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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
PAM
1226
Panagora Asset Management
Massachusetts
$1.61M -$727 -3 -0%
AEPWM
1227
Atlantic Edge Private Wealth Management
Florida
$1.61M +$69.1K +285 +5%
AWM
1228
Angeles Wealth Management
California
$1.6M +$61.6K +254 +4%
PS
1229
Pensionfund Sabic
Netherlands
$1.6M -$242K -1,000 -13%
CAM
1230
Councilmark Asset Management
Tennessee
$1.6M
NA
1231
Navellier & Associates
Nevada
$1.6M -$514K -2,120 -25%
MWM
1232
Massachusetts Wealth Management
Massachusetts
$1.59M +$7.27K +30 +0.5%
KWMG
1233
King Wealth Management Group
Florida
$1.59M -$46.8K -193 -3%
PDL
1234
Portfolio Design Labs
California
$1.58M -$508K -2,097 -25%
SWP
1235
Strategic Wealth Partners
Ohio
$1.58M -$627K -2,587 -29%
IFU
1236
iSAM Funds (UK)
United Kingdom
$1.58M +$1.56M +6,417 New
CFD
1237
Creative Financial Designs
Indiana
$1.57M -$21.1K -87 -1%
FBC
1238
Fairfield, Bush & Co
Connecticut
$1.57M +$86.1K +355 +6%
PWP
1239
Principle Wealth Partners
Connecticut
$1.56M +$25.9K +107 +2%
HR
1240
Hardy Reed
Mississippi
$1.56M +$28.4K +117 +2%
SW
1241
Simplicity Wealth
New Jersey
$1.56M -$3.88M -15,996 -72%
IWA
1242
Icon Wealth Advisors
Texas
$1.56M -$222K -917 -13%
WP
1243
WealthShield Partners
North Carolina
$1.56M +$191K +786 +14%
SC
1244
Searle & Co
Connecticut
$1.55M -$1.94M -8,000 -56%
WCA
1245
Waratah Capital Advisors
Ontario, Canada
$1.55M -$8.63M -35,583 -85%
OTL
1246
Oak Thistle LLC
New York
$1.55M +$1.52M +6,285 New
CI
1247
Cigna Investments
Connecticut
$1.54M -$31.8K -131 -2%
FNA
1248
First National Advisers
Nebraska
$1.54M +$7.03K +29 +0.5%
SL
1249
Summitry LLC
California
$1.54M +$42.7K +176 +3%
BWG
1250
Boomfish Wealth Group
Georgia
$1.53M +$32.7K +135 +2%

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.