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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 %
CMS
1701
Capital Market Strategies
Florida
$615K -$18.2K -74 -3%
CST
1702
Charles Schwab Trust
Nevada
$614K -$1.11M -4,526 -64%
RWS
1703
Resolute Wealth Strategies
Mississippi
$613K +$3.19K +13 +0.5%
TIMH
1704
Tilt Investment Management Holdings
New York
$612K -$182K -739 -23%
HBT
1705
Heartland Bank & Trust
Illinois
$612K -$14.5K -59 -2%
CFSG
1706
Clark Financial Services Group
Missouri
$611K -$19.2K -78 -3%
HPM
1707
Hoxton Planning & Management
West Virginia
$611K -$4.67K -19 -0.8%
SMWM
1708
Silvia McColl Wealth Management
California
$610K – – –
CSWG
1709
Cardinal Strategic Wealth Guidance
Kentucky
$608K -$3.44K -14 -0.6%
EWS
1710
Evergreen Wealth Solutions
Pennsylvania
$607K +$4.67K +19 +0.8%
WCM
1711
Weaver Capital Management
Georgia
$607K +$607K +2,471 New
WAM
1712
WFA Asset Management
Wisconsin
$607K +$7.12K +29 +1%
ARC
1713
Advisor Resource Council
Texas
$606K +$606K +2,467 New
WMA
1714
Wealth Management Associates
New Jersey
$605K +$33.2K +135 +6%
SW
1715
Simplicity Wealth
New Jersey
$604K +$604K +2,460 New
SHGA
1716
Sand Hill Global Advisors
California
$604K -$11.3K -46 -2%
FA
1717
FDx Advisors
Illinois
$601K -$137K -556 -19%
SWM
1718
SeaCrest Wealth Management
New York
$598K -$108K -449 -15%
LWMG
1719
Levy Wealth Management Group
Pennsylvania
$596K +$246 +1 +0%
GFP
1720
Gryphon Financial Partners
Ohio
$594K +$276K +1,203 +87%
PVM
1721
Palogic Value Management
Texas
$592K +$85.5K +348 +17%
FDCP
1722
Foster Dykema Cabot & Partners
Massachusetts
$591K +$591K +2,407 New
HWA
1723
HHM Wealth Advisors
Tennessee
$589K +$29.5K +120 +5%
SC
1724
Schoolcraft Capital
Colorado
$589K +$589K +2,399 New
JHCP
1725
Jackson Hole Capital Partners
Oklahoma
$589K – – –
67 68
69
70 71