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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 %
SPWG
1926
Sage Private Wealth Group
Illinois
$333K -$1.83K -9 -0.5%
RAG
1927
RIA Advisory Group
Iowa
$333K +$204 +1 +0.1%
CC
1928
Centiva Capital
New York
$332K -$1.53M -7,508 -82%
GAM
1929
Gould Asset Management
California
$332K – – –
KA
1930
Kovack Advisors
Florida
$332K -$1.22K -6 -0.4%
PSCM
1931
Per Stirling Capital Management
Texas
$332K -$24K -118 -7%
RRA
1932
Round Rock Advisors
Connecticut
$331K -$407 -2 -0.1%
BB
1933
Bell Bank
North Dakota
$330K +$48.9K +240 +17%
WFI
1934
West Family Investments
California
$330K +$3.26K +16 +1%
MFG
1935
Midwest Financial Group
Kansas
$328K – – –
WG
1936
Welch Group
Alabama
$327K +$815 +4 +0.2%
TF
1937
Tompkins Financial
New York
$327K -$9.57K -47 -3%
IFU
1938
iSAM Funds (UK)
United Kingdom
$327K +$327K +1,605 New
BHA
1939
Beech Hill Advisors
New York
$326K -$9.37K -46 -3%
AA
1940
Alta Advisers
United Kingdom
$326K – – –
GLLW
1941
Graves Light Lenhart Wealth
Virginia
$326K -$42.5K -210 -12%
AWM
1942
Avaii Wealth Management
Wisconsin
$325K +$8.96K +44 +3%
FAM
1943
Fenimore Asset Management
New York
$323K -$1.02K -5 -0.3%
DA
1944
Doliver Advisors
Texas
$321K -$7.33K -36 -2%
AC
1945
ASB Consultores
Florida
$320K -$133K -653 -29%
RIA
1946
Regal Investment Advisors
Michigan
$320K -$16.7K -82 -5%
PP
1947
Pacifica Partners
Canada
$319K -$10K -50 -3%
CIS
1948
Connors Investor Services
Pennsylvania
$319K – – –
FCA
1949
FLC Capital Advisors
California
$317K – – –
EBSAM
1950
Eubel Brady & Suttman Asset Management
Ohio
$317K – – –
76 77
78
79 80