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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
RMF
1801
Red Mountain Financial
Colorado
$561K +$10.9K +45 +2%
DI
1802
DAGCO Inc
Ohio
$560K +$485 +2 +0.1%
CB
1803
Chris Bulman
California
$559K +$14.1K +58 +3%
MAM
1804
Mystic Asset Management
Rhode Island
$558K
TFA
1805
Trinity Financial Advisors
Ohio
$557K +$242 +1 +0%
SAG
1806
SageView Advisory Group
California
$557K -$414K -1,709 -43%
VAS
1807
Vestmark Advisory Solutions
Massachusetts
$556K +$105K +434 +24%
HIC
1808
Harvey Investment Company
Kentucky
$555K
SFS
1809
Stiles Financial Services
Minnesota
$555K +$10.2K +42 +2%
HCM
1810
Hengehold Capital Management
Ohio
$554K
MMHP
1811
Murphy Middleton Hinkle & Parker
Georgia
$551K +$10.2K +42 +2%
V
1812
VeraBank
Texas
$547K -$2.67K -11 -0.5%
CWM
1813
CarsonAllaria Wealth Management
Illinois
$545K -$32.7K -135 -6%
CFG
1814
Cooper Financial Group
California
$545K -$4.12K -17 -0.8%
JAFL
1815
Jay A. Fishman Ltd
Michigan
$545K
GWM
1816
GDS Wealth Management
Texas
$544K -$39.3K -162 -7%
BONH
1817
Bank of New Hampshire
New Hampshire
$544K
LWM
1818
LJI Wealth Management
Indiana
$543K +$16.5K +68 +3%
SPWM
1819
Schrum Private Wealth Management
Florida
$542K +$97K +400 +22%
AIP
1820
Almanack Investment Partners
Pennsylvania
$540K -$5.33K -22 -1%
GA
1821
Geller Advisors
New York
$540K -$264K -1,090 -33%
SWM
1822
SeaCrest Wealth Management
New York
$540K +$22.8K +94 +4%
SF
1823
Symphony Financial
Texas
$539K +$8.24K +34 +2%
CCA
1824
Childress Capital Advisors
Texas
$538K -$1.94K -8 -0.4%
UAML
1825
US Asset Management LLC
Pennsylvania
$538K

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.