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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 %
SMH
1751
Sanders Morris Harris
Texas
$532K – – –
CWM
1752
CarsonAllaria Wealth Management
Illinois
$531K – – –
MIFH
1753
Migdal Insurance & Financial Holdings
Israel
$531K – – –
SFWC
1754
Strategic Family Wealth Counselors
New Jersey
$530K – – –
GAMC
1755
Garner Asset Management Corp
Texas
$529K -$453 -2 -0.1%
LAM
1756
L2 Asset Management
Massachusetts
$528K +$47.5K +210 +10%
SWA
1757
SFMG Wealth Advisors
Texas
$523K +$1.13K +5 +0.2%
TNAM
1758
Terra Nova Asset Management
New York
$523K +$226 +1 +0%
RMAM
1759
Raab & Moskowitz Asset Management
New Jersey
$522K -$8.15K -36 -2%
HCMT
1760
Highland Capital Management (Tennessee)
Tennessee
$522K -$1.81K -8 -0.3%
NJIM
1761
Nabity-Jensen Investment Management
Nebraska
$519K +$30.1K +133 +6%
CCA
1762
Cobblestone Capital Advisors
New York
$519K +$226 +1 +0%
MC
1763
Matisse Capital
Oregon
$518K – – –
HIG
1764
Heritage Investment Group
Florida
$518K – – –
FA
1765
Financial Advisors
Massachusetts
$517K -$13.4K -59 -3%
AF
1766
Advisornet Financial
Minnesota
$517K -$41.6K -184 -7%
KOMWMG
1767
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$516K -$11.8K -52 -2%
GC
1768
Garde Capital
Washington
$516K – – –
DI
1769
DAGCO Inc
Ohio
$514K -$16.3K -72 -3%
RWA
1770
Roberts Wealth Advisors
California
$514K – – –
MAM
1771
Mystic Asset Management
Rhode Island
$512K – – –
HFA
1772
Harbert Fund Advisors
Alabama
$509K -$424K -1,875 -45%
HIC
1773
Harvey Investment Company
Kentucky
$509K – – –
HCM
1774
Hengehold Capital Management
Ohio
$509K – – –
TFA
1775
Trinity Financial Advisors
Ohio
$509K – – –
69 70
71
72 73