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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
37.49%
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
$4.88B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.81B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.68B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$293M
5
Citadel Advisors
Citadel Advisors
Florida
$241M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.84B
2
SCP
Soroban Capital Partners
New York
$1.73B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.3M
4
Barclays
Barclays
United Kingdom
$455M
5
First Trust Advisors
First Trust Advisors
Illinois
$80.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
2526
Bourgeon Capital Management
Connecticut
$9.33K – – –
JPWM
2527
Jamison Private Wealth Management
Georgia
$8.6K – – –
EIM
2528
Essex Investment Management
Massachusetts
$8.6K – – –
MSWM
2529
Mowery & Schoenfeld Wealth Management
Illinois
$7.86K +$7.86K +32 New
PS
2530
Planned Solutions
California
$7.77K +$7.77K +32 New
IHWM
2531
Iron Horse Wealth Management
Iowa
$7.61K – – –
HWM
2532
Horizons Wealth Management
North Carolina
$7.61K – – –
LTI
2533
Laffer Tengler Investments
Tennessee
$7.61K +$7.61K +31 New
MWA
2534
Miller Wealth Advisors
Colorado
$7.37K – – –
FRA
2535
Frank Rimerman Advisors
California
$7.37K +$7.37K +30 New
MSWM
2536
McGlone Suttner Wealth Management
Wisconsin
$6.71K +$6.71K +27 New
CCA
2537
Criterion Capital Advisors
Tennessee
$6.14K +$6.14K +25 New
CIR
2538
Clear Investment Research
Georgia
$5.65K +$5.65K +23 New
NFA
2539
Northwest Financial Advisors
Virginia
$5.65K +$5.65K +23 New
PA
2540
PSI Advisors
Florida
$5.16K +$5.16K +21 New
PP
2541
PFS Partners
New Jersey
$4.97K – – –
FRA
2542
Front Row Advisors
California
$4.91K – – –
APC
2543
Aspire Private Capital
North Carolina
$4.44K – – –
JFG
2544
JDM Financial Group
Texas
$4.42K – – –
HWP
2545
Highline Wealth Partners
California
$4.19K -$8.39K -34 -67%
RS
2546
Rakuten Securities
Japan
$4.18K +$4.18K +17 New
MIA
2547
MeadowBrook Investment Advisors
Michigan
$4.18K +$4.18K +17 New
OAJ
2548
Ogorek Anthony Joseph
New York
$4K -$808K -3,839 -100%
LFA
2549
Legend Financial Advisors
Pennsylvania
$3.93K +$3.93K +16 New
CTB
2550
Country Trust Bank
Illinois
$3.68K – – –
100 101
102
103 104