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Union Pacific
UNP

2,574 hedge funds and large institutions have $123B invested in Union Pacific in 2023 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 938 increasing their positions, 935 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 333 | Existing positions closed: 119

125% more call options, than puts

Call options by funds: $3.73B | Put options by funds: $1.65B

63% more funds holding in top 10

Funds holding in top 10: 54 → 88 (+34)

23% more capital invested

Capital invested by funds: $99.5B → $123B (+$23.4B)

7% more funds holding

Funds holding: 2,398 → 2,574 (+176)

2.4% more ownership

Funds ownership: 79.85% → 82.24% (+2.4%)

0% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 935

Holders
2,574
Holders Change
+176
Holders Change %
+7.34%
% of All Funds
37.52%
Holding in Top 10
88
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+62.96%
% of All Funds
1.28%
New
333
Increased
938
Reduced
935
Closed
119
Calls
$3.73B
Puts
$1.65B
Net Calls
+$2.08B
Net Calls Change
+$457M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.42B
2
JP Morgan Chase
JP Morgan Chase
New York
+$304M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$283M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$262M
5
Citadel Advisors
Citadel Advisors
Florida
+$194M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
2
SCP
Soroban Capital Partners
New York
-$267M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$215M
4
Barclays
Barclays
United Kingdom
-$193M
5
First Trust Advisors
First Trust Advisors
Illinois
-$191M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$410M +$28.1M +127,876 +8%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$403M -$16.2M -73,660 -4%
Primecap Management
53
Primecap Management
California
$399M -$770K -3,500 -0.2%
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$359M -$154M -702,064 -32%
Lazard Asset Management
55
Lazard Asset Management
New York
$358M -$16.8M -76,500 -5%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$358M -$8.26M -37,555 -3%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$352M -$42M -190,897 -12%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$342M -$8.72M -39,656 -3%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$339M +$22.1M +100,642 +8%
AllianceBernstein
60
AllianceBernstein
Tennessee
$339M +$20M +90,777 +7%
CS
61
Credit Suisse
Switzerland
$329M -$17M -77,172 -5%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$312M -$1.63M -7,419 -0.6%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$294M +$4.28M +19,487 +2%
Millennium Management
64
Millennium Management
New York
$294M +$13.2M +59,977 +5%
Winslow Capital Management
65
Winslow Capital Management
Minnesota
$293M +$262M +1,193,560 New
CM
66
Cercano Management
Washington
$293M -$5.01M -22,790 -2%
Point72 Asset Management
67
Point72 Asset Management
Connecticut
$291M +$77.1M +350,799 +42%
Luther King Capital Management (LKCM)
68
Luther King Capital Management (LKCM)
Texas
$288M -$10.1M -45,905 -4%
MG
69
Meritage Group
California
$278M +$1.19M +5,392 +0.5%
Holocene Advisors
70
Holocene Advisors
New York
$274M +$50.5M +229,662 +26%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$271M +$7.29M +33,161 +3%
CIA
72
ClearBridge Investments (Australia)
Australia
$268M +$56.2M +255,687 +31%
American Century Companies
73
American Century Companies
Missouri
$263M +$61.6M +280,189 +35%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$263M +$126M +573,072 +115%
SGM
75
Skye Global Management
Florida
$251M +$50.1M +228,000 +29%
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UNP Hedge Fund Activity: Q4 2023 in Review

2,574 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2023, worth a combined $123B — up 23% from $99.5B a quarter earlier.

Buyers outnumbered sellers: 333 funds opened new UNP positions and 119 closed out — a net gain of 214 holders — while 938 added to existing stakes and 935 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.42B. The largest seller was T. Rowe Price Associates, cutting an estimated $286M.

  • 2,574 institutional investors held Union Pacific (UNP) as of Q4 2023, up from 2,398 in Q3 2023.
  • Funds reported $123B of Union Pacific stock for Q4 2023, up 23% quarter-over-quarter.
  • 333 funds opened new Union Pacific positions in Q4 2023 and 119 closed out, a net change of +214 holders.
  • The largest Union Pacific buyer in Q4 2023 was Morgan Stanley, an estimated $2.42B added.
  • The largest Union Pacific seller in Q4 2023 was T. Rowe Price Associates, an estimated $286M sold.

Based on aggregated 13F filings for Q4 2023.