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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
WAM
351
Wallington Asset Management
Indiana
$18.8M +$511K +2,108 +3%
GGS
352
Galvin Gaustad & Stein
Arizona
$18.7M -$369K -1,520 -2%
ACIM
353
Azimuth Capital Investment Management
Michigan
$18.6M -$670K -2,765 -4%
ADEF
354
Adams Diversified Equity Fund
Maryland
$18.4M -$3.01M -12,400 -14%
TFP
355
Triple Frond Partners
California
$18.4M
FCH
356
Freestone Capital Holdings
Washington
$18.2M +$474K +1,953 +3%
SSWM
357
Smith Salley Wealth Management
North Carolina
$18.1M -$298K -1,230 -2%
Cambridge Investment Research Advisors
358
Cambridge Investment Research Advisors
Iowa
$18.1M -$66.7K -275 -0.4%
SMDAM
359
Sumitomo Mitsui DS Asset Management
Japan
$18.1M +$919K +3,788 +5%
SOADOR
360
State of Alaska Department of Revenue
Alaska
$17.9M +$564K +2,325 +3%
PCH
361
Polar Capital Holdings
United Kingdom
$17.9M -$2.2M -9,077 -11%
HP
362
Hosking Partners
United Kingdom
$17.8M -$853K -3,517 -5%
PMAM
363
Picton Mahoney Asset Management
Ontario, Canada
$17.8M -$3.39M -13,980 -16%
CTA
364
Colonial Trust Advisors
South Carolina
$17.3M +$561K +2,313 +3%
PHK
365
Point72 Hong Kong
Hong Kong
$16.8M +$16.5M +67,963 New
SCI
366
S&CO Inc
Massachusetts
$16.7M
MAA
367
Matrix Asset Advisors
New York
$16.7M +$1.23M +5,070 +8%
ABTD
368
Arvest Bank Trust Division
Oklahoma
$16.7M +$16.4M +67,672 New
FBB
369
Fulton Breakefield Broenniman
Maryland
$16.7M -$216K -892 -1%
SIMG
370
Sonora Investment Management Group
Arizona
$16.6M +$373K +1,540 +2%
QIM
371
Quest Investment Management
Oregon
$16.5M +$3.19M +13,163 +25%
FCBT
372
First Citizens Bank & Trust
North Carolina
$16.3M -$728K -3,001 -4%
ACA
373
Anchor Capital Advisors
Massachusetts
$16.2M -$203K -836 -1%
HHAA
374
Henry H. Armstrong Associates
Pennsylvania
$16.2M +$255K +1,050 +2%
IMPI
375
Ilmarinen Mutual Pension Insurance
Finland
$16.1M +$1.45M +6,000 +10%

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.