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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
FTDI
676
First Trust Direct Indexing
Massachusetts
$5.68M +$987K +4,070 +21%
HPC
677
HM Payson & Co
Maine
$5.66M -$167K -687 -3%
WCM
678
Wedge Capital Management
North Carolina
$5.62M -$105K -435 -2%
LNWWM
679
Laird Norton Wetherby Wealth Management
California
$5.61M +$27.9K +115 +0.5%
GRP
680
Global Retirement Partners
California
$5.58M +$89K +367 +2%
RWM
681
Ritholtz Wealth Management
New York
$5.57M -$335K -1,381 -6%
BMCM
682
Bryn Mawr Capital Management
Pennsylvania
$5.57M -$249K -1,025 -4%
SSB
683
Sandy Spring Bank
Maryland
$5.53M -$61.3K -253 -1%
LC
684
Lincoln Capital
Nebraska
$5.51M -$33K -136 -0.6%
AWP
685
Ascent Wealth Partners
New York
$5.49M -$91.2K -376 -2%
WCM
686
Windward Capital Management
California
$5.47M +$85.8K +354 +2%
ATPW
687
Ashton Thomas Private Wealth
Arizona
$5.44M +$104K +428 +2%
BBVA
688
Banco Bilbao Vizcaya Argentaria
Spain
$5.44M +$279K +1,150 +5%
SCM
689
Sirios Capital Management
Massachusetts
$5.44M -$13M -53,815 -71%
FFA
690
Fragasso Financial Advisors
Pennsylvania
$5.42M +$325K +1,342 +7%
WPP
691
Whalerock Point Partners
Rhode Island
$5.41M -$6.06K -25 -0.1%
WA
692
Waverly Advisors
Alabama
$5.36M -$261K -1,077 -5%
QCM
693
Qsemble Capital Management
New York
$5.34M -$79K -326 -1%
CCM
694
Cohen Capital Management
California
$5.32M +$24.2K +100 +0.5%
EF
695
Empirical Finance
Pennsylvania
$5.28M +$100K +414 +2%
CC
696
Constitution Capital
Connecticut
$5.27M +$19.9K +82 +0.4%
IA
697
Icon Advisers
Colorado
$5.23M
TBA
698
Tower Bridge Advisors
Pennsylvania
$5.22M +$261K +1,075 +5%
PFS
699
Prospera Financial Services
Texas
$5.22M +$252K +1,038 +5%
BG
700
Bollard Group
Massachusetts
$5.21M +$19.6K +81 +0.4%

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.