UNP icon

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 %
KWA
1451
Kingswood Wealth Advisors
California
$785K +$785K +1,454 New
IFS
1452
Intelligent Financial Strategies
Minnesota
$784K – – –
PFBT
1453
Parkside Financial Bank & Trust
Missouri
$783K +$25K +123 +3%
GDP
1454
Great Diamond Partners
Maine
$783K -$4.48K -22 -0.6%
MCM
1455
McRae Capital Management
New Jersey
$783K – – –
IAIM
1456
International Assets Investment Management
Florida
$781K +$15.8K +78 +2%
KCM
1457
Kanawha Capital Management
Virginia
$778K – – –
CANC
1458
Culbertson A N & Co
Virginia
$777K +$2.04K +10 +0.3%
WA
1459
WBH Advisory
Maryland
$775K -$13.4K -66 -2%
JWCA
1460
J.W. Coons Advisors
Ohio
$773K +$15.3K +75 +2%
CCA
1461
Cottonwood Capital Advisors
Utah
$770K +$26.5K +130 +4%
NB
1462
Nicolet Bankshares
Wisconsin
$770K -$16.7K -82 -2%
NFG
1463
Nations Financial Group
Iowa
$769K -$32.6K -160 -4%
FCP
1464
Fidelis Capital Partners
Florida
$769K -$8.76K -43 -1%
UF
1465
Univest Financial
Pennsylvania
$768K +$13.8K +68 +2%
HNWAG
1466
High Net Worth Advisory Group
Florida
$766K +$120K +589 +19%
MPPW
1467
Mitchell & Pahl Private Wealth
Oklahoma
$763K -$20.6K -101 -3%
DLA
1468
Douglas Lane & Associates
New York
$762K +$47.6K +234 +7%
CAMG
1469
CWA Asset Management Group
Florida
$762K +$126K +617 +20%
AT
1470
Arden Trust
Delaware
$759K -$6.52K -32 -0.9%
RWA
1471
River Wealth Advisors
Pennsylvania
$758K -$24.2K -119 -3%
DDC
1472
DF Dent & Co
Maryland
$756K -$611 -3 -0.1%
AMG
1473
Advisors Management Group
Wisconsin
$756K +$4.28K +21 +0.6%
PBO
1474
Peoples Bank (Ohio)
Ohio
$754K +$407 +2 +0.1%
KC
1475
Knuff & Co
California
$752K +$3.05K +15 +0.4%
57 58
59
60 61