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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 %
TFS
1251
Thoroughbred Financial Services
Tennessee
$1.21M +$110K +540 +10%
AOWM
1252
Alpha Omega Wealth Management
Virginia
$1.21M – – –
TFA
1253
Teamwork Financial Advisors
Texas
$1.21M +$1.21M +5,921 New
ERIM
1254
Eagle Ridge Investment Management
Connecticut
$1.21M -$30.1K -148 -2%
CIM
1255
CIM Investment Management
Pennsylvania
$1.2M -$27.7K -136 -2%
JWBC
1256
J.W. Burns & Co
New York
$1.2M -$7.33K -36 -0.6%
1WA
1257
180 Wealth Advisors
Washington
$1.2M -$45.2K -222 -4%
AWM
1258
Angeles Wealth Management
California
$1.2M -$11.2K -55 -0.9%
MWM
1259
Mattern Wealth Management
Kansas
$1.19M -$872K -4,284 -42%
WWM
1260
Westwood Wealth Management
California
$1.19M – – –
PFA
1261
Pathway Financial Advisers
Indiana
$1.18M +$1.18M +5,814 New
EWM
1262
Elmwood Wealth Management
California
$1.18M -$23K -113 -2%
MMG
1263
Monetary Management Group
Missouri
$1.18M -$916K -4,500 -44%
FNWM
1264
Financial Network Wealth Management
Utah
$1.18M – – –
PFS
1265
Physicians Financial Services
North Carolina
$1.17M -$20.4K -100 -2%
AFS
1266
Aft Forsyth & Sober
Florida
$1.17M – – –
RWB
1267
RMR Wealth Builders
New Jersey
$1.17M +$419K +2,056 +56%
Credit Agricole
1268
Credit Agricole
France
$1.17M +$821K +4,032 +237%
AWM
1269
Aberdeen Wealth Management
Illinois
$1.17M – – –
PHIC
1270
Pine Haven Investment Counsel
Massachusetts
$1.16M -$18.7K -92 -2%
DMBA
1271
Deseret Mutual Benefit Administrators
Utah
$1.16M -$207K -1,015 -15%
ZIC
1272
ZWJ Investment Counsel
Georgia
$1.15M +$204K +1,001 +21%
MMM
1273
Mendel Money Management
Illinois
$1.15M +$44.8K +220 +4%
BTI
1274
Blue Trust Inc
Georgia
$1.15M +$272K +1,328 +31%
AFM
1275
Armstrong Fleming & Moore
District of Columbia
$1.15M +$204 +1 +0%
49 50
51
52 53