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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 %
OFG
2651
Oxford Financial Group
Indiana
– -$215K -1,057 Closed
HGWM
2652
Horst & Graben Wealth Management
Oregon
– -$207K -1,017 Closed
FLII
2653
First Long Island Investors
New York
– -$204K -1,000 Closed
CCP
2654
Clarkston Capital Partners
Michigan
– -$204K -1,000 Closed
CCP
2655
Carmel Capital Partners
California
– -$194K -951 Closed
AP
2656
Arlington Partners
Alabama
– -$121K -593 Closed
SFCL
2657
Strengthening Families & Communities LLC
Massachusetts
– -$119K -587 Closed
MIA
2658
Milestone Investment Advisors
Wisconsin
– -$116K -570 Closed
RCG
2659
Rock Creek Group
District of Columbia
– -$96.7K -475 Closed
Legacy Financial Group (Iowa)
2660
Legacy Financial Group (Iowa)
Iowa
– -$83.1K -408 Closed
NIC
2661
Northwest Investment Counselors
Oregon
– -$78.1K -384 Closed
WWP
2662
WR Wealth Planners
Missouri
– -$73.3K -360 Closed
IAS
2663
IMA Advisory Services
Colorado
– -$36.7K -180 Closed
FAM
2664
Flaharty Asset Management
Florida
– -$29.7K -146 Closed
SOW
2665
State of Wyoming
Wyoming
– -$26.7K -131 Closed
BCM
2666
BluePath Capital Management
Georgia
– -$24.5K -120 Closed
BWS
2667
Buck Wealth Strategies
Colorado
– -$23.8K -117 Closed
HI
2668
Hoey Investments
Pennsylvania
– -$20.4K -100 Closed
HIM
2669
Hillsdale Investment Management
Ontario, Canada
– -$20.4K -100 Closed
RW
2670
RVW Wealth
California
– -$18.1K -89 Closed
ORAM
2671
One River Asset Management
Connecticut
– -$10.6K -52 Closed
CA
2672
Centerpoint Advisors
Massachusetts
– -$8K -38 Closed
ICM
2673
Intrepid Capital Management
Florida
– -$5.7K -28 Closed
HWP
2674
Hibernia Wealth Partners
Louisiana
– -$5.29K -26 Closed
SIA
2675
SkyView Investment Advisors
New Jersey
– -$4K -19 Closed
104 105 106
107
108