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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 %
BW
1501
Bison Wealth
Georgia
$881K +$5.9K +24 +0.7%
CT
1502
Columbia Trust
Oregon
$879K +$76.6K +312 +10%
SW
1503
SMART Wealth
Nebraska
$874K +$104K +423 +13%
GLA
1504
Good Life Advisors
Pennsylvania
$874K -$27K -110 -3%
CG
1505
Cutler Group
California
$871K -$91K -371 -9%
CWP
1506
Curated Wealth Partners
California
$869K -$20.9K -85 -2%
HWAM
1507
Hennion & Walsh Asset Management
New Jersey
$868K -$30.5K -124 -3%
P
1508
&Partners
Tennessee
$868K +$868K +3,565 New
FPF
1509
First Pacific Financial
Washington
$868K -$737 -3 -0.1%
BWM
1510
BNC Wealth Management
Oregon
$865K -$1.52M -6,195 -64%
LB
1511
Legacy Bridge
Iowa
$863K -$33.2K -135 -4%
PVH
1512
Psagot Value Holdings
Israel
$861K -$123K -500 -13%
PPWP
1513
Premier Path Wealth Partners
New Jersey
$859K +$859K +3,501 New
JC
1514
JB Capital
Connecticut
$858K -$2.95K -12 -0.3%
QWM
1515
Quadcap Wealth Management
Texas
$858K +$858K +3,492 New
USCWA
1516
U.S. Capital Wealth Advisors
Texas
$853K +$101K +411 +13%
GPA
1517
Guerra Pan Advisors
New Jersey
$852K – – –
VC
1518
Veracity Capital
Georgia
$849K +$19.9K +81 +2%
SCI
1519
Stableford Capital II
Arizona
$848K -$93.8K -397 -10%
LT
1520
Legacy Trust
Michigan
$845K -$1.47K -6 -0.2%
MIS
1521
Morningstar Investment Services
Illinois
$845K +$562K +2,284 +198%
BWA
1522
Burt Wealth Advisors
Maryland
$843K – – –
PA
1523
PFW Advisors
Georgia
$843K -$19.9K -81 -2%
BWM
1524
Buckley Wealth Management
Nevada
$840K -$14.7K -60 -2%
MYIA
1525
Mount Yale Investment Advisors
Colorado
$838K -$345K -1,405 -29%
59 60
61
62 63