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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 %
EWA
1201
Encompass Wealth Advisors
Oregon
$1.35M -$216K -1,060 -14%
SC
1202
Searle & Co
Connecticut
$1.35M – – –
GWM
1203
Geneos Wealth Management
Colorado
$1.34M -$34.2K -168 -2%
LCS
1204
Levin Capital Strategies
New York
$1.34M -$407K -2,000 -23%
Group One Trading
1205
Group One Trading
Illinois
$1.33M -$430K -2,112 -24%
CI
1206
Cigna Investments
Connecticut
$1.33M -$177K -870 -12%
STA
1207
Summit Trail Advisors
New York
$1.33M +$206K +1,012 +18%
First Eagle Investment Management
1208
First Eagle Investment Management
New York
$1.32M -$145M -712,543 -99%
MAM
1209
Mastrapasqua Asset Management
Tennessee
$1.32M -$25.5K -125 -2%
PC
1210
Pecaut & Co
Iowa
$1.32M – – –
FDS
1211
First Dallas Securities
Texas
$1.32M +$1.32M +6,468 New
ESB
1212
Essex Savings Bank
Connecticut
$1.31M -$1.22K -6 -0.1%
CAMV
1213
Concord Asset Management (Virginia)
Virginia
$1.31M +$787K +3,867 +150%
LHC
1214
Little House Capital
Massachusetts
$1.31M +$99.8K +490 +8%
NA
1215
Navellier & Associates
Nevada
$1.3M +$688K +3,380 +112%
CAM
1216
Cozad Asset Management
Illinois
$1.3M -$212K -1,040 -14%
SCM
1217
Spreng Capital Management
Ohio
$1.3M +$18.3K +90 +1%
MIM
1218
MTM Investment Management
South Carolina
$1.3M -$16.7K -82 -1%
CWP
1219
Capital Wealth Planning
Florida
$1.3M -$1.23M -6,022 -49%
SIM
1220
Stratos Investment Management
Ohio
$1.29M +$44.2K +217 +4%
EWM
1221
Empirical Wealth Management
Washington
$1.29M +$318K +1,561 +33%
M1FG
1222
Mach-1 Financial Group
Arkansas
$1.29M +$3.87K +19 +0.3%
PP
1223
Patten & Patten
Tennessee
$1.28M – – –
CHJWM
1224
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.28M +$30.8K +150 +2%
Impax Asset Management Group
1225
Impax Asset Management Group
United Kingdom
$1.28M -$68.2K -335 -5%
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