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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 %
WPC
1701
Wedmont Private Capital
Pennsylvania
$501K +$58K +284 +13%
CCM
1702
Carlson Capital Management
Minnesota
$500K -$3.67K -18 -0.7%
OWA
1703
Opal Wealth Advisors
New York
$500K +$126K +617 +34%
EWS
1704
Evergreen Wealth Solutions
Pennsylvania
$499K -$9.98K -49 -2%
WAM
1705
WFA Asset Management
Wisconsin
$497K +$3.06K +15 +0.6%
LWMG
1706
Levy Wealth Management Group
Pennsylvania
$494K – – –
1WM
1707
1900 Wealth Management
Texas
$493K -$24.2K -119 -5%
OPPS
1708
Obsidian Personal Planning Solutions
Maryland
$492K +$9.16K +45 +2%
WP
1709
WealthSource Partners
California
$491K -$36.9K -181 -7%
EL
1710
Essex LLC
Illinois
$490K -$21.8K -107 -4%
EWM
1711
EPG Wealth Management
Georgia
$490K +$49.7K +244 +11%
MIM
1712
Montgomery Investment Management
Maryland
$489K – – –
JHCP
1713
Jackson Hole Capital Partners
Oklahoma
$488K – – –
SSWG
1714
Seven Springs Wealth Group
Tennessee
$488K – – –
EFMC
1715
Empire Financial Management Company
New York
$487K – – –
SC
1716
Schubert & Co
Texas
$486K -$1.02K -5 -0.2%
IFA
1717
Index Fund Advisors
California
$486K +$244K +1,200 +101%
GCM
1718
Gallacher Capital Management
Colorado
$486K -$136K -670 -22%
CC
1719
Corton Capital
Ontario, Canada
$485K -$13.6K -67 -3%
GAMC
1720
Garner Asset Management Corp
Texas
$485K +$2.24K +11 +0.5%
WA
1721
Wambolt & Associates
Colorado
$483K -$15.4K -76 -3%
HCMT
1722
Highland Capital Management (Tennessee)
Tennessee
$482K – – –
NEPPG
1723
New England Professional Planning Group
Rhode Island
$482K – – –
TIA
1724
Traphagen Investment Advisors
New Jersey
$481K -$96.3K -473 -17%
HKAM
1725
Horizon Kinetics Asset Management
New York
$480K +$1.83K +9 +0.4%
67 68
69
70 71