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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
CNFG
876
Creegan & Nassoura Financial Group
New Hampshire
$3.52M
USAA
877
United Services Automobile Association
Texas
$3.52M -$757K -3,121 -18%
KA
878
Kintegral Advisory
New York
$3.51M -$45.1K -186 -1%
GLA
879
Great Lakes Advisors
Illinois
$3.48M -$68.9K -284 -2%
HIP
880
Harrell Investment Partners
Texas
$3.48M -$132K -543 -4%
SIC
881
Shoker Investment Counsel
Ohio
$3.47M -$59.6K -246 -2%
PS
882
Principal Securities
Iowa
$3.47M +$79.5K +328 +2%
NG
883
Northstar Group
New York
$3.46M -$56.5K -233 -2%
BP
884
Ballentine Partners
Massachusetts
$3.44M +$427K +1,760 +14%
CSPIA
885
Cary Street Partners Investment Advisory
Virginia
$3.44M +$956K +3,942 +39%
TCA
886
Transcend Capital Advisors
New Jersey
$3.42M +$2.18K +9 +0.1%
WANY
887
Wealthspire Advisors (New York)
New York
$3.42M +$583K +2,406 +21%
FIM
888
Fernwood Investment Management
Massachusetts
$3.41M -$61.6K -254 -2%
MBT
889
Montecito Bank & Trust
California
$3.39M +$456K +1,879 +16%
VA
890
Vident Advisory
Georgia
$3.38M +$143K +589 +4%
PNC
891
Park National Corp
Ohio
$3.38M -$128K -528 -4%
JWCA
892
J.W. Cole Advisors
Florida
$3.38M +$267K +1,103 +9%
VVP
893
Venture Visionary Partners
Ohio
$3.36M -$237K -979 -7%
MRCM
894
M&R Capital Management
New Jersey
$3.36M -$3.4K -14 -0.1%
FWP
895
FAS Wealth Partners
Kansas
$3.35M +$139K +575 +4%
RMCM
896
Reynders McVeigh Capital Management
Massachusetts
$3.34M -$33.9K -140 -1%
SCM
897
Sterling Capital Management
North Carolina
$3.33M +$3.28M +13,513 New
BP
898
Broadleaf Partners
Ohio
$3.33M +$2.98M +12,300 +1,025%
FPCG
899
Fort Pitt Capital Group
Pennsylvania
$3.32M +$127K +522 +4%
BFM
900
Boston Financial Management
Massachusetts
$3.32M -$1.72M -7,096 -35%

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.