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Union Pacific

2,607 hedge funds and large institutions have $119B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,019 increasing their positions, 982 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 96

8% more capital invested

Capital invested by funds: $110B → $119B (+$9.09B)

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

2% more funds holding

Funds holding: 2,5622,607 (+45)

4% more repeat investments, than reductions

Existing positions increased: 1,019 | Existing positions reduced: 982

1% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.22B

0.18% less ownership

Funds ownership: 79.68%79.49% (-0.18%)

Holders
2,607
Holders Change
+45
Holders Change %
+1.76%
% of All Funds
37.43%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.76%
New
175
Increased
1,019
Reduced
982
Closed
96
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
1701
Leibman Financial Services
Nebraska
$668K
FHA
1702
Flagship Harbor Advisors
Massachusetts
$668K -$21.6K -89 -3%
FCFC
1703
First Citizens Financial Corp
Iowa
$666K
WAM
1704
Wolverine Asset Management
Illinois
$666K -$638K -2,630 -49%
AF
1705
Aldebaran Financial
$666K
WA1
1706
Wimmer Associates 1
California
$664K
AT
1707
American Trust
Kentucky
$664K -$34.2K -141 -5%
BHBT
1708
Burke & Herbert Bank & Trust
Virginia
$664K
ABWM
1709
Alpine Bank Wealth Management
Colorado
$664K +$653K +2,692 New
WF
1710
WoodTrust Financial
Wisconsin
$663K
CWG
1711
Cornerstone Wealth Group
North Carolina
$662K +$27.2K +112 +4%
NME
1712
Notis-McConarty Edward
$661K -$388K -1,600 -37%
RFA
1713
Resurgent Financial Advisors
Georgia
$658K -$56K -231 -8%
MPIA
1714
Mountain Pacific Investment Advisers
Idaho
$658K +$16.5K +68 +3%
NWAG
1715
Net Worth Advisory Group
Utah
$657K +$647K +2,667 New
BC
1716
Bridgefront Capital
Texas
$657K +$646K +2,665 New
KC
1717
Kingfisher Capital
North Carolina
$656K -$6.55K -27 -1%
AMG
1718
Advisors Management Group
Wisconsin
$653K +$3.15K +13 +0.5%
BTIM
1719
BancFirst Trust & Investment Management
Oklahoma
$652K -$20.1K -83 -3%
SI
1720
Saxon Interests
Texas
$651K +$36.6K +151 +6%
GHAM
1721
Gilman Hill Asset Management
Connecticut
$650K
EWM
1722
Edge Wealth Management
New York
$648K
BFM
1723
Boothbay Fund Management
New York
$648K +$637K +2,627 New
SCM
1724
Stonebridge Capital Management
California
$645K
PIA
1725
Perennial Investment Advisors
California
$643K -$7.27K -30 -1%

UNP Hedge Fund Activity: Q3 2024 in Review

2,607 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2024, worth a combined $119B — up 8.3% from $110B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new UNP positions and 96 closed out — a net gain of 79 holders — while 1,019 added to existing stakes and 982 trimmed.

The largest buyer was DZ Bank, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $344M.

  • 2,607 institutional investors held Union Pacific (UNP) as of Q3 2024, up from 2,562 in Q2 2024.
  • Funds reported $119B of Union Pacific stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 175 funds opened new Union Pacific positions in Q3 2024 and 96 closed out, a net change of +79 holders.
  • The largest Union Pacific buyer in Q3 2024 was DZ Bank, an estimated $818M added.
  • The largest Union Pacific seller in Q3 2024 was Bank of America, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2024.