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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 %
MF
1376
Montis Financial
Massachusetts
$1.14M +$422K +1,719 +59%
CIAS
1377
Capital Investment Advisory Services
North Carolina
$1.13M +$6.63K +27 +0.6%
FFP
1378
FourThought Financial Partners
Florida
$1.13M -$49.4K -201 -4%
RZH
1379
Relyea Zuckerberg Hanson
Connecticut
$1.13M +$101K +413 +10%
CBNLCF
1380
Cognios Beta Neutral Large Cap Fund
Kansas
$1.13M – – –
SVWAG
1381
Sound View Wealth Advisors Group
Georgia
$1.12M +$43.7K +178 +4%
OAM
1382
Ostrum Asset Management
France
$1.12M +$657K +2,674 +141%
SIG
1383
Sky Investment Group
Connecticut
$1.12M +$6.14K +25 +0.6%
IWA
1384
Invera Wealth Advisors
Oregon
$1.12M +$1.12M +4,565 New
TH
1385
TCTC Holdings
Texas
$1.12M -$158K -643 -12%
BFA
1386
Beaumont Financial Advisors
Massachusetts
$1.12M -$150K -610 -12%
VWA
1387
Visionary Wealth Advisors
Illinois
$1.12M +$2.95K +12 +0.3%
TFA
1388
Transamerica Financial Advisors
Florida
$1.12M -$590K -2,400 -35%
PFBT
1389
Parkside Financial Bank & Trust
Missouri
$1.11M +$166K +675 +18%
SGC
1390
Slocum, Gordon & Co
Rhode Island
$1.11M – – –
WBC
1391
West Branch Capital
Massachusetts
$1.11M -$55K -224 -5%
FCP
1392
Fidelis Capital Partners
Florida
$1.1M +$177K +721 +19%
NW
1393
Naviter Wealth
Arkansas
$1.1M +$220K +896 +25%
BIG
1394
Builder Investment Group
Georgia
$1.1M – – –
ACP
1395
Aviance Capital Partners
Florida
$1.1M – – –
TW
1396
Traveka Wealth
California
$1.1M +$1.1M +4,479 New
CAC
1397
Core Alternative Capital
Georgia
$1.1M -$12.3K -50 -1%
AWM
1398
Aries Wealth Management
Maine
$1.1M +$2.95K +12 +0.3%
VDI
1399
Vaughan David Investments
Illinois
$1.1M -$18.4K -75 -2%
EF
1400
Exeter Financial
Arizona
$1.09M – – –
54 55
56
57 58