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Union Pacific

2,607 hedge funds and large institutions have $119B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,019 increasing their positions, 982 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 96

8% more capital invested

Capital invested by funds: $110B → $119B (+$9.09B)

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

2% more funds holding

Funds holding: 2,5622,607 (+45)

4% more repeat investments, than reductions

Existing positions increased: 1,019 | Existing positions reduced: 982

1% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.22B

0.18% less ownership

Funds ownership: 79.68%79.49% (-0.18%)

Holders
2,607
Holders Change
+45
Holders Change %
+1.76%
% of All Funds
37.43%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.76%
New
175
Increased
1,019
Reduced
982
Closed
96
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1926
Callan Capital
California
$449K +$111K +458 +34%
Aristotle Capital Management
1927
Aristotle Capital Management
California
$449K
BFC
1928
Bedel Financial Consulting
Indiana
$448K +$1.21K +5 +0.3%
TGAM
1929
TBH Global Asset Management
Tennessee
$448K +$485 +2 +0.1%
SAI
1930
Savvy Advisors Inc
New York
$446K +$113K +464 +34%
PIM
1931
Plato Investment Management
Australia
$446K +$24.2K +100 +6%
VCM
1932
Vivaldi Capital Management
Illinois
$445K +$9.94K +41 +2%
BC
1933
Belmont Capital
California
$444K
HGERS
1934
Householder Group Estate & Retirement Specialist
Arizona
$443K -$226K -930 -34%
WG
1935
Wealth Group
North Carolina
$442K -$90.9K -375 -17%
HI
1936
Hudock Inc
Pennsylvania
$440K
TWM
1937
Trueblood Wealth Management
Ohio
$440K +$8.97K +37 +2%
KFI
1938
Key Financial Inc
Pennsylvania
$439K +$3.4K +14 +0.8%
GSIS
1939
Global Strategic Investment Solutions
Arizona
$438K -$10.9K -45 -2%
MFS
1940
Madrona Financial Services
Washington
$438K +$9.21K +38 +2%
CH
1941
Cromwell Holdings
Wyoming
$436K
LOIP
1942
Live Oak Investment Partners
Texas
$436K
CAC
1943
Certified Advisory Corp
Florida
$433K +$12.4K +51 +3%
GWMR
1944
GC Wealth Management RIA
Massachusetts
$433K -$73.5K -303 -15%
FCA
1945
FLC Capital Advisors
California
$432K
PG
1946
Patten Group
Tennessee
$431K
CAL
1947
Capital Advisors Ltd
Ohio
$431K +$6.3K +26 +2%
MKC
1948
M. Kraus & Co
Vermont
$431K
PWM
1949
PBMares Wealth Management
Virginia
$429K -$1.21K -5 -0.3%
JF
1950
Joule Financial
Kentucky
$429K +$51.4K +212 +14%

UNP Hedge Fund Activity: Q3 2024 in Review

2,607 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2024, worth a combined $119B — up 8.3% from $110B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new UNP positions and 96 closed out — a net gain of 79 holders — while 1,019 added to existing stakes and 982 trimmed.

The largest buyer was DZ Bank, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $344M.

  • 2,607 institutional investors held Union Pacific (UNP) as of Q3 2024, up from 2,562 in Q2 2024.
  • Funds reported $119B of Union Pacific stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 175 funds opened new Union Pacific positions in Q3 2024 and 96 closed out, a net change of +79 holders.
  • The largest Union Pacific buyer in Q3 2024 was DZ Bank, an estimated $818M added.
  • The largest Union Pacific seller in Q3 2024 was Bank of America, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2024.