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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 %
GWM
1926
GSB Wealth Management
Connecticut
$423K +$246 +1 +0.1%
CFG
1927
Cooper Financial Group
California
$422K +$422K +1,718 New
PIM
1928
Plato Investment Management
Australia
$422K +$422K +1,718 New
TWM
1929
TriaGen Wealth Management
California
$422K +$16.5K +67 +4%
AWA
1930
Acorn Wealth Advisors
Michigan
$422K -$737 -3 -0.2%
CPA
1931
Cardiff Park Advisors
California
$421K – – –
RP
1932
Riverwater Partners
Wisconsin
$420K -$31.9K -130 -7%
PGAM
1933
Princeton Global Asset Management
New Jersey
$419K +$50.8K +207 +14%
CAC
1934
Certified Advisory Corp
Florida
$419K -$3.97M -16,160 -90%
WPWM
1935
Western Pacific Wealth Management
Illinois
$418K -$5.9K -24 -1%
TNA
1936
True North Advisors
Texas
$418K -$37.3K -152 -8%
PAM
1937
Paradigm Asset Management
New York
$418K – – –
TPW
1938
Transatlantique Private Wealth
New York
$418K – – –
TPWA
1939
TRUE Private Wealth Advisors
Oregon
$417K +$1.47K +6 +0.4%
CW
1940
Channel Wealth
California
$416K +$416K +1,695 New
RW
1941
Rede Wealth
Virginia
$415K -$7.61K -31 -2%
AWM
1942
Accurate Wealth Management
Florida
$414K -$79.7K -337 -16%
RCG
1943
Regatta Capital Group
California
$414K +$3.44K +14 +0.8%
RFA
1944
RTD Financial Advisors
Pennsylvania
$414K -$22.6K -92 -5%
NFC
1945
Northeast Financial Consultants
Connecticut
$410K – – –
SN
1946
Sittner & Nelson
Oregon
$410K +$5.65K +23 +1%
ATWA
1947
Arbor Trust Wealth Advisors
Michigan
$410K – – –
FAM
1948
Formidable Asset Management
Ohio
$409K -$5.9K -24 -1%
CAM
1949
Covenant Asset Management
New Jersey
$407K +$407K +1,655 New
HCM
1950
Hollencrest Capital Management
California
$405K – – –
76 77
78
79 80