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Union Pacific
UNP

Overview Fund Activity

2,384 hedge funds and large institutions have $99.3B invested in Union Pacific in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 877 increasing their positions, 972 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
-16
Holders Change %
-0.67%
% of All Funds
38.01%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.85%
New
141
Increased
877
Reduced
972
Closed
128
Calls
$3.19B
Puts
$1.57B
Net Calls
+$1.62B
Net Calls Change
+$327M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$957M
2
Capital World Investors
Capital World Investors
California
+$562M
3
ClearBridge Investments
ClearBridge Investments
New York
+$438M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
5
Barclays
Barclays
United Kingdom
+$296M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$430M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$340M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$336M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$319M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
501
Stonegate Investment Group
Alabama
$8.52M +$97.3K +478 +1%
BDA
502
Borer Denton & Associates
Pennsylvania
$8.5M +$34.6K +170 +0.4%
ACM
503
Ashford Capital Management
Delaware
$8.5M – – –
YCM
504
Yaupon Capital Management
New York
$8.5M +$8.5M +41,719 New
BFIM
505
Beese Fulmer Investment Management
Ohio
$8.45M -$70.5K -346 -0.8%
IAA
506
Independent Advisor Alliance
North Carolina
$8.45M +$30.1K +148 +0.4%
Pacer Advisors
507
Pacer Advisors
Pennsylvania
$8.44M -$1.15M -5,630 -12%
RCYC
508
Richard C. Young & Co
Rhode Island
$8.4M +$236K +1,160 +3%
ACM
509
Aquatic Capital Management
Illinois
$8.37M +$122K +600 +1%
M
510
MOTCO
Texas
$8.34M -$49.5K -243 -0.6%
WBG
511
Wharton Business Group
Pennsylvania
$8.31M +$3.35M +16,460 +68%
YIA
512
YHB Investment Advisors
Connecticut
$8.3M -$74.1K -364 -0.9%
CFM
513
Coronation Fund Managers
South Africa
$8.28M -$69K -339 -0.8%
RB
514
Rodgers Brothers
Pennsylvania
$8.25M +$428K +2,100 +5%
PWAG
515
Polaris Wealth Advisory Group
California
$8.2M -$4.13M -20,284 -33%
Acadian Asset Management
516
Acadian Asset Management
Massachusetts
$8.17M +$152K +749 +2%
WCM
517
Wedge Capital Management
North Carolina
$8.16M -$919K -4,512 -10%
Federated Hermes
518
Federated Hermes
Pennsylvania
$8.12M -$888K -4,359 -10%
DILIC
519
Dai-ichi Life Insurance Company
Japan
$8.12M +$397K +1,949 +5%
HWM
520
HB Wealth Management
Georgia
$8.09M +$442K +2,173 +6%
MSS
521
Mitchell Sinkler & Starr
Pennsylvania
$8.08M -$3.38M -16,587 -29%
TAM
522
Taurus Asset Management
New York
$8.07M -$102K -500 -1%
SMI
523
Shelter Mutual Insurance
Missouri
$8.04M -$1.83M -9,000 -19%
UOC
524
UBS O'Connor
Illinois
$8M +$3.69M +18,100 +85%
SC
525
Shellback Capital
Massachusetts
$7.85M +$7.85M +38,573 New
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