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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 %
ACM
1726
Armbruster Capital Management
New York
$480K – – –
BFG
1727
Berger Financial Group
Minnesota
$479K -$5.9K -29 -1%
WF
1728
WoodTrust Financial
Wisconsin
$479K – – –
SFG
1729
Sunburst Financial Group
Alabama
$479K +$8.55K +42 +2%
AA
1730
Apriem Advisors
California
$479K -$3.26K -16 -0.7%
KCM
1731
Kendall Capital Management
Maryland
$478K -$195K -955 -29%
MIFH
1732
Migdal Insurance & Financial Holdings
Israel
$478K – – –
GC
1733
Garde Capital
Washington
$478K +$3.06K +15 +0.6%
FA
1734
Financial Advisors
Massachusetts
$478K – – –
SFWC
1735
Strategic Family Wealth Counselors
New Jersey
$477K -$407 -2 -0.1%
KOMWMG
1736
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$475K -$21K -103 -4%
WMA
1737
Wealth Management Associates
New Jersey
$474K +$30.1K +148 +7%
RMAM
1738
Raab & Moskowitz Asset Management
New Jersey
$474K – – –
HCM
1739
Hengehold Capital Management
Ohio
$472K – – –
EA
1740
Evolution Advisers
Virginia
$472K -$27.6K -136 -6%
BWM
1741
BCS Wealth Management
Tennessee
$472K +$472K +2,318 New
RWM
1742
Refined Wealth Management
Utah
$471K – – –
SJIM
1743
St. Johns Investment Management
Florida
$471K -$16.1K -79 -3%
JSW
1744
Journey Strategic Wealth
New Jersey
$470K +$188K +921 +66%
KA
1745
Klingman & Associates
New York
$469K -$13K -64 -3%
HCA
1746
Heck Capital Advisors
Wisconsin
$469K -$5.5K -27 -1%
MC
1747
Matisse Capital
Oregon
$467K – – –
HIG
1748
Heritage Investment Group
Florida
$466K +$42.8K +210 +10%
HWA
1749
HHM Wealth Advisors
Tennessee
$464K -$19.1K -94 -4%
HT
1750
Headlands Technologies
Illinois
$464K -$150K -739 -24%
68 69
70
71 72