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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 %
KFI
1876
Key Financial Inc
Pennsylvania
$463K – – –
AFT
1877
Alpha Family Trust
California
$462K +$176K +715 +61%
DAM
1878
Delta Asset Management
Tennessee
$462K – – –
MCM
1879
Mendel Capital Management
Arkansas
$461K +$28K +114 +6%
MAM
1880
Marotta Asset Management
Virginia
$460K -$158K -645 -26%
WA
1881
Waddell & Associates
Tennessee
$460K +$12.3K +50 +3%
TC
1882
Trust Company
Kansas
$458K -$7.12K -29 -2%
HCMG
1883
Howard Capital Management Group
California
$455K – – –
FA
1884
Fortis Advisors
Pennsylvania
$454K +$30.7K +125 +7%
AFS
1885
Annapolis Financial Services
Maryland
$454K +$6.88K +28 +2%
VAM
1886
Verity Asset Management
North Carolina
$453K +$15K +61 +3%
EIG
1887
Ellenbecker Investment Group
Wisconsin
$453K +$71.5K +291 +19%
EWM
1888
Evermay Wealth Management
Virginia
$453K +$7.37K +30 +2%
VAS
1889
Vestmark Advisory Solutions
Massachusetts
$452K -$5.16K -21 -1%
CNB
1890
Camden National Bank
Maine
$451K -$1.72K -7 -0.4%
SFP
1891
Shepherd Financial Partners
Massachusetts
$451K +$7.12K +29 +2%
SCP
1892
Stevens Capital Partners
Nebraska
$450K -$15.7K -64 -3%
FCG
1893
Financial Connections Group
California
$450K +$450K +1,833 New
BB
1894
Burford Brothers
Texas
$450K +$450K +1,832 New
PSC
1895
Prentiss Smith & Co
Vermont
$449K – – –
CWG
1896
Cornerstone Wealth Group
North Carolina
$449K +$36.1K +147 +9%
SB
1897
Strategic Blueprint
Georgia
$447K -$510K -2,075 -53%
Aristotle Capital Management
1898
Aristotle Capital Management
California
$447K – – –
WA
1899
WealthTrust Axiom
Pennsylvania
$446K -$94.4K -384 -17%
CSB
1900
City State Bank
Iowa
$446K -$25.6K -104 -5%
74 75
76
77 78