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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 %
MJP
1551
Michael J. Puzo
$648K -$50.9K -250 -7%
PTB
1552
Pioneer Trust Bank
Oregon
$648K – – –
CPSC
1553
Carl P. Sherr & Co
Massachusetts
$646K – – –
DBRC
1554
D.B. Root & Company
Pennsylvania
$644K +$8.35K +41 +1%
CG
1555
Clifford Group
Massachusetts
$644K -$99.2K -487 -13%
TA
1556
Tectonic Advisors
Texas
$642K +$48.1K +236 +8%
PWP
1557
Private Wealth Partners
California
$642K – – –
HW
1558
Hancock Whitney
Mississippi
$641K -$39.9K -196 -6%
SW
1559
SMART Wealth
Nebraska
$638K +$104K +513 +20%
PP
1560
PDS Planning
Ohio
$637K +$1.22K +6 +0.2%
OPA
1561
Old Port Advisors
Maine
$637K +$637K +3,127 New
BTWM
1562
Baker Tilly Wealth Management
Wisconsin
$636K -$1.51M -7,425 -70%
SCM
1563
Stonebridge Capital Management
California
$635K – – –
PRC
1564
Pearl River Capital
Michigan
$634K -$1.12M -5,488 -64%
BMCM
1565
Burns Matteson Capital Management
New York
$634K +$3.26K +16 +0.5%
BMA
1566
Brooks Moore & Associates
Tennessee
$633K -$13.6K -67 -2%
APA
1567
Astoria Portfolio Advisors
New York
$633K -$86.6K -428 -12%
RCA
1568
Ranch Capital Advisors
Florida
$628K -$16.3K -80 -3%
HCA
1569
Harbour Capital Advisors
Virginia
$627K +$48.9K +240 +8%
CF
1570
Copperwynd Financial
Arizona
$625K -$19.8K -97 -3%
AI
1571
AXS Investments
New York
$624K -$24.2K -119 -4%
USCWA
1572
U.S. Capital Wealth Advisors
Texas
$623K -$134K -656 -18%
9WM
1573
9258 Wealth Management
Ohio
$623K +$19.5K +96 +3%
LWM
1574
Laidlaw Wealth Management
New York
$622K -$22.5M -110,714 -97%
CFO
1575
CVA Family Office
Colorado
$619K +$8.96K +44 +1%
61 62
63
64 65