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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 %
TFA
1776
Trinity Financial Advisors
Ohio
$552K – – –
SJIM
1777
St. Johns Investment Management
Florida
$552K -$15.5K -63 -3%
KMWM
1778
Keudell/Morrison Wealth Management
Oregon
$551K +$14.5K +59 +3%
LA
1779
Legacy Advisors
Pennsylvania
$550K +$74.2K +302 +16%
LWM
1780
LJI Wealth Management
Indiana
$548K -$1.47K -6 -0.3%
SP
1781
Successful Portfolios
Florida
$548K +$12.3K +50 +2%
BONH
1782
Bank of New Hampshire
New Hampshire
$547K – – –
DI
1783
Diligent Investors
California
$546K +$17.7K +72 +3%
MIC
1784
Meridian Investment Counsel
California
$545K – – –
VCM
1785
Versant Capital Management
Arizona
$542K -$1.72K -7 -0.3%
KA
1786
Klingman & Associates
New York
$541K -$25.3K -103 -4%
MMHP
1787
Murphy Middleton Hinkle & Parker
Georgia
$538K – – –
Connor, Clark & Lunn Investment Management (CC&L)
1788
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$538K +$234K +953 +77%
EA
1789
Evolution Advisers
Virginia
$537K -$28.2K -116 -5%
EFG
1790
Embree Financial Group
Illinois
$537K +$537K +2,185 New
WAP
1791
Wealthcare Advisory Partners
Pennsylvania
$533K +$15.7K +64 +3%
AC
1792
Avestar Capital
New York
$532K +$178K +723 +50%
NJIM
1793
Nabity-Jensen Investment Management
Nebraska
$531K +$531K +2,162 New
HR
1794
Hardy Reed
Mississippi
$530K +$70.7K +288 +15%
SCM
1795
Steele Capital Management
Iowa
$530K +$530K +2,157 New
FCIM
1796
Fairview Capital Investment Management
California
$529K – – –
AA
1797
Advisory Alpha
Michigan
$527K +$65.8K +268 +14%
SMA
1798
Sage Mountain Advisors
Georgia
$527K +$26K +106 +5%
FSC
1799
Full Sail Capital
Oklahoma
$526K +$217K +882 +70%
CCA
1800
Childress Capital Advisors
Texas
$525K +$65.8K +268 +14%
70 71
72
73 74