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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 %
PIA
1751
Perennial Investment Advisors
California
$463K +$204 +1 +0%
MAM
1752
Mystic Asset Management
Rhode Island
$461K – – –
CG
1753
Corundum Group
Colorado
$461K -$33K -162 -7%
AC
1754
Allstate Corporation
Illinois
$461K – – –
SMH
1755
Sanders Morris Harris
Texas
$459K – – –
CCMG
1756
Clark Capital Management Group
Pennsylvania
$459K -$15.1K -74 -3%
HIC
1757
Harvey Investment Company
Kentucky
$458K – – –
TFA
1758
Trinity Financial Advisors
Ohio
$458K – – –
EWA
1759
EverSource Wealth Advisors
Alabama
$458K +$40.7K +200 +10%
LWM
1760
LJI Wealth Management
Indiana
$456K -$19.1K -94 -4%
LC
1761
Lindbrook Capital
California
$453K -$31.8K -156 -7%
BONH
1762
Bank of New Hampshire
New Hampshire
$453K – – –
MIC
1763
Meridian Investment Counsel
California
$451K – – –
VCM
1764
Versant Capital Management
Arizona
$451K +$1.43K +7 +0.3%
JF
1765
Joule Financial
Kentucky
$450K -$2.04K -10 -0.5%
SDWIA
1766
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$450K +$4.28K +21 +1%
WA
1767
WealthTrust Axiom
Pennsylvania
$448K – – –
SSG
1768
Summit Securities Group
New York
$448K +$184K +902 +69%
WBC
1769
Westpac Banking Corp
Australia
$448K -$3.6M -17,666 -89%
MAM
1770
McLean Asset Management
Virginia
$447K +$10.3K +50 +2%
MMHP
1771
Murphy Middleton Hinkle & Parker
Georgia
$446K -$122K -600 -21%
KMWM
1772
Keudell/Morrison Wealth Management
Oregon
$445K +$55.6K +273 +14%
SP
1773
Successful Portfolios
Florida
$444K +$1.43K +7 +0.3%
CCIA
1774
Campbell & Co Investment Adviser
Maryland
$442K -$25.3K -124 -5%
AWM
1775
Accurate Wealth Management
Florida
$441K -$2.12M -10,031 -83%
69 70
71
72 73