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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 %
LFA
1226
Legacy Financial Advisors
Kentucky
$1.27M +$106K +520 +9%
AW
1227
Alaethes Wealth
Nevada
$1.27M +$63.5K +312 +5%
CCM
1228
Cox Capital Management
Massachusetts
$1.27M +$69.4K +341 +6%
AFG
1229
Atomi Financial Group
New York
$1.27M +$169K +830 +15%
WANY
1230
Wealthspire Advisors (New York)
New York
$1.26M +$35.8K +176 +3%
SCM
1231
Stevens Capital Management
Pennsylvania
$1.26M +$1.26M +6,179 New
BSA
1232
Bull Street Advisors
Georgia
$1.26M – – –
CSC
1233
Caldwell Sutter Capital
California
$1.25M -$10.2K -50 -0.8%
MWM
1234
Massachusetts Wealth Management
Massachusetts
$1.25M -$15.3K -75 -1%
BFW
1235
Brady Family Wealth
Missouri
$1.25M +$1.63K +8 +0.1%
Koshinski Asset Management
1236
Koshinski Asset Management
Illinois
$1.24M -$21.8K -107 -2%
CP
1237
CenterBook Partners
Connecticut
$1.24M -$48.5K -238 -4%
SL
1238
Summitry LLC
California
$1.24M +$6.31K +31 +0.5%
BCM
1239
BlueCrest Capital Management
Jersey
$1.24M +$1.24M +6,074 New
OFS
1240
Oldfather Financial Services
Nebraska
$1.23M -$406K -1,996 -25%
SPC
1241
Sigma Planning Corp
Michigan
$1.23M -$61.3K -301 -5%
TC
1242
Truvestments Capital
Florida
$1.23M +$120K +587 +11%
LSA
1243
Lion Street Advisors
Texas
$1.23M +$174K +854 +17%
GC
1244
Grimes & Company
Massachusetts
$1.22M +$241K +1,183 +24%
IP
1245
Intellectus Partners
California
$1.22M +$220K +1,080 +22%
SDH
1246
Sloy Dahl & Holst
Washington
$1.22M – – –
CCA
1247
Checchi Capital Advisers
California
$1.22M -$195K -957 -14%
TWA
1248
TCI Wealth Advisors
Arizona
$1.22M +$23.4K +115 +2%
OIA
1249
Optimum Investment Advisors
Illinois
$1.22M +$204 +1 +0%
ACG
1250
Allen Capital Group
Nebraska
$1.21M -$80.5K -397 -6%
48 49
50
51 52