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Union Pacific

2,398 hedge funds and large institutions have $99.5B invested in Union Pacific in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 881 increasing their positions, 977 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $3.19B | Put options by funds: $1.57B

10% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 128

1.2% more ownership

Funds ownership: 78.64%79.85% (+1.2%)

1% more capital invested

Capital invested by funds: $98.5B → $99.5B (+$1.02B)

1% less funds holding

Funds holding: 2,4142,398 (-16)

10% less repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 977

5% less funds holding in top 10

Funds holding in top 10: 5754 (-3)

Holders
2,398
Holders Change
-16
Holders Change %
-0.66%
% of All Funds
38.05%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
141
Increased
881
Reduced
977
Closed
128
Calls
$3.19B
Puts
$1.57B
Net Calls
+$1.62B
Net Calls Change
+$327M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$791M -$9.05M -41,547 -1%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$783M +$3.32M +15,253 +0.4%
UBS Group
28
UBS Group
Switzerland
$768M -$94.5M -433,972 -10%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$717M -$3.13M -14,366 -0.4%
Charles Schwab
30
Charles Schwab
California
$678M +$11M +50,598 +2%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$649M +$10.3M +47,075 +1%
Deutsche Bank
32
Deutsche Bank
Germany
$641M -$256M -1,175,161 -27%
Goldman Sachs
33
Goldman Sachs
New York
$640M +$76.2M +350,039 +13%
State Farm Mutual Automobile Insurance
34
State Farm Mutual Automobile Insurance
Illinois
$639M
Capital World Investors
35
Capital World Investors
California
$610M +$601M +2,758,705 +1,156%
UBS AM
36
UBS AM
Illinois
$599M -$11.3M -51,742 -2%
RJA
37
Raymond James & Associates
Florida
$569M -$18.5M -84,951 -3%
Barclays
38
Barclays
United Kingdom
$556M +$317M +1,454,908 +114%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$547M +$71.4M +327,662 +14%
Principal Financial Group
40
Principal Financial Group
Iowa
$546M -$16M -73,591 -3%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$532M +$21.7M +99,658 +4%
Amundi
42
Amundi
France
$528M -$41.7M -191,301 -7%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$478M +$202M +929,495 +66%
QP
44
Quilter Plc
United Kingdom
$445M +$2.18M +10,018 +2%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$441M +$297M +1,364,780 +171%
Stifel Financial
46
Stifel Financial
Missouri
$418M +$15.7M +72,219 +4%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$409M +$83.8M +384,660 +24%
Swiss National Bank
48
Swiss National Bank
Switzerland
$399M -$52.9M -243,000 -11%
Diamond Hill Capital Management
49
Diamond Hill Capital Management
Ohio
$363M +$3.59M +16,493 +0.9%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$354M -$9.23M -42,379 -2%

UNP Hedge Fund Activity: Q3 2023 in Review

2,398 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2023, worth a combined $99.5B — up 1% from $98.5B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new UNP positions and 128 closed out — a net gain of 13 holders — while 881 added to existing stakes and 977 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.02B. The largest seller was Lazard Asset Management, cutting an estimated $459M.

  • 2,398 institutional investors held Union Pacific (UNP) as of Q3 2023, down from 2,414 in Q2 2023.
  • Funds reported $99.5B of Union Pacific stock for Q3 2023, up 1% quarter-over-quarter.
  • 141 funds opened new Union Pacific positions in Q3 2023 and 128 closed out, a net change of +13 holders.
  • The largest Union Pacific buyer in Q3 2023 was Capital Research Global Investors, an estimated $1.02B added.
  • The largest Union Pacific seller in Q3 2023 was Lazard Asset Management, an estimated $459M sold.

Based on aggregated 13F filings for Q3 2023.