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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 %
TSS
1601
Thomas Story & Son
Indiana
$596K – – –
NHC
1602
Nicholas Hoffman & Company
Georgia
$596K -$8.55K -42 -1%
HNW
1603
High Note Wealth
Minnesota
$595K +$6.52K +32 +1%
MF
1604
Montis Financial
Massachusetts
$593K -$923K -4,534 -61%
RVPG
1605
Relative Value Partners Group
$592K +$165K +808 +38%
VST
1606
Van Strum & Towne
California
$591K – – –
AF
1607
Aldebaran Financial
$591K -$81.4K -400 -12%
TNB
1608
Thomasville National Bank
Georgia
$588K -$4.28K -21 -0.7%
MP
1609
McDonald Partners
Ohio
$588K +$3.67K +18 +0.6%
SPWG
1610
Syntegra Private Wealth Group
Missouri
$587K -$1.43K -7 -0.2%
GEA
1611
Glen Eagle Advisors
New Jersey
$587K – – –
FMLI
1612
Fukoku Mutual Life Insurance
Japan
$586K – – –
PWPS
1613
Pinnacle Wealth Planning Services
Ohio
$585K +$126K +617 +27%
AP
1614
Advisors Preferred
Maryland
$583K +$583K +2,879 New
CHP
1615
Cable Hill Partners
Oregon
$583K -$17.9K -88 -3%
GWM
1616
GDS Wealth Management
Texas
$582K -$51.7K -254 -8%
LWAM
1617
Legacy Wealth Asset Management
Minnesota
$582K -$4.68K -23 -0.8%
WIA
1618
Westbourne Investment Advisors
Maryland
$581K – – –
MG
1619
Mather Group
Illinois
$577K +$73.7K +362 +15%
KFA
1620
Krane Funds Advisors
New York
$576K -$9.98K -49 -2%
WA1
1621
Wimmer Associates 1
California
$576K – – –
JWM
1622
Jeppson Wealth Management
California
$576K – – –
FI
1623
Financial Insights
Washington
$573K -$75.4K -363 -12%
1W
1624
1776 Wealth
Georgia
$572K – – –
DWM
1625
Drive Wealth Management
Utah
$572K +$91.6K +450 +19%
63 64
65
66 67