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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 %
MYIA
1351
Mount Yale Investment Advisors
Colorado
$981K +$4.07K +20 +0.4%
AIP
1352
ARS Investment Partners
New York
$980K +$28.7K +141 +3%
WA
1353
Wealth Alliance
New York
$980K +$182K +895 +23%
FFP
1354
FourThought Financial Partners
Florida
$979K -$10.2K -50 -1%
PHS
1355
Pekin Hardy Strauss
Illinois
$976K -$34.6K -170 -3%
MFG
1356
Magnus Financial Group
New York
$974K +$9.37K +46 +1%
LIM
1357
Longfellow Investment Management
Massachusetts
$974K – – –
OPW
1358
Oxler Private Wealth
New York
$968K +$5.09K +25 +0.5%
FSA
1359
Fort Sheridan Advisors
Illinois
$965K +$72.3K +355 +8%
NRD
1360
Nebula Research & Development
New York
$964K +$964K +4,735 New
AP
1361
Appleton Partners
Massachusetts
$962K -$178K -875 -16%
WBC
1362
West Branch Capital
Massachusetts
$962K -$4.07K -20 -0.4%
GSEP
1363
Golden State Equity Partners
California
$957K -$61.9K -304 -6%
KACA
1364
Kayne Anderson Capital Advisors
California
$957K – – –
CF
1365
Centaurus Financial
California
$956K -$16.9K -83 -2%
KC
1366
Kenfarb & Co
Kentucky
$951K – – –
OTL
1367
Oak Thistle LLC
New York
$949K -$98.4K -483 -9%
JCM
1368
Janney Capital Management
Pennsylvania
$948K -$1.22K -6 -0.1%
MFGM
1369
Marshall Financial Group (Maryland)
Maryland
$948K -$28.5K -140 -3%
WTA
1370
Washington Trust Advisors
Massachusetts
$942K +$6.72K +33 +0.7%
TYCC
1371
Texas Yale Capital Corp
Florida
$939K +$50.9K +250 +6%
EF
1372
Exeter Financial
Arizona
$938K – – –
AWM
1373
Aries Wealth Management
Maine
$938K +$66.4K +315 +8%
CIAS
1374
Capital Investment Advisory Services
North Carolina
$936K +$49.3K +242 +6%
CBNLCF
1375
Cognios Beta Neutral Large Cap Fund
Kansas
$935K – – –
53 54
55
56 57