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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
BWP
1301
BSW Wealth Partners
Colorado
$1.37M +$336K +1,387 +33%
NP
1302
Nilsine Partners
Colorado
$1.37M -$83.9K -346 -6%
BCFD
1303
Boit C.F. David
$1.37M
SIA
1304
Schechter Investment Advisors
Michigan
$1.37M +$135K +558 +11%
PCM
1305
Prana Capital Management
Connecticut
$1.36M -$9.39M -38,709 -87%
TVM
1306
True Vision MN
Minnesota
$1.36M
TNBTD
1307
Trustmark National Bank Trust Department
Mississippi
$1.36M -$65.7K -271 -5%
RWP
1308
Ridgecrest Wealth Partners
California
$1.36M +$60.6K +250 +5%
HPIA
1309
Hamilton Point Investment Advisors
North Carolina
$1.36M -$970 -4 -0.1%
LS
1310
Livforsakringsbolaget Skandia
Sweden
$1.35M +$1.03M +4,255 +346%
WPW
1311
Waldron Private Wealth
Pennsylvania
$1.35M +$67.9K +280 +5%
EWM
1312
Elmwood Wealth Management
California
$1.35M +$15K +62 +1%
Walleye Capital
1313
Walleye Capital
New York
$1.35M -$3.21M -13,241 -71%
VWM
1314
Venturi Wealth Management
Texas
$1.35M -$278K -1,148 -17%
CCM
1315
Cox Capital Management
Massachusetts
$1.35M -$19.9K -82 -1%
SC
1316
Syon Capital
California
$1.34M +$205K +845 +18%
WWM
1317
Westwood Wealth Management
California
$1.34M -$24.2K -100 -2%
HWA
1318
Heartwood Wealth Advisors
Virginia
$1.34M -$17.9K -74 -1%
TC
1319
TwinBeech Capital
New York
$1.34M -$64.7M -266,730 -98%
MFG
1320
Magnus Financial Group
New York
$1.33M +$5.82K +24 +0.4%
RCM
1321
RNC Capital Management
California
$1.32M
CHJWM
1322
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.32M -$17K -70 -1%
GIP
1323
Granite Investment Partners
California
$1.32M -$2.42K -10 -0.2%
AFM
1324
Armstrong Fleming & Moore
District of Columbia
$1.32M -$28.9K -119 -2%
MWM
1325
Mattern Wealth Management
Kansas
$1.31M

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.