UNP icon

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 %
MCCP
1626
Mission Creek Capital Partners
California
$571K +$2.85K +14 +0.5%
EFG
1627
Ethos Financial Group
Pennsylvania
$571K -$9.16K -45 -2%
CFMC
1628
Curbstone Financial Management Corp
New Hampshire
$570K -$10.2K -50 -2%
CBT
1629
CoreFirst Bank & Trust
Kansas
$569K +$3.46K +17 +0.6%
EA
1630
Ellsworth Advisors
Ohio
$566K -$3.74M -17,768 -87%
PFGIA
1631
Patriot Financial Group Insurance Agency
Massachusetts
$564K -$148K -727 -21%
SAG
1632
SageView Advisory Group
California
$564K -$22.6K -111 -4%
AIA
1633
Alera Investment Advisors
Illinois
$562K +$73.1K +359 +15%
BAM
1634
Blueshift Asset Management
New Jersey
$562K -$143K -701 -20%
TIM
1635
Tortoise Investment Management
New York
$561K +$815 +4 +0.1%
MCM
1636
Mengis Capital Management
Oregon
$561K -$40.7K -200 -7%
IBOK
1637
Independence Bank of Kentucky
Kentucky
$560K -$261K -1,280 -32%
SBIA
1638
Sheaff Brock Investment Advisors
Indiana
$558K -$69.2K -340 -11%
BI
1639
Ballast Inc
Kentucky
$558K +$2.65K +13 +0.5%
BEI
1640
Benjamin Edwards Inc
Missouri
$557K -$958K -4,704 -63%
FFBTD
1641
First Financial Bank - Trust Division
Ohio
$556K -$13.6K -67 -2%
HGERS
1642
Householder Group Estate & Retirement Specialist
Arizona
$555K +$555K +2,724 New
EAM
1643
Evanson Asset Management
California
$554K – – –
BOSSRA
1644
B.O.S.S. Retirement Advisors
Utah
$554K +$291K +1,431 +111%
SM
1645
Sweeney & Michel
California
$553K +$3.39K +16 +0.6%
KP
1646
Keel Point
Alabama
$553K -$44K -216 -7%
PPWM
1647
Paragon Private Wealth Management
Kentucky
$552K +$46.6K +229 +9%
SC
1648
Syon Capital
California
$552K +$552K +2,710 New
BWM
1649
BigSur Wealth Management
Florida
$552K -$20.4K -100 -4%
RWA
1650
Roberts Wealth Advisors
California
$552K -$105K -500 -16%
64 65
66
67 68