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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 %
IA
1876
IFG Advisory
Georgia
$363K +$363K +1,780 New
AMBIA
1877
Allen Mooney & Barnes Investment Advisors
Georgia
$362K +$13.2K +65 +4%
CAC
1878
Certified Advisory Corp
Florida
$362K +$329K +16,235 +996%
RFA
1879
RTD Financial Advisors
Pennsylvania
$362K +$204 +1 +0.1%
BS
1880
Bessemer Securities
New York
$361K -$142K -700 -28%
SGCA
1881
Steel Grove Capital Advisors
Tennessee
$359K -$1.43K -7 -0.4%
MCM
1882
Mendel Capital Management
Arkansas
$359K +$204 +1 +0.1%
LAM
1883
L2 Asset Management
Massachusetts
$358K -$3.07M -1,415 -90%
GI
1884
GAMCO Investors
Connecticut
$358K +$358K +1,759 New
MKC
1885
M. Kraus & Co
Vermont
$358K -$11.4K -56 -3%
LOIP
1886
Live Oak Investment Partners
Texas
$357K -$400K – –
PG
1887
Patten Group
Tennessee
$356K – – –
DCBT
1888
Dakota Community Bank & Trust
North Dakota
$356K -$10.4K -51 -3%
HC
1889
Hamilton Capital
Ohio
$356K +$22K +108 +7%
AF
1890
Affiance Financial
Minnesota
$353K -$1.43K -7 -0.4%
IGWM
1891
ICA Group Wealth Management
Colorado
$353K -$15.7K -77 -4%
AWS
1892
Arkfeld Wealth Strategies
Nebraska
$352K – – –
WPWM
1893
Western Pacific Wealth Management
Illinois
$352K -$10.2K -50 -3%
FA
1894
Fortis Advisors
Pennsylvania
$351K +$122K +600 +53%
BCB
1895
Brian C. Broderick
$350K – – –
GWM
1896
GSB Wealth Management
Connecticut
$350K +$611 +3 +0.2%
RW
1897
Rede Wealth
Virginia
$350K +$6.11K +30 +2%
GF
1898
Gabelli Funds
New York
$350K +$350K +1,720 New
AWA
1899
Acorn Wealth Advisors
Michigan
$350K -$1.02K -5 -0.3%
CA
1900
Cortland Associates
Missouri
$350K – – –
74 75
76
77 78