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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 %
JC
1501
JB Capital
Connecticut
$714K +$3.46K +17 +0.5%
DBT
1502
Dubuque Bank & Trust
Iowa
$713K -$8.15K -40 -1%
SGI
1503
Summit Global Investments
Utah
$709K +$104K +512 +17%
BWM
1504
Buckley Wealth Management
Nevada
$709K -$185K -907 -21%
GPA
1505
Guerra Pan Advisors
New Jersey
$706K +$1.43K +7 +0.2%
USB
1506
Union Savings Bank
Connecticut
$706K – – –
MSFS
1507
Main Street Financial Solutions
Pennsylvania
$703K +$34.2K +168 +5%
BL
1508
BFSG LLC
California
$702K +$24.5K +120 +4%
LT
1509
Legacy Trust
Michigan
$702K -$2.85K -14 -0.4%
BWA
1510
Burt Wealth Advisors
Maryland
$699K -$37.1K -182 -5%
TCM
1511
Tufton Capital Management
Maryland
$695K +$3.67K +18 +0.5%
LTAS
1512
Linden Thomas Advisory Services
North Carolina
$694K +$46K +226 +7%
WI
1513
Wintrust Investments
Illinois
$694K -$215K -1,055 -24%
PCM
1514
Penserra Capital Management
California
$694K -$109K -538 -14%
SG
1515
StoneX Group
New York
$694K -$142K -697 -17%
VWM
1516
Venturi Wealth Management
Texas
$693K +$151K +740 +28%
AWA
1517
Aaron Wealth Advisors
Illinois
$692K -$6.72K -33 -1%
IIC
1518
Ironwood Investment Counsel
Arizona
$690K -$2.85K -14 -0.4%
DF
1519
Donoghue Forlines
Massachusetts
$690K +$690K +3,388 New
VC
1520
Veracity Capital
Georgia
$687K -$14.5K -71 -2%
RW
1521
REDW Wealth
New Mexico
$687K +$407 +2 +0.1%
LSPW
1522
Lake Street Private Wealth
Illinois
$685K +$30K +147 +5%
FNA
1523
First National Advisers
Nebraska
$683K +$390K +1,916 +133%
SIA
1524
Soltis Investment Advisors
Utah
$681K +$45K +221 +7%
MA
1525
MONECO Advisors
Connecticut
$681K +$89.2K +438 +15%
59 60
61
62 63