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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 %
CAM
1301
Cozad Asset Management
Illinois
$1.34M -$233K -950 -15%
AWA
1302
Arete Wealth Advisors
Illinois
$1.33M +$132K +538 +11%
PI
1303
Pettee Investors
Connecticut
$1.33M – – –
GAM
1304
Grandview Asset Management
Pennsylvania
$1.33M +$17.4K +71 +1%
GIP
1305
Granite Investment Partners
California
$1.32M – – –
CFGS
1306
Concourse Financial Group Securities
Alabama
$1.31M -$53K -383 -4%
RCM
1307
RNC Capital Management
California
$1.31M -$29.5K -120 -2%
NPA
1308
Nichols & Pratt Advisers
Massachusetts
$1.31M -$24.6K -100 -2%
NL
1309
Navalign LLC
California
$1.31M +$51.1K +208 +4%
JIC
1310
Joel Isaacson & Co
New York
$1.31M +$90.6K +369 +7%
BI
1311
Ballast Inc
Kentucky
$1.31M +$635K +2,584 +94%
CastleKeep Investment Advisors
1312
CastleKeep Investment Advisors
Connecticut
$1.3M +$1.3M +5,311 New
TTWM
1313
TCV Trust & Wealth Management
Virginia
$1.3M +$16K +65 +1%
TFS
1314
Thoroughbred Financial Services
Tennessee
$1.3M -$157K -641 -11%
TNBTD
1315
Trustmark National Bank Trust Department
Mississippi
$1.3M – – –
RWP
1316
Ridgecrest Wealth Partners
California
$1.29M – – –
DWM
1317
Dechtman Wealth Management
Colorado
$1.29M +$9.33K +38 +0.7%
KFS
1318
Kurt F. Somerville
$1.29M – – –
WPW
1319
Waldron Private Wealth
Pennsylvania
$1.29M -$44.2K -180 -3%
MA
1320
MONECO Advisors
Connecticut
$1.29M +$467K +1,901 +57%
ECM
1321
Exchange Capital Management
Michigan
$1.29M -$32.7K -133 -2%
OIS
1322
Okabena Investment Services
Minnesota
$1.29M +$1.29M +5,237 New
SFP
1323
Sweet Financial Partners
Minnesota
$1.28M -$27K -110 -2%
SIM
1324
Sentry Investment Management
Wisconsin
$1.28M +$409K +1,666 +47%
PAM
1325
Palisade Asset Management
Minnesota
$1.28M +$5.4K +22 +0.4%
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