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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
JCM
901
Jag Capital Management
Missouri
$3.29M +$69.1K +285 +2%
VIA
902
Vickerman Investment Advisors
Washington
$3.28M -$13.3K -55 -0.4%
NAMP
903
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.28M
FM
904
Foster & Motley
Ohio
$3.27M -$361K -1,490 -10%
AG
905
Ascent Group
Virginia
$3.27M -$294K -1,212 -8%
MPPLM
906
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.27M +$32.5K +134 +1%
CAMV
907
Concord Asset Management (Virginia)
Virginia
$3.26M +$328K +1,353 +11%
HCM
908
Hutner Capital Management
Vermont
$3.26M -$9.94K -41 -0.3%
S
909
SignatureFD
Georgia
$3.24M +$142K +585 +5%
PL
910
Plancorp LLC
Missouri
$3.24M -$727 -3 -0%
OIA
911
OneDigital Investment Advisors
Kansas
$3.23M -$574K -2,368 -15%
FRA
912
Frank Rimerman Advisors
California
$3.22M -$724K -2,984 -19%
IMRF
913
Illinois Municipal Retirement Fund
Illinois
$3.22M
FTC
914
Farmers Trust Company
Ohio
$3.21M +$210K +866 +7%
CG
915
Caprock Group
Idaho
$3.18M +$51.4K +212 +2%
BA
916
Bristlecone Advisors
Washington
$3.18M +$10.2K +42 +0.3%
CWP
917
Concord Wealth Partners
Virginia
$3.18M +$159K +654 +5%
LA
918
Lindenwold Advisors
Pennsylvania
$3.17M +$23.5K +97 +0.8%
NRD
919
Nebula Research & Development
New York
$3.17M +$1.8M +7,438 +138%
AWG
920
Altus Wealth Group
Colorado
$3.17M +$145K +599 +5%
OCM
921
Orleans Capital Management
Louisiana
$3.15M -$90.9K -375 -3%
SMC
922
Smith, Moore & Co
Missouri
$3.15M +$3.15K +13 +0.1%
EFS
923
Essex Financial Services
Connecticut
$3.14M -$946K -3,902 -23%
HSA
924
HBK Sorce Advisory
Pennsylvania
$3.1M -$35.9K -148 -1%
ACM
925
Alta Capital Management
Utah
$3.08M +$61.6K +254 +2%

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.