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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 %
RWM
1751
Refined Wealth Management
Utah
$571K +$2.95K +12 +0.5%
BFA
1752
Bill Few Associates
Pennsylvania
$571K +$39.3K +160 +7%
SI
1753
Saxon Interests
Texas
$571K +$571K +2,324 New
DS
1754
DRW Securities
Illinois
$571K +$571K +2,324 New
HCM
1755
Hengehold Capital Management
Ohio
$570K +$246 +1 +0%
BWM
1756
BCS Wealth Management
Tennessee
$569K – – –
TNAM
1757
Terra Nova Asset Management
New York
$567K -$93.8K -382 -14%
SWA
1758
SFMG Wealth Advisors
Texas
$566K -$62.1K -253 -10%
MC
1759
Matisse Capital
Oregon
$564K +$1.72K +7 +0.3%
EL
1760
Essex LLC
Illinois
$564K -$27K -110 -5%
HIG
1761
Heritage Investment Group
Florida
$564K +$1.72K +7 +0.3%
CP
1762
Canopy Partners
Ohio
$564K +$564K +2,295 New
PWMG
1763
Provence Wealth Management Group
California
$563K +$78.6K +320 +16%
JF
1764
Joule Financial
Kentucky
$563K +$20.4K +83 +4%
EFG
1765
Ethos Financial Group
Pennsylvania
$561K -$128K -520 -19%
GI
1766
Gradient Investments
Minnesota
$561K -$18.9M -76,935 -97%
KCPG
1767
Kavar Capital Partners Group
Kansas
$561K +$280K +1,141 +100%
CG
1768
Corundum Group
Colorado
$560K +$4.18K +17 +0.8%
HF
1769
HRT Financial
New York
$560K -$6.63M -27,013 -92%
MAM
1770
Mystic Asset Management
Rhode Island
$556K – – –
FWTB
1771
First Western Trust Bank
Colorado
$555K -$90.1K -367 -14%
RMAM
1772
Raab & Moskowitz Asset Management
New Jersey
$554K -$17.2K -70 -3%
SQA
1773
Simon Quick Advisors
New Jersey
$554K +$48.6K +198 +10%
SC
1774
SRB Corp
Massachusetts
$553K +$37.3K +152 +7%
HIC
1775
Harvey Investment Company
Kentucky
$553K – – –
69 70
71
72 73