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Union Pacific
UNP

Overview Fund Activity

2,543 hedge funds and large institutions have $110B invested in Union Pacific in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 1,011 increasing their positions, 986 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,543
Holders Change
-54
Holders Change %
-2.08%
% of All Funds
36.99%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
0.71%
New
140
Increased
1,011
Reduced
986
Closed
155
Calls
$1.11B
Puts
$731M
Net Calls
+$382M
Net Calls Change
-$87.8M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$380M
2
UBS AM
UBS AM
Illinois
$761M
3
Vontobel Holding
Vontobel Holding
Switzerland
$281M
4
BlackRock
BlackRock
New York
$9.68B
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.87B

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$201M
2
Citadel Advisors
Citadel Advisors
Florida
$39M
3
SCP
Soroban Capital Partners
New York
$465M
4
Bank of America
Bank of America
North Carolina
$3.01B
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$8.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFIAP
2501
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$11.3K – – –
LWA
2502
Lowe Wealth Advisors
Maryland
$11.3K – – –
WAG
2503
Wiser Advisor Group
Arizona
$11.1K +$444 +2 +4%
DPW
2504
DiNuzzo Private Wealth
Pennsylvania
$10.9K +$905 +4 +9%
SIC
2505
SJS Investment Consulting
Ohio
$10.4K -$907 -4 -8%
UWS
2506
Unique Wealth Strategies
Illinois
$10.3K +$10.3K +42 New
KA
2507
Kozak & Associates
Colorado
$10.1K -$4.03K -18 -29%
LFA
2508
Legend Financial Advisors
Pennsylvania
$9.28K -$1.81K -8 -16%
RAM
2509
Riggs Asset Management
Pennsylvania
$9.05K -$1.13K -5 -11%
TCM
2510
TD Capital Management
Tennessee
$9.05K – – –
PCM
2511
Perritt Capital Management
Illinois
$8.97K +$224 +1 +3%
PCWA
2512
Pacific Capital Wealth Advisors
California
$8.82K -$5.2K -23 -37%
JPWM
2513
Jamison Private Wealth Management
Georgia
$7.92K -$1.13K -5 -13%
EIM
2514
Essex Investment Management
Massachusetts
$7.92K – – –
HWM
2515
Horizons Wealth Management
North Carolina
$7.51K – – –
BIM
2516
Breakwater Investment Management
Washington
$7.47K +$7.47K +33 New
ETC
2517
Exchange Traded Concepts
Oklahoma
$7.24K +$3.39K +15 +88%
IHWM
2518
Iron Horse Wealth Management
Iowa
$7.01K – – –
RWMG
2519
Redwood Wealth Management Group
New Jersey
$7.01K +$7.01K +31 New
MWA
2520
Miller Wealth Advisors
Colorado
$6.79K – – –
CJH
2521
Christopher J. Hasenberg
Wisconsin
$6.34K – – –
CCA
2522
Criterion Capital Advisors
Tennessee
$5.66K – – –
WCM
2523
Westend Capital Management
California
$4.95K -$11.2K -50 -69%
TWD
2524
True Wealth Design
Ohio
$4.75K +$679 +3 +17%
PA
2525
PSI Advisors
Florida
$4.75K – – –
99 100
101
102 103