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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 %
PPP
1851
Private Portfolio Partners
New Jersey
$483K +$2.7K +11 +0.6%
PCP
1852
Proficio Capital Partners
Massachusetts
$482K +$43.5K +177 +10%
WCM
1853
Whitener Capital Management
North Carolina
$482K +$482K +1,963 New
SDAM
1854
Shulman DeMeo Asset Management
New York
$481K -$33.7K -137 -7%
WIA
1855
World Investment Advisors
California
$481K +$481K +1,960 New
WP
1856
Westmount Partners
California
$481K +$26.3K +107 +6%
LAM
1857
L2 Asset Management
Massachusetts
$480K +$440K +1,790 +1,085%
AFC
1858
AFT Forsyth & Company
Florida
$480K -$16K -65 -3%
SMH
1859
Sanders Morris Harris
Texas
$479K -$65.8K -275 -12%
WA
1860
Wambolt & Associates
Colorado
$479K -$106K -432 -18%
KAM
1861
KEB Asset Management
Illinois
$477K – – –
PCI
1862
Planning Center Inc
Illinois
$477K +$3.68K +15 +0.8%
MWM
1863
Modern Wealth Management
Kansas
$477K +$477K +1,941 New
SIC
1864
Samalin Investment Counsel
New York
$475K +$6.14K +25 +1%
WCA
1865
Waypoint Capital Advisors
Minnesota
$474K -$38.6K -157 -8%
BWM
1866
Birchcreek Wealth Management
Ohio
$474K -$4.91K -20 -1%
RIA
1867
Richwood Investment Advisors
Ohio
$473K – – –
GSIS
1868
Global Strategic Investment Solutions
Arizona
$472K +$8.11K +33 +2%
CWM
1869
Calamos Wealth Management
Illinois
$470K -$1.23K -5 -0.3%
DLCIG
1870
D.L. Carlson Investment Group
New Hampshire
$469K +$18.5K +74 +4%
BBA
1871
BLB&B Advisors
Pennsylvania
$465K -$35.9K -146 -7%
BDF
1872
Black Diamond Financial
Maryland
$465K -$7.12K -29 -2%
AIM
1873
Achmea Investment Management
Netherlands
$465K +$465K +1,894 New
WPA
1874
West Paces Advisors
Georgia
$463K +$10.6K +43 +2%
NAM
1875
NTV Asset Management
West Virginia
$463K – – –
73 74
75
76 77