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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
DCBT
1951
Dakota Community Bank & Trust
North Dakota
$428K -$5.09K -21 -1%
GEA
1952
Glen Eagle Advisors
New Jersey
$427K +$9.7K +40 +2%
DRD
1953
Dennis R. Delaney
$427K -$177K -732 -30%
FSC
1954
Full Sail Capital
Oklahoma
$426K -$79.5K -328 -16%
APA
1955
Astoria Portfolio Advisors
New York
$426K +$1.46K +6 +0.3%
CFG
1956
Clayton Financial Group
Missouri
$424K
GWM
1957
GSB Wealth Management
Connecticut
$423K -$727 -3 -0.2%
LSPW
1958
Lake Street Private Wealth
Illinois
$422K -$117K -481 -22%
PWP
1959
Phillips Wealth Planners
Mississippi
$421K +$45.8K +189 +13%
CAI
1960
Capital Advisors Inc
Oklahoma
$420K -$25.2K -104 -6%
ITIM
1961
Indiana Trust & Investment Management
Indiana
$419K
TPW
1962
Transatlantique Private Wealth
New York
$419K
AA
1963
Alta Advisers
United Kingdom
$419K +$24.2K +100 +6%
RW
1964
Rede Wealth
Virginia
$416K
NFC
1965
Northeast Financial Consultants
Connecticut
$416K +$3.88K +16 +1%
LOPW
1966
Live Oak Private Wealth
North Carolina
$416K +$165K +682 +68%
CPA
1967
Cardiff Park Advisors
California
$415K -$10.2K -42 -2%
WPA
1968
West Paces Advisors
Georgia
$415K -$10.4K -43 -2%
PSCM
1969
Per Stirling Capital Management
Texas
$414K +$10.7K +44 +3%
BIA
1970
Beacon Investment Advisors
Maryland
$413K +$242 +1 +0.1%
PSC
1971
Prentiss Smith & Co
Vermont
$413K
AWA
1972
Acorn Wealth Advisors
Michigan
$413K +$1.46K +6 +0.4%
BWM
1973
Birchcreek Wealth Management
Ohio
$412K +$16K +66 +4%
WC
1974
Woodstock Corp
Massachusetts
$412K -$24.2K -100 -6%
FFA
1975
First Foundation Advisors
California
$410K -$175K -723 -30%

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.