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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 %
CI Investments Inc
951
CI Investments Inc
Ontario, Canada
$2.29M +$64.6K +317 +3%
BFPW
952
BOK Financial Private Wealth
Colorado
$2.29M -$312K -1,532 -12%
LWANC
953
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.29M -$60.3K -296 -3%
CCT
954
Chemung Canal Trust
New York
$2.28M -$27.5K -135 -1%
IWM
955
IHT Wealth Management
Illinois
$2.28M -$13.4K -66 -0.6%
XF
956
XML Financial
Maryland
$2.26M +$36.2K +178 +2%
SCP
957
Shorepoint Capital Partners
Massachusetts
$2.26M -$241K -1,182 -10%
MCM
958
McKinley Capital Management
Alaska
$2.26M -$3.67K -18 -0.2%
BC
959
Barnett & Company
Tennessee
$2.26M -$61.1K -300 -3%
RPC
960
Rossmore Private Capital
Connecticut
$2.25M -$15.3K -75 -0.7%
CRI
961
Commonwealth Retirement Investments
Virginia
$2.25M +$68.4K +336 +3%
AWG
962
Altus Wealth Group
Colorado
$2.25M -$7.53K -37 -0.3%
MPPLM
963
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.24M +$125K +616 +6%
OC
964
Oakworth Capital
Alabama
$2.22M -$184K -902 -8%
WSCM
965
Wellington Shields Capital Management
New York
$2.21M +$52.3K +257 +2%
FWP
966
FAS Wealth Partners
Kansas
$2.21M +$80.4K +395 +4%
VA
967
Valmark Advisers
Ohio
$2.21M +$70.5K +346 +3%
MHC
968
Meyer Handelman Company
New York
$2.21M – – –
DJSG
969
D.J. St. Germain
Massachusetts
$2.21M -$13.2K -65 -0.6%
SF
970
Summit Financial
New Jersey
$2.21M +$32.4K +159 +1%
ST
971
Sentinel Trust
Texas
$2.2M +$29.7K +146 +1%
CIA
972
Capital Investment Advisors
Georgia
$2.2M -$23.4K -115 -1%
ACS
973
Archford Capital Strategies
Illinois
$2.2M +$156K +765 +8%
GRP
974
Global Retirement Partners
California
$2.19M -$41.1K -203 -2%
EH
975
Equitable Holdings
New York
$2.19M +$272K +1,335 +14%
37 38
39
40 41