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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
CIP
451
Chartwell Investment Partners
Pennsylvania
$11.7M -$180K -743 -2%
PI
452
Parkside Investments
Illinois
$11.6M -$119K -490 -1%
FAB
453
First American Bank
Illinois
$11.6M -$195K -804 -2%
FCM
454
Fourpath Capital Management
Oklahoma
$11.6M +$11.2M +46,211 +5,204%
BPA
455
Beacon Pointe Advisors
California
$11.6M +$62.3K +257 +0.5%
TIAA Trust, National Association
456
TIAA Trust, National Association
North Carolina
$11.6M +$455K +1,878 +4%
ACI
457
Alpha Cubed Investments
California
$11.6M -$363K -1,499 -3%
HTC
458
Haverford Trust Company
Pennsylvania
$11.5M -$497K -2,051 -4%
FNBT
459
FineMark National Bank & Trust
Florida
$11.5M -$6.96M -28,696 -38%
AAIS
460
ABN AMRO Investment Solutions
$11.5M -$21.6K -89 -0.2%
GJCM
461
Grand Jean Capital Management
California
$11.5M +$755K +3,113 +7%
SAM
462
Sawgrass Asset Management
Florida
$11.4M -$475K -1,958 -4%
CWP
463
Cyndeo Wealth Partners
Florida
$11.4M +$3.75M +15,446 +50%
JIC
464
Johnson Investment Counsel
Ohio
$11.3M -$1.16M -4,779 -9%
TRSOTSOK
465
Teachers Retirement System of the State of Kentucky
Kentucky
$11.3M -$10.3M -42,638 -48%
RCYC
466
Richard C. Young & Co
Rhode Island
$11.3M +$152K +627 +1%
WP
467
Woodline Partners
California
$11.3M +$1.94M +7,985 +21%
AAMU
468
AEGON Asset Management (UK)
United Kingdom
$11.3M
BFIM
469
Beese Fulmer Investment Management
Ohio
$11.2M +$53.3K +220 +0.5%
HWM
470
HFR Wealth Management
New York
$11.2M +$128K +529 +1%
Connor, Clark & Lunn Investment Management (CC&L)
471
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.2M -$24.8M -102,182 -69%
UCFA
472
United Capital Financial Advisors
Texas
$11.1M -$147K -605 -1%
DCM
473
Dupont Capital Management
Delaware
$11M
SGI
474
Summit Global Investments
Utah
$11M -$262K -1,081 -2%
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$11M +$276K +1,138 +3%

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.