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Union Pacific
UNP

Overview Fund Activity

2,543 hedge funds and large institutions have $110B invested in Union Pacific in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 1,011 increasing their positions, 986 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,543
Holders Change
-54
Holders Change %
-2.08%
% of All Funds
36.98%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
0.71%
New
140
Increased
1,011
Reduced
986
Closed
155
Calls
$1.11B
Puts
$731M
Net Calls
+$382M
Net Calls Change
-$87.8M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$278M
2
UBS AM
UBS AM
Illinois
+$244M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$210M
4
BlackRock
BlackRock
New York
+$210M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$204M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$403M
2
Citadel Advisors
Citadel Advisors
Florida
-$375M
3
SCP
Soroban Capital Partners
New York
-$317M
4
Bank of America
Bank of America
North Carolina
-$194M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
1726
Curbstone Financial Management Corp
New Hampshire
$556K -$40.3K -178 -7%
HCMG
1727
Howard Capital Management Group
California
$556K – – –
BEI
1728
Benjamin Edwards Inc
Missouri
$555K +$41.9K +185 +8%
TSWM
1729
Triangle Securities Wealth Management
North Carolina
$555K -$14.9K -66 -3%
MJP
1730
Michael J. Puzo
$554K -$47.5K -210 -8%
SHGA
1731
Sand Hill Global Advisors
California
$554K -$2.49K -11 -0.4%
B
1732
Bellecapital
Switzerland
$552K – – –
CST
1733
Charles Schwab Trust
Nevada
$550K +$22.6K +100 +4%
LWMG
1734
Levy Wealth Management Group
Pennsylvania
$549K – – –
FDCP
1735
Foster Dykema Cabot & Partners
Massachusetts
$545K – – –
AWA
1736
Arkadios Wealth Advisors
Georgia
$542K +$98.4K +435 +22%
SSWG
1737
Seven Springs Wealth Group
Tennessee
$542K -$679 -3 -0.1%
EFMC
1738
Empire Financial Management Company
New York
$541K – – –
MFG
1739
MidWestOne Financial Group
Iowa
$541K -$11.5K -51 -2%
FFA
1740
First Foundation Advisors
California
$540K -$192K -848 -26%
CP
1741
Canopy Partners
Ohio
$539K -$8.15K -36 -1%
WMA
1742
Wealth Management Associates
New Jersey
$538K – – –
BFA
1743
Bill Few Associates
Pennsylvania
$537K +$9.28K +41 +2%
TIA
1744
Traphagen Investment Advisors
New Jersey
$537K +$452 +2 +0.1%
HWA
1745
HHM Wealth Advisors
Tennessee
$537K -$6.34K -28 -1%
GWM
1746
GDS Wealth Management
Texas
$536K -$4.07K -18 -0.8%
HC
1747
Hara Capital
Washington
$535K – – –
ACM
1748
Armbruster Capital Management
New York
$534K +$679 +3 +0.1%
MF
1749
Montis Financial
Massachusetts
$533K -$385K -1,700 -42%
RWM
1750
Refined Wealth Management
Utah
$532K +$5.66K +25 +1%
68 69
70
71 72