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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 %
VIP
1826
Vista Investment Partners
Oklahoma
$499K +$499K +2,030 New
VCM
1827
Vivaldi Capital Management
Illinois
$495K +$93.3K +380 +23%
RWM
1828
Reston Wealth Management
Virginia
$495K +$6.88K +28 +1%
Members Trust
1829
Members Trust
Florida
$494K +$24.6K +100 +5%
SC
1830
Solstein Capital
California
$493K – – –
SIM
1831
SSI Investment Management
California
$493K -$1.47K -6 -0.3%
APA
1832
Astoria Portfolio Advisors
New York
$492K -$289K -1,157 -37%
PWP
1833
Phillips Wealth Planners
Mississippi
$492K +$75K +315 +18%
JAFL
1834
Jay A. Fishman Ltd
Michigan
$491K – – –
CLOS
1835
Compagnie Lombard Odier SCmA
Switzerland
$491K – – –
LFA
1836
LGT Financial Advisors
Texas
$491K – – –
SW
1837
SkyOak Wealth
Michigan
$491K – – –
LGF
1838
LGT Group Foundation
Liechtenstein
$489K – – –
Koshinski Asset Management
1839
Koshinski Asset Management
Illinois
$488K -$1.01M -4,122 -67%
DA
1840
Detalus Advisors
Missouri
$487K -$6.39K -26 -1%
LFG
1841
Larson Financial Group
Missouri
$487K +$47.2K +192 +11%
HP
1842
Holistic Planning
Texas
$487K +$487K +1,982 New
DIM
1843
Delta Investment Management
California
$486K -$765K -3,114 -61%
HBWM
1844
Hollow Brook Wealth Management
New York
$486K – – –
ISWM
1845
Independent Solutions Wealth Management
New York
$486K -$132K -537 -21%
PWM
1846
PBMares Wealth Management
Virginia
$486K +$1.47K +6 +0.3%
QPW
1847
Quantum Private Wealth
Florida
$485K – – –
RMF
1848
Red Mountain Financial
Colorado
$485K +$485K +1,975 New
AW
1849
Avion Wealth
Texas
$484K +$28.8K +117 +6%
EA
1850
Eclectic Associates
California
$483K -$20.6K -84 -4%
72 73
74
75 76