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Union Pacific
UNP

Overview Fund Activity

2,588 hedge funds and large institutions have $117B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,015 increasing their positions, 974 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+45
Holders Change %
+1.77%
% of All Funds
37.44%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.77%
New
175
Increased
1,015
Reduced
974
Closed
95
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$1.02B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$602M
3
Capital Research Global Investors
Capital Research Global Investors
California
$2.24B
4
Capital World Investors
Capital World Investors
California
$1.22B
5
Franklin Resources
Franklin Resources
California
$1.8B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.92B
2
SWM
Scissortail Wealth Management
Oklahoma
$4.83M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$385M
4
First Trust Advisors
First Trust Advisors
Illinois
$60M
5
SCP
Soroban Capital Partners
New York
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
2551
Legend Financial Advisors
Pennsylvania
$10.1K – – –
RAM
2552
Riggs Asset Management
Pennsylvania
$9.86K – – –
TCM
2553
TD Capital Management
Tennessee
$9.86K – – –
PCM
2554
Perritt Capital Management
Illinois
$9.82K – – –
ETS
2555
ESL Trust Services
New York
$9.12K -$12.3K -50 -57%
EIM
2556
Essex Investment Management
Massachusetts
$8.63K – – –
SFA
2557
Semmax Financial Advisors
North Carolina
$8.46K -$5.07K -21 -38%
PS
2558
Planned Solutions
California
$7.8K +$7.8K +32 New
IHWM
2559
Iron Horse Wealth Management
Iowa
$7.64K – – –
HWM
2560
Horizons Wealth Management
North Carolina
$7.64K – – –
MWA
2561
Miller Wealth Advisors
Colorado
$7.25K – – –
PIS
2562
POM Investment Strategies
North Carolina
$6.9K -$14K -57 -67%
JFG
2563
JDM Financial Group
Texas
$6.66K +$2.22K +9 +50%
MAM
2564
Morse Asset Management
Connecticut
$6.66K +$6.66K +27 New
CJH
2565
Christopher J. Hasenberg
Wisconsin
$6.65K – – –
CWA
2566
Carolina Wealth Advisors
South Carolina
$6.41K +$6.41K +26 New
CAM
2567
Creekmur Asset Management
Illinois
$6.16K -$27.4K -111 -82%
NFA
2568
Northwest Financial Advisors
Virginia
$5.67K +$5.67K +23 New
CCA
2569
Criterion Capital Advisors
Tennessee
$5.66K – – –
WCM
2570
Westend Capital Management
California
$5.42K – – –
PA
2571
PSI Advisors
Florida
$5.18K – – –
PP
2572
PFS Partners
New Jersey
$5.07K +$241 +1 +5%
TWD
2573
True Wealth Design
Ohio
$4.93K -$247 -1 -5%
FRA
2574
Front Row Advisors
California
$4.93K – – –
APC
2575
Aspire Private Capital
North Carolina
$4.51K – – –
101 102
103
104 105