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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 %
RPWA
926
Regent Peak Wealth Advisors
Georgia
$2.41M +$12.6K +62 +0.5%
ECG
927
Edge Capital Group
Georgia
$2.41M -$1.43M -7,010 -37%
DI
928
DFPG Investments
Utah
$2.4M -$265K -1,261 -10%
PWA
929
Phoenix Wealth Advisors
North Carolina
$2.4M +$140K +687 +6%
III
930
Independent Investors Inc
New York
$2.39M – – –
GW
931
GW & Wade
Massachusetts
$2.39M +$381K +1,872 +19%
MWM
932
Modera Wealth Management
New Jersey
$2.38M -$48.5K -238 -2%
OKSA
933
O'Keefe Stevens Advisory
New York
$2.38M +$224K +1,102 +10%
FMWA
934
Forvis Mazars Wealth Advisors
Missouri
$2.37M -$1.28M -6,268 -35%
MHIC
935
Marble Harbor Investment Counsel
Massachusetts
$2.37M +$81.5K +400 +4%
GH
936
GAM Holding
Switzerland
$2.37M +$815 +4 +0%
BP
937
Ballentine Partners
Massachusetts
$2.37M +$177K +867 +8%
PVI
938
Pine Valley Investments
New Jersey
$2.36M +$129K +632 +6%
FPCG
939
Fort Pitt Capital Group
Pennsylvania
$2.35M +$83.5K +410 +4%
SFO
940
Stokes Family Office
Louisiana
$2.35M +$6.31K +31 +0.3%
RWA
941
Ropes Wealth Advisors
Massachusetts
$2.35M -$256K -1,259 -10%
VF
942
Virtu Financial
New York
$2.35M +$2.35M +11,517 New
SCA
943
Sage Capital Advisors
South Dakota
$2.34M +$204 +1 +0%
WW
944
Waterfront Wealth
Kansas
$2.34M -$5.22K -25 -0.2%
FBT
945
First Bankers Trust
Kentucky
$2.33M -$41.9K -206 -2%
PT
946
Plimoth Trust
Massachusetts
$2.32M +$24.8K +122 +1%
PPW
947
Parcion Private Wealth
Washington
$2.31M +$45.2K +222 +2%
EB
948
Eastern Bank
Massachusetts
$2.31M +$32K +157 +1%
P
949
Pitcairn
Pennsylvania
$2.3M +$452K +2,221 +24%
SNBOSD
950
Security National Bank of So Dak
Iowa
$2.3M +$2.04K +10 +0.1%
36 37
38
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