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Union Pacific

2,607 hedge funds and large institutions have $119B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,019 increasing their positions, 982 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 96

8% more capital invested

Capital invested by funds: $110B → $119B (+$9.09B)

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

2% more funds holding

Funds holding: 2,5622,607 (+45)

4% more repeat investments, than reductions

Existing positions increased: 1,019 | Existing positions reduced: 982

1% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.22B

0.18% less ownership

Funds ownership: 79.68%79.49% (-0.18%)

Holders
2,607
Holders Change
+45
Holders Change %
+1.76%
% of All Funds
37.43%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.76%
New
175
Increased
1,019
Reduced
982
Closed
96
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
2501
Peterson Financial Group
Iowa
$32K +$31.5K +130 New
BCMLT
2502
Beacon Capital Management LLC (Tennessee)
Tennessee
$32K +$9.94K +41 +46%
SVCP
2503
Silicon Valley Capital Partners
California
$31.9K
DF
2504
Dunhill Financial
United Kingdom
$31.8K +$16.5K +68 +111%
FC
2505
Fairscale Capital
New Hampshire
$31.8K
JPWM
2506
Jamison Private Wealth Management
Georgia
$31.6K +$22.6K +93 +266%
BIA
2507
Bell Investment Advisors
California
$30.8K
KLWA
2508
Kelly Lawrence W & Associates
California
$30.6K
SC
2509
Stephens Consulting
Michigan
$29.8K -$970 -4 -3%
PWMG
2510
Private Wealth Management Group
New Jersey
$29.6K +$485 +2 +2%
CCA
2511
Catalyst Capital Advisors
New York
$29.6K +$29.1K +120 New
SIS
2512
Strategic Investment Solutions
Illinois
$28.5K +$242 +1 +0.9%
HFS
2513
HBC Financial Services
Washington
$28K +$242 +1 +0.8%
DFA
2514
DHJJ Financial Advisors
Illinois
$27.6K
FA
2515
Financial Avengers
California
$26.9K
CSWM
2516
Cassady Schiller Wealth Management
Ohio
$26.9K
CJ
2517
Caitlin John
Michigan
$26.4K
RCM
2518
Richardson Capital Management
Wisconsin
$25.9K
TCM
2519
Tributary Capital Management
Nebraska
$25.4K -$4.85K -20 -16%
CPG
2520
Cornerstone Planning Group
New Jersey
$25.1K +$1.94K +8 +8%
HFM
2521
Harvest Fund Management
China
$25K -$118K -486 -83%
AWM
2522
AllSquare Wealth Management
New York
$24.6K
JAM
2523
JCIC Asset Management
Ontario, Canada
$24.6K
OLVIG
2524
Oliver Lagore Vanvalin Investment Group
Michigan
$24.6K
PGAM
2525
Princeton Global Asset Management
New Jersey
$24.6K

UNP Hedge Fund Activity: Q3 2024 in Review

2,607 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2024, worth a combined $119B — up 8.3% from $110B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new UNP positions and 96 closed out — a net gain of 79 holders — while 1,019 added to existing stakes and 982 trimmed.

The largest buyer was DZ Bank, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $344M.

  • 2,607 institutional investors held Union Pacific (UNP) as of Q3 2024, up from 2,562 in Q2 2024.
  • Funds reported $119B of Union Pacific stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 175 funds opened new Union Pacific positions in Q3 2024 and 96 closed out, a net change of +79 holders.
  • The largest Union Pacific buyer in Q3 2024 was DZ Bank, an estimated $818M added.
  • The largest Union Pacific seller in Q3 2024 was Bank of America, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2024.