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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
MSRPS
551
Maryland State Retirement & Pension System
Maryland
$8.67M -$3M -12,369 -26%
AWS
552
Atria Wealth Solutions
New York
$8.64M +$230K +948 +3%
SMI
553
Shelter Mutual Insurance
Missouri
$8.62M
KOCAA
554
Knights of Columbus Asset Advisors
Connecticut
$8.55M +$4.61M +19,008 +121%
AG
555
Advocate Group
Minnesota
$8.54M +$236K +974 +3%
EGA
556
Eagle Global Advisors
Texas
$8.53M -$116K -477 -1%
LWM
557
Lyell Wealth Management
California
$8.5M -$260K -1,071 -3%
LSERS
558
Louisiana State Employees Retirement System
Louisiana
$8.45M -$48.5K -200 -0.6%
ECU
559
Eisler Capital (US)
New York
$8.38M +$6.86M +28,273 +493%
WJWM
560
Williams Jones Wealth Management
New York
$8.36M -$42.2K -174 -0.5%
CIA
561
Choate Investment Advisors
Massachusetts
$8.33M -$1.52M -6,262 -16%
ACM
562
Adalta Capital Management
New York
$8.32M -$40K -165 -0.5%
MAM
563
Martingale Asset Management
Massachusetts
$8.32M -$4.19M -17,270 -34%
SAM
564
Securian Asset Management
Minnesota
$8.3M -$337K -1,389 -4%
MGWM
565
Marks Group Wealth Management
Minnesota
$8.27M +$141K +580 +2%
PJSIMP
566
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.18M -$371K -1,528 -4%
IAA
567
Independent Advisor Alliance
North Carolina
$8.15M +$221K +911 +3%
ROC
568
Running Oak Capital
Minnesota
$8.14M +$114K +471 +1%
BHCM
569
Brevan Howard Capital Management
Jersey
$8.08M +$5.43M +22,400 +216%
SAM
570
Socorro Asset Management
Texas
$8.03M -$701K -2,893 -8%
Kovitz Investment Group Partners
571
Kovitz Investment Group Partners
Illinois
$8.03M +$3.09M +12,736 +43%
TAM
572
Taurus Asset Management
New York
$7.94M +$194K +800 +3%
DAS
573
Dynamic Advisor Solutions
Arizona
$7.9M +$44.6K +184 +0.6%
FNFDCM
574
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.9M -$172K -710 -2%
FPB
575
First PREMIER Bank
South Dakota
$7.86M -$117K -482 -1%

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.