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Union Pacific
UNP

Overview Fund Activity

2,557 hedge funds and large institutions have $123B invested in Union Pacific in 2023 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 936 increasing their positions, 930 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,557
Holders Change
+173
Holders Change %
+7.26%
% of All Funds
37.48%
Holding in Top 10
87
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+64.15%
% of All Funds
1.28%
New
329
Increased
936
Reduced
930
Closed
118
Calls
$3.73B
Puts
$1.65B
Net Calls
+$2.08B
Net Calls Change
+$457M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$339M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$316M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$293M
5
Citadel Advisors
Citadel Advisors
Florida
+$217M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$320M
2
SCP
Soroban Capital Partners
New York
-$298M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$240M
4
Barclays
Barclays
United Kingdom
-$216M
5
First Trust Advisors
First Trust Advisors
Illinois
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
926
Level Four Advisory Services
Texas
$2.99M -$183K -744 -6%
RBA
927
Richard Bernstein Advisors
New York
$2.99M +$2.21K +9 +0.1%
CNBTD
928
Citizens National Bank Trust Department
Mississippi
$2.98M -$6.14K -25 -0.2%
GIA
929
Gateway Investment Advisers
Ohio
$2.98M -$40K -163 -1%
NMM
930
Naples Money Management
Florida
$2.97M +$2.97M +12,112 New
WANY
931
Wealthspire Advisors (New York)
New York
$2.97M +$1.45M +5,906 +95%
AWG
932
Altus Wealth Group
Colorado
$2.97M +$256K +1,042 +9%
ECG
933
Edge Capital Group
Georgia
$2.96M +$55.3K +225 +2%
MHIC
934
Marble Harbor Investment Counsel
Massachusetts
$2.96M +$98.2K +400 +3%
OKSA
935
O'Keefe Stevens Advisory
New York
$2.96M +$83.5K +340 +3%
AIC
936
Argus Investors Counsel
New York
$2.95M -$246 -1 -0%
XF
937
XML Financial
Maryland
$2.95M +$221K +899 +8%
SWP
938
Strategic Wealth Partners
Ohio
$2.94M – – –
WT
939
Washington Trust
Rhode Island
$2.94M -$65.3K -266 -2%
RPWA
940
Regent Peak Wealth Advisors
Georgia
$2.94M +$26.8K +109 +0.9%
OIA
941
OneDigital Investment Advisors
Kansas
$2.93M -$1.59M -6,488 -35%
Acadian Asset Management
942
Acadian Asset Management
Massachusetts
$2.93M -$6.92M -28,192 -70%
FBT
943
First Bankers Trust
Kentucky
$2.91M +$98.5K +401 +4%
MWS
944
Maxwell Wealth Strategies
California
$2.9M +$2.9M +11,807 New
III
945
Independent Investors Inc
New York
$2.88M – – –
PWA
946
Phoenix Wealth Advisors
North Carolina
$2.87M +$1.7K +7 +0.1%
CNBT
947
Canandaigua National Bank & Trust
New York
$2.86M -$343K -1,395 -11%
MPPLM
948
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.86M +$155K +631 +6%
CI Investments Inc
949
CI Investments Inc
Ontario, Canada
$2.86M +$94.6K +385 +3%
GH
950
GAM Holding
Switzerland
$2.86M – – –
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