PCWA
2525
Pacific Capital Wealth Advisors
California
$9.58K +$9.58K +39 New
99 100
101
102 103