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Union Pacific
UNP

Overview Fund Activity

2,557 hedge funds and large institutions have $123B invested in Union Pacific in 2023 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 936 increasing their positions, 930 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,557
Holders Change
+173
Holders Change %
+7.26%
% of All Funds
37.48%
Holding in Top 10
87
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+64.15%
% of All Funds
1.28%
New
329
Increased
936
Reduced
930
Closed
118
Calls
$3.73B
Puts
$1.65B
Net Calls
+$2.08B
Net Calls Change
+$457M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$339M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$316M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$293M
5
Citadel Advisors
Citadel Advisors
Florida
+$217M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$320M
2
SCP
Soroban Capital Partners
New York
-$298M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$240M
4
Barclays
Barclays
United Kingdom
-$216M
5
First Trust Advisors
First Trust Advisors
Illinois
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1251
Cox Capital Management
Massachusetts
$1.48M -$54.3K -221 -4%
1WA
1252
180 Wealth Advisors
Washington
$1.48M +$42.4K +174 +3%
SDH
1253
Sloy Dahl & Holst
Washington
$1.47M – – –
ACG
1254
Allen Capital Group
Nebraska
$1.47M +$1.72K +7 +0.1%
AOWM
1255
Alpha Omega Wealth Management
Virginia
$1.46M – – –
KWA
1256
Kingswood Wealth Advisors
California
$1.46M +$1.1M +4,482 +308%
SFO
1257
Stokes Family Office
Louisiana
$1.46M -$1.37M -5,591 -49%
AEPWM
1258
Atlantic Edge Private Wealth Management
Florida
$1.46M +$1.46M +5,928 New
CIM
1259
CIM Investment Management
Pennsylvania
$1.45M – – –
MPI
1260
Mairs & Power Inc
Minnesota
$1.45M -$247K -1,004 -15%
PPA
1261
Painted Porch Advisors
California
$1.44M +$1.44M +5,880 New
ERIM
1262
Eagle Ridge Investment Management
Connecticut
$1.44M -$11.5K -47 -0.8%
JWBC
1263
J.W. Burns & Co
New York
$1.44M -$7.86K -32 -0.5%
TWA
1264
TCI Wealth Advisors
Arizona
$1.44M -$28.2K -115 -2%
AAS
1265
Ameritas Advisory Services
Nebraska
$1.44M +$139K +565 +11%
JWM
1266
JPL Wealth Management
Colorado
$1.44M +$1.44M +5,847 New
MMG
1267
Monetary Management Group
Missouri
$1.43M +$12.3K +50 +0.9%
PFA
1268
Pathway Financial Advisers
Indiana
$1.43M +$2.7K +11 +0.2%
GWM
1269
Geneos Wealth Management
Colorado
$1.43M -$187K -761 -12%
PHIC
1270
Pine Haven Investment Counsel
Massachusetts
$1.43M +$27K +110 +2%
FNWM
1271
Financial Network Wealth Management
Utah
$1.42M – – –
SP
1272
Symmetry Partners
Connecticut
$1.42M -$456K -1,852 -24%
MMM
1273
Mendel Money Management
Illinois
$1.42M +$30K +122 +2%
FGAM
1274
Financial Gravity Asset Management
Texas
$1.42M +$2.17K +4 +0.2%
PFS
1275
Physicians Financial Services
North Carolina
$1.42M – – –
49 50
51
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