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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 %
WP
1851
Westmount Partners
California
$377K +$1.83K +9 +0.5%
AW
1852
Avion Wealth
Texas
$377K +$4.07K +20 +1%
CNB
1853
Camden National Bank
Maine
$376K – – –
WPA
1854
West Paces Advisors
Georgia
$375K -$35.4K -174 -9%
RP
1855
Riverwater Partners
Wisconsin
$374K -$8.76K -43 -2%
PSC
1856
Prentiss Smith & Co
Vermont
$372K -$934K -4,585 -71%
WA
1857
Waddell & Associates
Tennessee
$371K – – –
AFS
1858
Annapolis Financial Services
Maryland
$371K -$64.6K -317 -15%
Aristotle Capital Management
1859
Aristotle Capital Management
California
$371K – – –
EWM
1860
Evermay Wealth Management
Virginia
$369K +$19.1K +94 +5%
GAA
1861
Global Assets Advisory
Florida
$369K +$25.5K +125 +7%
PWP
1862
Phillips Wealth Planners
Mississippi
$369K -$1.89K -9 -0.5%
BAM
1863
BOS Asset Management
Illinois
$369K – – –
BFC
1864
Bedel Financial Consulting
Indiana
$369K +$204 +1 +0.1%
SFP
1865
Shepherd Financial Partners
Massachusetts
$368K +$37.5K +184 +11%
CMANY
1866
Capital Management Associates (New York)
New York
$367K – – –
LPAM
1867
Lodestar Private Asset Management
California
$367K -$45.6K -224 -11%
SPWM
1868
Schrum Private Wealth Management
Florida
$367K – – –
CAI
1869
Capital Advisors Inc
Oklahoma
$366K -$5.09K -25 -1%
DLCIG
1870
D.L. Carlson Investment Group
New Hampshire
$366K -$8.76K -43 -2%
LFG
1871
Larson Financial Group
Missouri
$365K +$3.05K +15 +0.8%
NED
1872
Nancy E. Dempze
$364K -$18.3K -90 -5%
GWM
1873
Greenwich Wealth Management
Connecticut
$364K +$1.63K +8 +0.4%
PCP
1874
Proficio Capital Partners
Massachusetts
$364K +$16.5K +81 +5%
VAM
1875
Verity Asset Management
North Carolina
$363K -$5.09K -25 -1%
73 74
75
76 77