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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 %
HT
826
Heritage Trust
Oklahoma
$3.21M -$17.9K -88 -0.6%
WS
827
Wedbush Securities
California
$3.19M +$96.1K +472 +3%
WP
828
WealthPLAN Partners
Nebraska
$3.18M +$106K +523 +3%
CC
829
Cadinha & Co
Hawaii
$3.18M – – –
BEAM
830
Baker Ellis Asset Management
Washington
$3.17M -$138K -680 -4%
MAM
831
Marketfield Asset Management
New York
$3.15M – – –
YIH
832
Y-Intercept (HK)
Hong Kong
$3.15M -$2.94M -14,432 -48%
BIM
833
Baldwin Investment Management
Pennsylvania
$3.14M -$105K -516 -3%
DSC
834
Duncker Streett & Co
Missouri
$3.13M +$204 +1 +0%
RMCM
835
Reynders McVeigh Capital Management
Massachusetts
$3.12M -$21.8K -107 -0.7%
AIM
836
AMI Investment Management
Indiana
$3.11M -$68K -334 -2%
DWM
837
Dakota Wealth Management
Florida
$3.11M +$48.5K +238 +2%
JIR
838
James Investment Research
Ohio
$3.11M -$7.13K -35 -0.2%
HSA
839
HBK Sorce Advisory
Pennsylvania
$3.09M -$170K -834 -5%
SLG
840
Stanley-Laman Group
Pennsylvania
$3.09M -$122K -599 -4%
EIP
841
Ellis Investment Partners
Pennsylvania
$3.08M +$407 +2 +0%
EDRH
842
Edmond de Rothschild Holding
Switzerland
$3.08M -$8.25M -40,520 -73%
ZB
843
Zions Bancorporation
Utah
$3.08M +$2.11M +10,384 +220%
TCOT
844
Trust Company of Toledo
Ohio
$3.08M +$136K +667 +5%
CW
845
CreativeOne Wealth
Kansas
$3.07M -$292K -1,432 -9%
FAIM
846
Financial Advocates Investment Management
Washington
$3.07M +$266K +1,307 +10%
AAIM
847
American Assets Investment Management
California
$3.05M – – –
BOC
848
Barbara Oil Co
Illinois
$3.05M – – –
SFI
849
Siemens Fonds Invest
Germany
$3.03M -$24K -118 -0.8%
FM
850
Family Management
New York
$3.02M -$62.1K -305 -2%
32 33
34
35 36