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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 %
AF
1901
Advisornet Financial
Minnesota
$350K -$44.2K -217 -11%
CPA
1902
Cardiff Park Advisors
California
$349K – – –
ATC
1903
Adirondack Trust Company
New York
$347K – – –
MHR
1904
Matthew Hamilton Rosenberg
$346K +$40.7K +200 +13%
VI
1905
Versor Investments
New York
$346K -$74.9K -368 -18%
PAM
1906
Paradigm Asset Management
New York
$346K – – –
TPW
1907
Transatlantique Private Wealth
New York
$346K – – –
FFA
1908
Founders Financial Alliance
North Carolina
$345K +$37.5K +184 +12%
TPWA
1909
TRUE Private Wealth Advisors
Oregon
$344K +$93.3K +458 +37%
FAM
1910
Formidable Asset Management
Ohio
$344K +$22.2K +109 +7%
NAS
1911
Nicolet Advisory Services
Wisconsin
$343K -$74.4K -368 -18%
CWG
1912
Cornerstone Wealth Group
North Carolina
$342K +$11.8K +58 +4%
RCG
1913
Regatta Capital Group
California
$341K +$9.37K +46 +3%
NFC
1914
Northeast Financial Consultants
Connecticut
$340K – – –
ATWA
1915
Arbor Trust Wealth Advisors
Michigan
$340K -$10.2K -50 -3%
HIP
1916
HUB Investment Partners
Texas
$338K +$18.1K +89 +6%
BFAG
1917
Blackston Financial Advisory Group
Florida
$337K +$15.7K +77 +5%
TWM
1918
TriaGen Wealth Management
California
$336K -$20.4K -100 -6%
FBFS
1919
First Business Financial Services
Wisconsin
$336K +$17.1K +84 +5%
HCM
1920
Hollencrest Capital Management
California
$336K – – –
SN
1921
Sittner & Nelson
Oregon
$335K +$7.33K +36 +2%
D
1922
Dentgroup
Louisiana
$334K +$1.22K +6 +0.4%
MS
1923
Madden Securities
Texas
$334K – – –
VAG
1924
VisionPoint Advisory Group
Texas
$333K +$234K +1,149 +235%
VCM
1925
Vivaldi Capital Management
Illinois
$333K +$10.6K +52 +3%
75 76
77
78 79