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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 %
FMTC
1576
Farmers & Merchants Trust Company
California
$619K -$27.5K -135 -4%
FFA
1577
Fortune Financial Advisors
Kansas
$619K -$407 -2 -0.1%
PEA
1578
Park Edge Advisors
Ohio
$617K +$2.65K +13 +0.4%
PCM
1579
Pointe Capital Management
Michigan
$617K – – –
SC
1580
Steph & Co
Wisconsin
$616K -$40.5K -199 -6%
FFC
1581
First Financial Corp
Indiana
$615K +$203K +998 +49%
IA
1582
IFG Advisors
Missouri
$614K – – –
FA
1583
FDx Advisors
Illinois
$611K -$521K -2,559 -46%
VCM
1584
Violich Capital Management
California
$611K -$8.35K -41 -1%
TAM
1585
Trillium Asset Management
Massachusetts
$610K -$1.43K -7 -0.2%
NVIM
1586
New Vernon Investment Management
Illinois
$608K – – –
BPCE
1587
Bank Pictet & Cie (Europe)
Germany
$607K -$109K -535 -15%
AIM
1588
Aigen Investment Management
New York
$607K +$607K +2,981 New
SW
1589
SteelPeak Wealth
California
$607K -$211K -1,038 -26%
AAM
1590
Alphadyne Asset Management
New York
$604K +$398K +1,956 +194%
DWA
1591
Dougherty Wealth Advisers
Minnesota
$603K – – –
FAG
1592
Financial Advisory Group
Texas
$603K -$61.1K -300 -9%
DGAM
1593
Desjardins Global Asset Management
Quebec, Canada
$603K -$38.7K -190 -6%
GKIM
1594
GW&K Investment Management
Massachusetts
$601K -$19.4K -95 -3%
PWMAG
1595
Pinnacle Wealth Management Advisory Group
New Jersey
$599K +$3.26K +16 +0.5%
TPA
1596
Trivium Point Advisory
Connecticut
$599K – – –
SWM
1597
SeaCrest Wealth Management
New York
$599K +$39.1K +192 +7%
ONST
1598
Old North State Trust
North Carolina
$598K +$17.7K +87 +3%
MFWP
1599
Mosaic Family Wealth Partners
Missouri
$597K – – –
EP
1600
Eudaimonia Partners
Tennessee
$597K +$2.44K +12 +0.4%
62 63
64
65 66