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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 %
EIG
1951
Ellenbecker Investment Group
Wisconsin
$316K – – –
SWA
1952
Stratos Wealth Advisors
Ohio
$313K +$29.5K +145 +10%
DI
1953
DAGCO Inc
Ohio
$313K +$72.3K +817 +30%
CCA
1954
Cobblestone Capital Advisors
New York
$313K -$611 -3 -0.2%
CAL
1955
Capital Advisors Ltd
Ohio
$312K +$8.75K +43 +3%
SRC
1956
Shufro Rose & Co
New York
$310K – – –
RIM
1957
RW Investment Management
Idaho
$310K – – –
CFGSD
1958
Compass Financial Group (South Dakota)
South Dakota
$310K -$204 -1 -0.1%
SWA
1959
SOA Wealth Advisors
New York
$309K – – –
FCT
1960
First Community Trust
Iowa
$308K -$11.2K -55 -4%
OCPWS
1961
One Charles Private Wealth Services
Massachusetts
$308K -$2.44K -12 -0.8%
CYG
1962
Clean Yield Group
Vermont
$307K +$83.8K +400 +38%
IWP
1963
Icon Wealth Partners
Texas
$306K -$91.6K -450 -23%
BCM
1964
Blume Capital Management
California
$305K -$9.37K -46 -3%
ITFISA
1965
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$305K – – –
PGAM
1966
Princeton Global Asset Management
New Jersey
$305K – – –
C
1967
Certuity
Florida
$304K +$69.1K +339 +29%
FWM
1968
Focused Wealth Management
New York
$304K -$1.63K -8 -0.5%
MFG
1969
MidWestOne Financial Group
Iowa
$304K -$480K -2,355 -61%
SLT
1970
St Louis Trust
Missouri
$304K – – –
CTC
1971
Corundum Trust Company
South Dakota
$302K – – –
CRWM
1972
Castle Rock Wealth Management
California
$300K +$18.6K +92 +7%
BCA
1973
Bay Colony Advisors
Massachusetts
$297K +$80.6K +396 +37%
PWA
1974
Providence Wealth Advisors
Illinois
$297K – – –
LWM
1975
Liberty Wealth Management
California
$297K +$36.2K +178 +14%
77 78
79
80 81