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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 %
GG
1601
Greenwood Gearhart
Arkansas
$734K -$10.3M -41,886 -93%
NVIM
1602
New Vernon Investment Management
Illinois
$733K – – –
MW
1603
Marcum Wealth
Ohio
$732K +$86.7K +353 +13%
SW
1604
SteelPeak Wealth
California
$732K – – –
LWM
1605
Laidlaw Wealth Management
New York
$732K -$17.9K -73 -2%
PWMG
1606
Prestige Wealth Management Group
New Jersey
$730K +$74.4K +303 +11%
FFA
1607
First Foundation Advisors
California
$729K -$239K -972 -25%
DWA
1608
Dougherty Wealth Advisers
Minnesota
$728K – – –
USB
1609
Union Savings Bank
Connecticut
$727K -$124K -504 -15%
FAG
1610
Financial Advisory Group
Texas
$726K -$1.23K -5 -0.2%
TPA
1611
Trivium Point Advisory
Connecticut
$725K +$2.46K +10 +0.3%
RVPG
1612
Relative Value Partners Group
$722K +$8.11K +33 +1%
PWMAG
1613
Pinnacle Wealth Management Advisory Group
New Jersey
$722K -$982 -4 -0.1%
PPWM
1614
Paragon Private Wealth Management
Kentucky
$722K +$55.5K +226 +8%
NHC
1615
Nicholas Hoffman & Company
Georgia
$720K +$1.47K +6 +0.2%
FCG
1616
Fielder Capital Group
Tennessee
$719K +$719K +2,925 New
HNW
1617
High Note Wealth
Minnesota
$718K – – –
TSS
1618
Thomas Story & Son
Indiana
$718K – – –
PFGIA
1619
Patriot Financial Group Insurance Agency
Massachusetts
$716K +$34.9K +142 +5%
MFWP
1620
Mosaic Family Wealth Partners
Missouri
$715K -$4.91K -20 -0.7%
FIM
1621
Freedom Investment Management
Connecticut
$713K -$182K -741 -20%
TNB
1622
Thomasville National Bank
Georgia
$713K +$3.19K +13 +0.4%
AF
1623
Aldebaran Financial
$712K – – –
AI
1624
AXS Investments
New York
$712K -$39.8K -162 -5%
HB
1625
HTLF Bank
Colorado
$711K +$711K +2,893 New
63 64
65
66 67