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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
NERM
1151
New England Research & Management
Illinois
$1.85M -$120K -494 -6%
BWG
1152
Berry Wealth Group
Texas
$1.85M -$23.5K -97 -1%
AAM
1153
AR Asset Management
California
$1.85M
GCM
1154
Graham Capital Management
Connecticut
$1.84M -$4.7M -19,366 -72%
BTI
1155
Blue Trust Inc
Georgia
$1.84M +$664K +2,740 +51%
EGM
1156
Engineers Gate Manager
New York
$1.84M -$18.6M -76,690 -91%
CF
1157
Convergence Financial
Missouri
$1.83M +$687K +2,833 +61%
JWBC
1158
John W. Bristol & Co
New York
$1.83M
PA
1159
Profund Advisors
Maryland
$1.83M -$584K -2,409 -24%
RSWM
1160
Robertson Stephens Wealth Management
California
$1.83M +$453K +1,868 +34%
BHWM
1161
Bar Harbor Wealth Management
New Hampshire
$1.83M -$2.42K -10 -0.1%
GPI
1162
General Partner Inc
Pennsylvania
$1.83M -$182K -750 -9%
PCG
1163
PFC Capital Group
California
$1.82M -$84.9K -350 -5%
BCMO
1164
Buckingham Capital Management (Ohio)
Ohio
$1.82M -$212K -873 -11%
GLR
1165
Great Lakes Retirement
Ohio
$1.82M +$45.6K +188 +3%
SIA
1166
Schear Investment Advisers
Ohio
$1.82M +$142K +587 +9%
PM
1167
Phraction Management
Connecticut
$1.81M
PTC
1168
Philadelphia Trust Company
Pennsylvania
$1.81M -$6.06K -25 -0.3%
ST
1169
Spinnaker Trust
Maine
$1.79M +$90K +371 +5%
SAM
1170
Smartleaf Asset Management
Massachusetts
$1.79M +$443K +1,827 +33%
1SB
1171
1ST Source Bank
Indiana
$1.79M -$185K -765 -10%
MTC
1172
Matrix Trust Company
Colorado
$1.79M -$74K -305 -4%
ANTB
1173
AMG National Trust Bank
Colorado
$1.78M -$390K -1,608 -18%
PA
1174
Parallel Advisors
California
$1.77M +$103K +425 +6%
ESB
1175
Essex Savings Bank
Connecticut
$1.76M +$60.4K +249 +4%

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.