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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 %
AAS
1301
Ameritas Advisory Services
Nebraska
$1.08M +$476K +2,320 +79%
TNBTD
1302
Trustmark National Bank Trust Department
Mississippi
$1.08M -$139K -684 -11%
SAM
1303
Synergy Asset Management
Washington
$1.07M +$1.07M +5,277 New
RWP
1304
Ridgecrest Wealth Partners
California
$1.07M – – –
KFS
1305
Kurt F. Somerville
$1.07M – – –
BHIC
1306
Bassett Hargrove Investment Counsel
Delaware
$1.07M -$484K -2,376 -31%
RC
1307
Resolution Capital
Australia
$1.07M +$238K +1,167 +29%
TTWM
1308
TCV Trust & Wealth Management
Virginia
$1.07M +$263K +1,290 +33%
LNB
1309
Ledyard National Bank
$1.07M – – –
AB
1310
Atlas Brown
Kentucky
$1.07M – – –
DWM
1311
Dechtman Wealth Management
Colorado
$1.06M +$4.28K +21 +0.4%
TH
1312
TCTC Holdings
Texas
$1.06M -$2.85K -14 -0.3%
IFWM
1313
Institute for Wealth Management
Colorado
$1.06M -$7.53K -37 -0.7%
CMP
1314
Courage Miller Partners
Virginia
$1.06M -$261K -1,280 -20%
SAM
1315
Sandbar Asset Management
United Kingdom
$1.06M +$307K +1,506 +41%
HCM
1316
Hutchinson Capital Management
California
$1.05M -$100K -491 -9%
PAM
1317
Palisade Asset Management
Minnesota
$1.05M +$10.2K +50 +1%
PA
1318
Parallel Advisors
California
$1.05M -$130K -640 -11%
BFA
1319
Beaumont Financial Advisors
Massachusetts
$1.05M -$407 -2 -0%
EM
1320
Excalibur Management
Massachusetts
$1.05M – – –
NL
1321
Navalign LLC
California
$1.05M -$4.07K -20 -0.4%
LC
1322
Lavaca Capital
Texas
$1.05M – – –
GWAG
1323
Garrett Wealth Advisory Group
Texas
$1.04M -$35.4K -174 -3%
CFFP
1324
Center for Financial Planning
Michigan
$1.04M +$12.6K +62 +1%
RBC
1325
Romano Brothers & Co
Illinois
$1.04M -$12K -59 -1%
51 52
53
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