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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 %
SSWG
1726
Seven Springs Wealth Group
Tennessee
$588K – – –
AWA
1727
Arkadios Wealth Advisors
Georgia
$588K -$40.8K -166 -6%
EGM
1728
Engineers Gate Manager
New York
$588K -$1.55M -6,329 -73%
SC
1729
Schubert & Co
Texas
$588K +$982 +4 +0.2%
SFG
1730
Sunburst Financial Group
Alabama
$588K +$10.3K +42 +2%
EFMC
1731
Empire Financial Management Company
New York
$588K – – –
AF
1732
Advisornet Financial
Minnesota
$586K +$164K +668 +39%
UAML
1733
US Asset Management LLC
Pennsylvania
$585K +$585K +2,381 New
SDWIA
1734
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$583K +$39.6K +161 +7%
OPPS
1735
Obsidian Personal Planning Solutions
Maryland
$582K -$11.1K -45 -2%
NEPPG
1736
New England Professional Planning Group
Rhode Island
$581K +$246 +1 +0%
HCMT
1737
Highland Capital Management (Tennessee)
Tennessee
$581K – – –
HC
1738
Hara Capital
Washington
$581K +$581K +2,365 New
TIA
1739
Traphagen Investment Advisors
New Jersey
$581K +$491 +2 +0.1%
ACM
1740
Armbruster Capital Management
New York
$579K – – –
AMBIA
1741
Allen Mooney & Barnes Investment Advisors
Georgia
$578K +$141K +573 +32%
FA
1742
Financial Advisors
Massachusetts
$576K – – –
EWA
1743
EverSource Wealth Advisors
Alabama
$576K +$24.3K +99 +4%
MIFH
1744
Migdal Insurance & Financial Holdings
Israel
$576K – – –
SFWC
1745
Strategic Family Wealth Counselors
New Jersey
$575K – – –
LSPW
1746
Lake Street Private Wealth
Illinois
$575K -$249K -1,015 -30%
KOMWMG
1747
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$573K – – –
GC
1748
Garde Capital
Washington
$572K -$3.68K -15 -0.6%
GWS
1749
Glassman Wealth Services
Virginia
$572K -$58.9K -240 -9%
MFG
1750
MidWestOne Financial Group
Iowa
$572K +$205K +834 +56%
68 69
70
71 72