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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 %
MC
1376
Martin & Co
Tennessee
$928K -$1.83K -9 -0.2%
SIG
1377
Sky Investment Group
Connecticut
$925K -$46.8K -230 -5%
GD
1378
Grandfield & Dodd
New York
$923K -$84.1K -413 -8%
VWA
1379
Visionary Wealth Advisors
Illinois
$923K -$3.05K -15 -0.3%
VDI
1380
Vaughan David Investments
Illinois
$923K -$49.1K -241 -5%
CAC
1381
Core Alternative Capital
Georgia
$922K +$143K +702 +18%
KCM
1382
Kathmere Capital Management
Pennsylvania
$919K +$236K +1,159 +35%
SGC
1383
Slocum, Gordon & Co
Rhode Island
$918K – – –
BIG
1384
Builder Investment Group
Georgia
$913K – – –
ACP
1385
Aviance Capital Partners
Florida
$913K +$4.07K +20 +0.4%
SS
1386
Sunbelt Securities
Texas
$910K -$19.5K -96 -2%
BCM
1387
Barden Capital Management
Texas
$900K +$164K +803 +22%
NWM
1388
Northwest Wealth Management
Iowa
$898K +$611 +3 +0.1%
FPAS
1389
Focus Partners Advisor Solutions
Missouri
$897K -$468K -2,299 -34%
SVWAG
1390
Sound View Wealth Advisors Group
Georgia
$895K +$40.7K +200 +5%
AWE
1391
Avidian Wealth Enterprises
Texas
$892K +$12.4K +61 +1%
BAM
1392
Berkshire Asset Management
Pennsylvania
$891K -$91K -447 -9%
CAM
1393
Congress Asset Management
Massachusetts
$890K +$814 +4 +0.1%
CP
1394
Covenant Partners
Tennessee
$881K – – –
SSWM
1395
Sheets Smith Wealth Management
North Carolina
$880K – – –
DTL
1396
Dynamic Technology Lab
Singapore
$879K +$577K +2,836 +191%
NP
1397
NorthRock Partners
Minnesota
$877K +$262K +1,287 +43%
CAG
1398
Crestwood Advisors Group
Massachusetts
$877K +$279K +1,371 +47%
CC
1399
Courier Capital
New York
$877K – – –
HWA
1400
Heartwood Wealth Advisors
Virginia
$874K -$256K -1,256 -23%
54 55
56
57 58