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Union Pacific

2,607 hedge funds and large institutions have $119B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,019 increasing their positions, 982 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 96

8% more capital invested

Capital invested by funds: $110B → $119B (+$9.09B)

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

2% more funds holding

Funds holding: 2,5622,607 (+45)

4% more repeat investments, than reductions

Existing positions increased: 1,019 | Existing positions reduced: 982

1% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.22B

0.18% less ownership

Funds ownership: 79.68%79.49% (-0.18%)

Holders
2,607
Holders Change
+45
Holders Change %
+1.76%
% of All Funds
37.43%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.76%
New
175
Increased
1,019
Reduced
982
Closed
96
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
1751
HTLF Bank
Colorado
$605K -$97.5K -402 -14%
B
1752
Bellecapital
Switzerland
$603K +$2.42K +10 +0.4%
OWP
1753
ORG Wealth Partners
Texas
$602K +$592K +2,441 New
CMS
1754
Capital Market Strategies
Florida
$601K -$8.97K -37 -1%
AA
1755
Axiom Advisory
California
$601K +$16K +66 +3%
RWA
1756
Roberts Wealth Advisors
California
$601K +$51.4K +212 +9%
CST
1757
Charles Schwab Trust
Nevada
$600K
ICM
1758
IMS Capital Management
Oregon
$600K
OWA
1759
Opal Wealth Advisors
New York
$599K -$19.4K -80 -3%
HPM
1760
Hoxton Planning & Management
West Virginia
$597K -$17.9K -74 -3%
GAMC
1761
Garner Asset Management Corp
Texas
$597K +$20.6K +85 +4%
LAM
1762
L2 Asset Management
Massachusetts
$595K +$19.6K +81 +3%
EFG
1763
Everhart Financial Group
Ohio
$593K +$89.7K +370 +18%
FW
1764
FullCircle Wealth
Texas
$592K +$8K +33 +1%
LI
1765
LRI Investments
Florida
$592K +$424K +1,747 +228%
SSWG
1766
Seven Springs Wealth Group
Tennessee
$590K
SC
1767
Schubert & Co
Texas
$590K +$1.21K +5 +0.2%
CFMC
1768
Curbstone Financial Management Corp
New Hampshire
$590K -$15.5K -64 -3%
SFMG
1769
Sage Financial Management Group
Virginia
$590K +$581K +2,395 New
EFMC
1770
Empire Financial Management Company
New York
$590K
MFG
1771
MidWestOne Financial Group
Iowa
$589K -$242 -1 -0%
VCM
1772
Versant Capital Management
Arizona
$589K +$80.7K +333 +16%
TIA
1773
Traphagen Investment Advisors
New Jersey
$587K +$2.18K +9 +0.4%
TCBWMS
1774
Texas Capital Bank Wealth Management Services
Texas
$587K +$268K +1,104 +87%
SW
1775
SteelPeak Wealth
California
$586K +$90.9K +375 +19%

UNP Hedge Fund Activity: Q3 2024 in Review

2,607 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2024, worth a combined $119B — up 8.3% from $110B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new UNP positions and 96 closed out — a net gain of 79 holders — while 1,019 added to existing stakes and 982 trimmed.

The largest buyer was DZ Bank, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $344M.

  • 2,607 institutional investors held Union Pacific (UNP) as of Q3 2024, up from 2,562 in Q2 2024.
  • Funds reported $119B of Union Pacific stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 175 funds opened new Union Pacific positions in Q3 2024 and 96 closed out, a net change of +79 holders.
  • The largest Union Pacific buyer in Q3 2024 was DZ Bank, an estimated $818M added.
  • The largest Union Pacific seller in Q3 2024 was Bank of America, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2024.