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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 %
KC
1476
Kingfisher Capital
North Carolina
$750K -$52.3K -257 -7%
GLA
1477
Good Life Advisors
Pennsylvania
$747K -$3.87K -19 -0.5%
SIG
1478
Sargent Investment Group
Maryland
$746K +$169K +829 +29%
HWAM
1479
Hennion & Walsh Asset Management
New Jersey
$745K +$68.2K +335 +10%
LB
1480
Legacy Bridge
Iowa
$743K – – –
MCC
1481
Malaga Cove Capital
California
$742K +$115K +566 +18%
DCM
1482
Dudley Capital Management
Virginia
$742K – – –
FIM
1483
Freedom Investment Management
Connecticut
$742K -$190K -934 -20%
FCM
1484
Firestone Capital Management
Florida
$740K – – –
WWM
1485
Windsor Wealth Management
Indiana
$739K – – –
TLFA
1486
True Link Financial Advisors
California
$739K +$15.9K +78 +2%
CWP
1487
Curated Wealth Partners
California
$738K -$43.2K -212 -6%
V
1488
VeraBank
Texas
$738K – – –
HBT
1489
Hills Bank & Trust
Iowa
$738K -$21.8K -107 -3%
FRM
1490
Fox Run Management
Connecticut
$734K +$77.2K +379 +12%
CCM
1491
CAAS Capital Management
New York
$733K +$733K +3,600 New
NW
1492
Naviter Wealth
Arkansas
$732K -$31.6K -155 -4%
LCWP
1493
Legacy Capital Wealth Partners
Arkansas
$725K +$725K +3,561 New
BW
1494
Bison Wealth
Georgia
$725K +$339K +1,664 +88%
SIM
1495
Sentry Investment Management
Wisconsin
$721K -$156K -765 -18%
HAIM
1496
Hunter Associates Investment Management
Pennsylvania
$721K -$85K -417 -11%
FPF
1497
First Pacific Financial
Washington
$720K -$71.5K -351 -9%
WAAG
1498
Wealth Alliance Advisory Group
Kansas
$716K +$6.92K +34 +1%
PA
1499
PFW Advisors
Georgia
$715K – – –
RFA
1500
Resurgent Financial Advisors
Georgia
$715K -$9.37K -46 -1%
58 59
60
61 62