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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 %
BFA
1776
Bill Few Associates
Pennsylvania
$441K – – –
BCM
1777
BTC Capital Management
Iowa
$441K – – –
CPRC
1778
Consolidated Portfolio Review Corp
New York
$439K +$13K +64 +3%
MIC
1779
Means Investment Company
Maine
$439K -$12.6K -62 -3%
FCIM
1780
Fairview Capital Investment Management
California
$439K – – –
DI
1781
Diligent Investors
California
$438K +$2.24K +11 +0.5%
FWM
1782
Forza Wealth Management
Florida
$431K – – –
TSS
1783
Two Sigma Securities
New York
$431K +$46.4K +228 +12%
FIA
1784
Foundations Investment Advisors
Arizona
$431K +$77.8K +382 +22%
AFG
1785
AFS Financial Group
Maryland
$429K -$47K -231 -10%
MIM
1786
Morningstar Investment Management
Illinois
$429K – – –
WAP
1787
Wealthcare Advisory Partners
Pennsylvania
$429K -$39.9K -196 -9%
AIP
1788
Almanack Investment Partners
Pennsylvania
$428K – – –
SC
1789
SRB Corp
Massachusetts
$428K -$26.1K -128 -6%
JF
1790
Jump Financial
Illinois
$428K -$4.04M -19,831 -90%
SDAM
1791
Shulman DeMeo Asset Management
New York
$427K -$12.6K -62 -3%
WCA
1792
Waypoint Capital Advisors
Minnesota
$425K -$23.4K -115 -5%
MFS
1793
Madrona Financial Services
Washington
$423K +$87.6K +430 +26%
CAG
1794
Csenge Advisory Group
Florida
$421K -$46.6K -229 -10%
PVM
1795
Palogic Value Management
Texas
$420K +$10.8K +53 +3%
SQA
1796
Simon Quick Advisors
New Jersey
$419K +$94.7K +465 +29%
PCA
1797
Pallas Capital Advisors
Massachusetts
$419K +$419K +2,034 New
EA
1798
Eclectic Associates
California
$418K -$10.4K -51 -2%
FHA
1799
Flagship Harbor Advisors
Massachusetts
$417K -$23.4K -115 -5%
SMA
1800
Sage Mountain Advisors
Georgia
$416K +$13.4K +66 +3%
70 71
72
73 74