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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 %
GWM
1651
GDS Wealth Management
Texas
$679K -$23.3K -95 -3%
SBIA
1652
Sheaff Brock Investment Advisors
Indiana
$678K +$3.93K +16 +0.6%
BWM
1653
BigSur Wealth Management
Florida
$677K +$11.8K +48 +2%
MCM
1654
Mengis Capital Management
Oregon
$677K – – –
IWA
1655
Icon Wealth Advisors
Texas
$675K +$675K +2,748 New
CBT
1656
CoreFirst Bank & Trust
Kansas
$674K -$12.3K -50 -2%
CFP
1657
Catalyst Financial Partners
Massachusetts
$673K +$52.8K +215 +9%
TCM
1658
Traynor Capital Management
Pennsylvania
$672K +$6.88K +28 +1%
CFMC
1659
Curbstone Financial Management Corp
New Hampshire
$672K -$15.2K -62 -2%
FFBTD
1660
First Financial Bank - Trust Division
Ohio
$672K +$737 +3 +0.1%
PWPS
1661
Pinnacle Wealth Planning Services
Ohio
$671K -$34.9K -142 -5%
QC
1662
Quent Capital
New York
$669K +$30.2K +123 +5%
EAM
1663
Evanson Asset Management
California
$669K – – –
JSW
1664
Journey Strategic Wealth
New Jersey
$667K +$100K +409 +18%
DF
1665
Donoghue Forlines
Massachusetts
$666K -$166K -676 -20%
LFS
1666
Leibman Financial Services
Nebraska
$666K +$666K +2,712 New
BPCE
1667
Bank Pictet & Cie (Europe)
Germany
$664K -$69K -281 -9%
BTWM
1668
Baker Tilly Wealth Management
Wisconsin
$663K -$105K -427 -14%
TIA
1669
Tiemann Investment Advisors
California
$662K +$7.37K +30 +1%
PIA
1670
Perennial Investment Advisors
California
$661K +$102K +417 +18%
FCFC
1671
First Citizens Financial Corp
Iowa
$660K – – –
WC
1672
Woodstock Corp
Massachusetts
$659K -$3.68K -15 -0.6%
MFA
1673
Mayflower Financial Advisors
Massachusetts
$658K +$49.6K +202 +8%
KWM
1674
Keebeck Wealth Management
Illinois
$655K – – –
NCM
1675
Narwhal Capital Management
Georgia
$650K +$373K +1,517 +134%
65 66
67
68 69