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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 %
BRA
1401
Biechele Royce Advisors
Indiana
$872K -$3.67K -18 -0.4%
RSWM
1402
Robertson Stephens Wealth Management
California
$870K +$195K +956 +29%
SFI
1403
SPC Financial Inc
Maryland
$870K +$49.5K +243 +6%
IAS
1404
Insigneo Advisory Services
Florida
$869K -$12.2K -60 -1%
PI
1405
PFG Investments
New York
$868K +$10.6K +52 +1%
WTB
1406
Washington Trust Bank
Washington
$865K -$40.9K -201 -5%
WB
1407
Webster Bank
Connecticut
$863K – – –
MA
1408
MCF Advisors
Kentucky
$861K +$71.5K +351 +9%
IIA
1409
Integral Investment Advisors
California
$859K – – –
DRD
1410
Dennis R. Delaney
$858K -$108K -532 -11%
CWP
1411
Core Wealth Partners
California
$857K – – –
PP
1412
Paloma Partners
Connecticut
$857K +$856K +4,203 +84,060%
AWAG
1413
ARS Wealth Advisors Group
Florida
$856K -$234K -1,149 -21%
GCP
1414
GSA Capital Partners
United Kingdom
$856K +$543K +2,665 +173%
RZH
1415
Relyea Zuckerberg Hanson
Connecticut
$853K +$12.4K +61 +1%
LMKC
1416
L.M. Kohn & Company
Ohio
$852K – – –
FCM
1417
Fortis Capital Management
Washington
$852K +$852K +4,184 New
HBW
1418
Hazlett, Burt & Watson
West Virginia
$851K +$30.7K +151 +4%
LCM
1419
LRT Capital Management
Texas
$847K +$847K +4,161 New
IIA
1420
ICW Investment Advisors
Arizona
$844K +$80.2K +394 +10%
ACM
1421
AlphaStar Capital Management
North Carolina
$841K +$62.5K +307 +8%
HA
1422
Herold Advisors
New York
$839K – – –
CA
1423
Cornerstone Advisory
Maryland
$838K +$38.1K +187 +5%
MCM
1424
Maple Capital Management
Vermont
$838K -$13K -64 -2%
TW
1425
TrinityPoint Wealth
Connecticut
$836K -$595K -2,920 -42%
55 56
57
58 59