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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 %
BWFA
1826
Baltimore-Washington Financial Advisors
Maryland
$525K +$525K +2,131 New
SXL
1827
Summit X LLC
Missouri
$524K +$36K +159 +7%
LGA
1828
Lebenthal Global Advisors
New York
$524K +$73.5K +298 +16%
SBIA
1829
Sheaff Brock Investment Advisors
Indiana
$521K – – –
FWM
1830
Forza Wealth Management
Florida
$521K – – –
FCCM
1831
First City Capital Management
Georgia
$520K +$1.48K +6 +0.3%
CCG
1832
Catalina Capital Group
California
$519K +$65.1K +264 +14%
QPW
1833
Quantum Private Wealth
Florida
$517K – – –
GWM
1834
Greenwich Wealth Management
Connecticut
$515K +$55K +223 +12%
WWP
1835
Waypoint Wealth Partners
California
$514K +$514K +2,086 New
1WM
1836
1900 Wealth Management
Texas
$514K -$1.23K -5 -0.2%
HCA
1837
Heck Capital Advisors
Wisconsin
$513K -$14K -57 -3%
AA
1838
Addison Advisors
Vermont
$512K +$68K +276 +15%
EWM
1839
Evermay Wealth Management
Virginia
$510K +$22.2K +90 +5%
BCM
1840
BTC Capital Management
Iowa
$509K -$24.6K -100 -5%
FWTB
1841
First Western Trust Bank
Colorado
$507K -$2.22K -9 -0.4%
SFS
1842
Sharp Financial Services
Pennsylvania
$507K +$11.3K +46 +2%
SDWIA
1843
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$506K -$9.12K -37 -2%
AW
1844
Avion Wealth
Texas
$504K +$11.3K +46 +2%
OPPS
1845
Obsidian Personal Planning Solutions
Maryland
$502K -$7.43K -32 -1%
TPW
1846
Talon Private Wealth
Florida
$501K +$501K +2,034 New
NCTC
1847
New Covenant Trust Company
Indiana
$501K +$123K +505 +33%
GA
1848
Greenhaven Associates
New York
$501K – – –
EFG
1849
Embree Financial Group
Illinois
$501K +$1.97K +8 +0.4%
XS
1850
XR Securities
Illinois
$500K -$24.6K -100 -5%
72 73
74
75 76