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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 %
CMS
1676
Capital Market Strategies
Florida
$526K +$3.87K +19 +0.7%
IC
1677
Inscription Capital
Texas
$525K -$127K -626 -20%
FDCC
1678
Foster Dykema Cabot & Co
Massachusetts
$524K -$16.9K -83 -3%
Financial Engines Advisors
1679
Financial Engines Advisors
California
$524K -$121K -593 -19%
GWS
1680
Glassman Wealth Services
Virginia
$523K +$10.6K +52 +2%
DBG
1681
De Burlo Group
Massachusetts
$522K – – –
CFSG
1682
Clark Financial Services Group
Missouri
$522K -$6.31K -31 -1%
ICM
1683
IMS Capital Management
Oregon
$522K – – –
FFA
1684
Farther Finance Advisors
California
$522K +$208K +1,024 +67%
AWA
1685
Arkadios Wealth Advisors
Georgia
$521K +$197K +966 +61%
SWA
1686
SFMG Wealth Advisors
Texas
$521K -$142K -697 -21%
TSWM
1687
Triangle Securities Wealth Management
North Carolina
$519K +$6.31K +31 +1%
HBT
1688
Heartland Bank & Trust
Illinois
$519K +$4.48K +22 +0.9%
CFP
1689
Catalyst Financial Partners
Massachusetts
$515K +$228K +1,118 +79%
BPFA
1690
Barnes Pettey Financial Advisors
Mississippi
$514K – – –
MAM
1691
Marotta Asset Management
Virginia
$513K – – –
CWM
1692
CarsonAllaria Wealth Management
Illinois
$513K – – –
ISWM
1693
Independent Solutions Wealth Management
New York
$512K -$746K -3,664 -59%
SHGA
1694
Sand Hill Global Advisors
California
$510K +$3.46K +17 +0.7%
HPM
1695
Hoxton Planning & Management
West Virginia
$510K -$12.2K -60 -2%
CSWG
1696
Cardinal Strategic Wealth Guidance
Kentucky
$507K -$36.9K -181 -7%
RWS
1697
Resolute Wealth Strategies
Mississippi
$506K -$17.5K -86 -3%
SMWM
1698
Silvia McColl Wealth Management
California
$505K – – –
MFA
1699
Mayflower Financial Advisors
Massachusetts
$504K +$17.3K +85 +4%
TL
1700
Tradewinds LLC
North Carolina
$503K +$815 +4 +0.2%
66 67
68
69 70