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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
37.48%
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
+$2.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$339M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$316M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$293M
5
Citadel Advisors
Citadel Advisors
Florida
+$217M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$320M
2
SCP
Soroban Capital Partners
New York
-$298M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$240M
4
Barclays
Barclays
United Kingdom
-$216M
5
First Trust Advisors
First Trust Advisors
Illinois
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
551
Mattern Capital Management
Colorado
$8.64M +$356K +1,451 +4%
WJWM
552
Williams Jones Wealth Management
New York
$8.58M -$340K -1,385 -4%
BPC
553
Banque Pictet & Cie
Switzerland
$8.57M -$5.04M -20,531 -37%
EGA
554
Eagle Global Advisors
Texas
$8.56M -$293K -1,194 -3%
NEI
555
Northwest & Ethical Investments
Ontario, Canada
$8.56M -$170K -693 -2%
CIC
556
Cutler Investment Counsel
Oregon
$8.49M +$82.8K +337 +1%
LWM
557
Lyell Wealth Management
California
$8.46M +$1.02M +4,145 +14%
BRWA
558
B. Riley Wealth Advisors
Florida
$8.44M -$2.15M -8,762 -20%
DAS
559
Dynamic Advisor Solutions
Arizona
$8.32M +$3.18M +13,272 +62%
KIA
560
KCM Investment Advisors
California
$8.3M -$702K -2,858 -8%
CWP
561
Cyndeo Wealth Partners
Florida
$8.28M +$1.94M +7,888 +31%
AIMCA
562
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.28M – – –
SAM
563
Socorro Asset Management
Texas
$8.24M -$884K -3,598 -10%
MME
564
Meag Munich Ergo
Germany
$8.24M +$8.24M +33,535 New
BRCM
565
Bright Rock Capital Management
Massachusetts
$8.23M – – –
IIM
566
Ipswich Investment Management
Massachusetts
$8.2M -$32.2K -131 -0.4%
ACM
567
Adalta Capital Management
New York
$8.13M – – –
PA
568
Perennial Advisors
New York
$8.09M +$89.4K +364 +1%
CGH
569
Crossmark Global Holdings
Texas
$8.07M -$84K -342 -1%
GI
570
GLOBALT Investments
Georgia
$8.07M +$8.07M +32,838 New
GL
571
Graypoint LLC
New York
$8.05M -$601K -2,447 -7%
FPB
572
First PREMIER Bank
South Dakota
$8.04M -$69.8K -284 -0.9%
OAM
573
Oppenheimer Asset Management
New York
$8.03M +$164K +667 +2%
TBA
574
Tower Bridge Advisors
Pennsylvania
$8.02M -$430K -1,749 -5%
CI
575
CX Institutional
Indiana
$8M +$143K +583 +2%
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