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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 %
BBA
1801
BLB&B Advisors
Pennsylvania
$416K -$33K -162 -7%
GA
1802
Greenhaven Associates
New York
$414K – – –
AFC
1803
AFT Forsyth & Company
Florida
$411K – – –
SIM
1804
SSI Investment Management
California
$410K -$4.07K -20 -1%
DA
1805
Detalus Advisors
Missouri
$409K -$5.09K -25 -1%
SC
1806
Solstein Capital
California
$409K -$24.4K -120 -6%
JAFL
1807
Jay A. Fishman Ltd
Michigan
$407K – – –
CLOS
1808
Compagnie Lombard Odier SCmA
Switzerland
$407K – – –
BCM
1809
Bornite Capital Management
New York
$407K – – –
LFA
1810
LGT Financial Advisors
Texas
$407K – – –
SW
1811
SkyOak Wealth
Michigan
$407K -$150K -738 -27%
CWM
1812
C2C Wealth Management
Arizona
$405K – – –
SXL
1813
Summit X LLC
Missouri
$405K -$57.5K -282 -12%
RWM
1814
Reston Wealth Management
Virginia
$405K +$407 +2 +0.1%
HBWM
1815
Hollow Brook Wealth Management
New York
$403K – – –
LGF
1816
LGT Group Foundation
Liechtenstein
$402K -$1.57M -7,750 -80%
QPW
1817
Quantum Private Wealth
Florida
$402K – – –
FTWA
1818
Fifth Third Wealth Advisors
Ohio
$402K +$402K +1,974 New
PWMG
1819
Provence Wealth Management Group
California
$402K +$85.1K +418 +27%
EP
1820
Edgestream Partners
New Jersey
$402K +$402K +1,972 New
PWM
1821
PBMares Wealth Management
Virginia
$402K +$42.8K +210 +12%
PPP
1822
Private Portfolio Partners
New Jersey
$398K -$1.22K -6 -0.3%
CCA
1823
Childress Capital Advisors
Texas
$397K +$397K +1,868 New
BWM
1824
Birchcreek Wealth Management
Ohio
$397K +$7.74K +38 +2%
KAM
1825
KEB Asset Management
Illinois
$396K – – –
71 72
73
74 75