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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 %
LC
1576
Lindbrook Capital
California
$768K +$221K +898 +40%
9WM
1577
9258 Wealth Management
Ohio
$767K +$16K +65 +2%
HW
1578
Hancock Whitney
Mississippi
$766K -$6.88K -28 -0.9%
SCM
1579
Stonebridge Capital Management
California
$766K – – –
DRD
1580
Dennis R. Delaney
$764K -$270K -1,100 -26%
KP
1581
Keel Point
Alabama
$763K +$96K +391 +14%
SC
1582
Steph & Co
Wisconsin
$759K +$16.2K +66 +2%
RW
1583
REDW Wealth
New Mexico
$758K -$70.2K -286 -8%
RCA
1584
Ranch Capital Advisors
Florida
$758K +$246 +1 +0%
BOSSRA
1585
B.O.S.S. Retirement Advisors
Utah
$755K +$86.9K +354 +13%
SAM
1586
Smartleaf Asset Management
Massachusetts
$755K +$755K +3,093 New
JFL
1587
Jarislowsky, Fraser Ltd
Quebec, Canada
$755K +$755K +3,072 New
BMA
1588
Brooks Moore & Associates
Tennessee
$754K -$9.58K -39 -1%
ZIM
1589
Zacks Investment Management
Illinois
$754K -$40.3K -164 -5%
MJP
1590
Michael J. Puzo
$752K -$29.5K -120 -4%
PCM
1591
Pointe Capital Management
Michigan
$744K – – –
FI
1592
Financial Insights
Washington
$742K +$64.4K +262 +9%
SG
1593
StoneX Group
New York
$741K -$95.8K -390 -11%
IA
1594
IFG Advisors
Missouri
$741K – – –
CFO
1595
CVA Family Office
Colorado
$738K -$9.09K -37 -1%
PWP
1596
Private Wealth Partners
California
$737K -$36.8K -150 -5%
VCM
1597
Violich Capital Management
California
$737K – – –
DGAM
1598
Desjardins Global Asset Management
Quebec, Canada
$737K +$10.1K +41 +1%
LWM
1599
Lakeridge Wealth Management
Ohio
$736K +$736K +2,995 New
S
1600
Sunpointe
Missouri
$735K +$735K +2,994 New
62 63
64
65 66