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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 %
EWP
1551
Engrave Wealth Partners
Texas
$797K -$5.9K -24 -0.7%
OPA
1552
Old Port Advisors
Maine
$797K +$28.5K +116 +4%
DDC
1553
DF Dent & Co
Maryland
$794K -$118K -479 -13%
TA
1554
Tectonic Advisors
Texas
$793K +$17.9K +73 +2%
SIC
1555
Salem Investment Counselors
North Carolina
$793K – – –
CBA
1556
Coastal Bridge Advisors
Connecticut
$791K +$3.93K +16 +0.5%
GA
1557
Geller Advisors
New York
$787K -$737 -3 -0.1%
RFA
1558
Resurgent Financial Advisors
Georgia
$786K -$75.7K -308 -9%
IC
1559
Inscription Capital
Texas
$786K +$152K +620 +24%
BMCM
1560
Burns Matteson Capital Management
New York
$785K +$20.9K +85 +3%
EA
1561
Ellsworth Advisors
Ohio
$783K +$122K +496 +18%
DFG
1562
Delta Financial Group
New Jersey
$783K +$246 +1 +0%
PTB
1563
Pioneer Trust Bank
Oregon
$781K – – –
MSFS
1564
Main Street Financial Solutions
Pennsylvania
$779K -$69.7K -284 -8%
CPSC
1565
Carl P. Sherr & Co
Massachusetts
$779K – – –
BL
1566
BFSG LLC
California
$778K -$68K -277 -8%
HNWAG
1567
High Net Worth Advisory Group
Florida
$777K -$147K -600 -16%
WPC
1568
Wedmont Private Capital
Pennsylvania
$777K +$186K +773 +31%
TA
1569
Townsend & Associates
Colorado
$774K -$6.3K -26 -0.8%
HFA
1570
Harbert Fund Advisors
Alabama
$774K +$774K +3,150 New
WI
1571
Wintrust Investments
Illinois
$773K -$63.9K -260 -8%
FFA
1572
Fortune Financial Advisors
Kansas
$772K +$25.5K +104 +3%
AA
1573
Auxano Advisors
Washington
$771K +$771K +3,137 New
EFSCE
1574
Enterprise Financial Services Corp (EFSC)
Missouri
$768K +$105K +426 +16%
CF
1575
Copperwynd Financial
Arizona
$768K +$13.5K +55 +2%
61 62
63
64 65