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Union Pacific
UNP

Overview Fund Activity

2,588 hedge funds and large institutions have $117B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,015 increasing their positions, 974 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+45
Holders Change %
+1.77%
% 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
0.77%
New
175
Increased
1,015
Reduced
974
Closed
95
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$835M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$355M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$204M
4
Capital World Investors
Capital World Investors
California
+$166M
5
Franklin Resources
Franklin Resources
California
+$153M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$350M
2
SWM
Scissortail Wealth Management
Oklahoma
-$232M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$196M
4
First Trust Advisors
First Trust Advisors
Illinois
-$181M
5
SCP
Soroban Capital Partners
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
1776
Migdal Insurance & Financial Holdings
Israel
$578K – – –
CP
1777
Canopy Partners
Ohio
$576K -$10.8K -44 -2%
SWA
1778
SFMG Wealth Advisors
Texas
$573K +$3.21K +13 +0.6%
TIA
1779
Tiemann Investment Advisors
California
$572K -$35K -142 -6%
AF
1780
Advisornet Financial
Minnesota
$571K +$8.38K +34 +1%
TNAM
1781
Terra Nova Asset Management
New York
$570K +$247 +1 +0%
CCA
1782
Cobblestone Capital Advisors
New York
$570K +$4.68K +19 +0.8%
RMAM
1783
Raab & Moskowitz Asset Management
New Jersey
$568K – – –
HCMT
1784
Highland Capital Management (Tennessee)
Tennessee
$568K – – –
MC
1785
Matisse Capital
Oregon
$565K – – –
FA
1786
Financial Advisors
Massachusetts
$564K – – –
KOMWMG
1787
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$562K – – –
GC
1788
Garde Capital
Washington
$562K – – –
AP
1789
Advisors Preferred
Maryland
$562K +$186K +759 +50%
RMF
1790
Red Mountain Financial
Colorado
$561K +$11.1K +45 +2%
DI
1791
DAGCO Inc
Ohio
$560K +$493 +2 +0.1%
CB
1792
Chris Bulman
California
$559K +$14.3K +58 +3%
MAM
1793
Mystic Asset Management
Rhode Island
$558K – – –
TFA
1794
Trinity Financial Advisors
Ohio
$557K +$248 +1 +0%
SAG
1795
SageView Advisory Group
California
$557K -$421K -1,709 -43%
VAS
1796
Vestmark Advisory Solutions
Massachusetts
$556K +$107K +434 +24%
HIC
1797
Harvey Investment Company
Kentucky
$555K – – –
SFS
1798
Stiles Financial Services
Minnesota
$555K +$10.4K +42 +2%
HCM
1799
Hengehold Capital Management
Ohio
$554K – – –
MMHP
1800
Murphy Middleton Hinkle & Parker
Georgia
$551K +$10.4K +42 +2%
70 71
72
73 74