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Union Pacific

2,607 hedge funds and large institutions have $119B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,019 increasing their positions, 982 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 96

8% more capital invested

Capital invested by funds: $110B → $119B (+$9.09B)

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

2% more funds holding

Funds holding: 2,5622,607 (+45)

4% more repeat investments, than reductions

Existing positions increased: 1,019 | Existing positions reduced: 982

1% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.22B

0.18% less ownership

Funds ownership: 79.68%79.49% (-0.18%)

Holders
2,607
Holders Change
+45
Holders Change %
+1.76%
% of All Funds
37.43%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.76%
New
175
Increased
1,019
Reduced
982
Closed
96
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
1551
Verity Asset Management
North Carolina
$844K -$59.6K -246 -7%
MCWA
1552
Meadow Creek Wealth Advisors
Georgia
$844K +$56.7K +234 +7%
PP
1553
PDS Planning
Ohio
$842K +$22.8K +94 +3%
GM
1554
GeoWealth Management
Illinois
$842K +$13.8K +57 +2%
IIC
1555
Ironwood Investment Counsel
Arizona
$841K +$8.49K +35 +1%
UB
1556
Umpqua Bank
Oregon
$839K +$5.82K +24 +0.7%
LGG
1557
Luts & Greenleigh Group
Maryland
$835K +$5.33K +22 +0.7%
PBK
1558
Peoples Bank (Kansas)
Kansas
$834K +$820K +3,383 New
CFP
1559
Cascade Financial Partners
California
$833K +$12.1K +50 +1%
CBA
1560
Coastal Bridge Advisors
Connecticut
$831K
SIC
1561
Salem Investment Counselors
North Carolina
$830K +$20.4K +84 +3%
CG
1562
Clifford Group
Massachusetts
$830K +$1.46K +6 +0.2%
BMM
1563
Buffington Mohr McNeal
Idaho
$829K -$485 -2 -0.1%
AA
1564
Auxano Advisors
Washington
$827K +$4.12K +17 +0.5%
IAM
1565
Ion Asset Management
Israel
$825K +$495K +2,040 +156%
TCM
1566
Twin Capital Management
Pennsylvania
$825K +$14.3K +59 +2%
NB
1567
Nicolet Bankshares
Wisconsin
$824K -$68.9K -284 -8%
ZIM
1568
Zacks Investment Management
Illinois
$822K +$153K +632 +23%
NCFG
1569
New Century Financial Group
New Jersey
$817K +$14.8K +61 +2%
WIA
1570
Wetzel Investment Advisors
Indiana
$813K +$30.8K +127 +4%
SQA
1571
Simon Quick Advisors
New Jersey
$811K +$108K +444 +16%
PFGIA
1572
Patriot Financial Group Insurance Agency
Massachusetts
$810K +$96.7K +399 +14%
ASBI
1573
American State Bank (Iowa)
Iowa
$809K -$5.09K -21 -0.6%
MG
1574
Mather Group
Illinois
$809K -$128K -526 -14%
DAM
1575
Diamant Asset Management
Connecticut
$806K

UNP Hedge Fund Activity: Q3 2024 in Review

2,607 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2024, worth a combined $119B — up 8.3% from $110B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new UNP positions and 96 closed out — a net gain of 79 holders — while 1,019 added to existing stakes and 982 trimmed.

The largest buyer was DZ Bank, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $344M.

  • 2,607 institutional investors held Union Pacific (UNP) as of Q3 2024, up from 2,562 in Q2 2024.
  • Funds reported $119B of Union Pacific stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 175 funds opened new Union Pacific positions in Q3 2024 and 96 closed out, a net change of +79 holders.
  • The largest Union Pacific buyer in Q3 2024 was DZ Bank, an estimated $818M added.
  • The largest Union Pacific seller in Q3 2024 was Bank of America, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2024.