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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 %
DBRC
1676
D.B. Root & Company
Pennsylvania
$650K -$127K -517 -16%
TIM
1677
Tortoise Investment Management
New York
$649K -$27.8K -113 -4%
PA
1678
Probity Advisors
Texas
$648K +$6.63K +27 +1%
EWM
1679
Edge Wealth Management
New York
$646K – – –
DWM
1680
Drive Wealth Management
Utah
$646K -$44K -179 -6%
HGERS
1681
Householder Group Estate & Retirement Specialist
Arizona
$644K -$24.5K -100 -4%
BTI
1682
Blue Trust Inc
Georgia
$643K -$500K -2,459 -44%
BBNB
1683
Baker Boyer National Bank
Washington
$641K – – –
MPIA
1684
Mountain Pacific Investment Advisers
Idaho
$639K – – –
ACA
1685
Ackerman Capital Advisors
Texas
$639K – – –
FIA
1686
Foundations Investment Advisors
Arizona
$637K +$110K +441 +21%
AO
1687
Advisor OS
Illinois
$635K +$297K +1,209 +88%
1WM
1688
1900 Wealth Management
Texas
$635K +$40.5K +165 +7%
FFO
1689
Fiduciary Family Office
Florida
$635K +$635K +2,583 New
OWA
1690
Opal Wealth Advisors
New York
$631K +$28.2K +115 +5%
ALAM
1691
Asahi Life Asset Management
Japan
$630K -$13.5K -55 -2%
ICM
1692
IMS Capital Management
Oregon
$630K – – –
WIA
1693
Wetzel Investment Advisors
Indiana
$629K +$629K +2,560 New
TSWM
1694
Triangle Securities Wealth Management
North Carolina
$627K – – –
FWM
1695
Fairhaven Wealth Management
Illinois
$624K -$36.6K -149 -6%
BPFA
1696
Barnes Pettey Financial Advisors
Mississippi
$620K – – –
AA
1697
Apriem Advisors
California
$620K +$42.5K +173 +7%
EWM
1698
EPG Wealth Management
Georgia
$618K +$27.3K +111 +5%
WP
1699
WealthSource Partners
California
$618K +$25.8K +105 +4%
GWA
1700
Gratus Wealth Advisors
Virginia
$617K +$617K +2,511 New
66 67
68
69 70