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Union Pacific
UNP

Overview Fund Activity

2,588 hedge funds and large institutions have $117B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,015 increasing their positions, 974 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+45
Holders Change %
+1.77%
% 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
0.77%
New
175
Increased
1,015
Reduced
974
Closed
95
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$835M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$355M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$204M
4
Capital World Investors
Capital World Investors
California
+$166M
5
Franklin Resources
Franklin Resources
California
+$153M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$350M
2
SWM
Scissortail Wealth Management
Oklahoma
-$232M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$196M
4
First Trust Advisors
First Trust Advisors
Illinois
-$181M
5
SCP
Soroban Capital Partners
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
1951
Transatlantique Private Wealth
New York
$419K – – –
AA
1952
Alta Advisers
United Kingdom
$419K +$24.6K +100 +6%
RW
1953
Rede Wealth
Virginia
$416K – – –
NFC
1954
Northeast Financial Consultants
Connecticut
$416K +$3.94K +16 +1%
LOPW
1955
Live Oak Private Wealth
North Carolina
$416K +$168K +682 +68%
CPA
1956
Cardiff Park Advisors
California
$415K -$10.4K -42 -2%
WPA
1957
West Paces Advisors
Georgia
$415K -$10.6K -43 -2%
PSCM
1958
Per Stirling Capital Management
Texas
$414K +$10.8K +44 +3%
BIA
1959
Beacon Investment Advisors
Maryland
$413K +$247 +1 +0.1%
PSC
1960
Prentiss Smith & Co
Vermont
$413K – – –
AWA
1961
Acorn Wealth Advisors
Michigan
$413K +$1.48K +6 +0.4%
BWM
1962
Birchcreek Wealth Management
Ohio
$412K +$16.3K +66 +4%
WC
1963
Woodstock Corp
Massachusetts
$412K -$24.6K -100 -6%
FFA
1964
First Foundation Advisors
California
$410K -$178K -723 -30%
DBG
1965
De Burlo Group
Massachusetts
$410K -$222K -900 -35%
SCM
1966
Semanteon Capital Management
Massachusetts
$409K +$409K +1,660 New
CAM
1967
Covenant Asset Management
New Jersey
$408K – – –
BFWA
1968
Benchmark Financial Wealth Advisors
Florida
$407K +$12.6K +51 +3%
HBT
1969
Heartland Bank & Trust
Illinois
$407K -$9.86K -40 -2%
LWM
1970
Liberty Wealth Management
California
$407K -$1.54M -6,259 -79%
AWM
1971
Accurate Wealth Management
Florida
$407K +$47.9K +195 +13%
EA
1972
Eclectic Associates
California
$406K – – –
AIA
1973
Arbor Investment Advisors
North Carolina
$405K – – –
MA
1974
MJP Associates
Connecticut
$404K +$41.2K +167 +11%
DLCIG
1975
D.L. Carlson Investment Group
New Hampshire
$403K -$69.3K -281 -15%
77 78
79
80 81