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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 %
CSPAM
1976
Cary Street Partners Asset Management
Virginia
$297K +$13.2K +65 +5%
ABLA
1977
Alan B. Lancz & Associates
Ohio
$296K – – –
BOS
1978
Bank of Stockton
California
$296K -$5.87K -29 -2%
SF
1979
Symphony Financial
Texas
$295K +$3.85K +19 +1%
AC
1980
Avestar Capital
New York
$294K +$294K +1,444 New
CQS
1981
Credential Qtrade Securities
$292K -$1.43K -7 -0.5%
SAM
1982
Secure Asset Management
Michigan
$292K +$22.6K +111 +8%
APW
1983
Acima Private Wealth
Virginia
$292K – – –
BWM
1984
Baron Wealth Management
Michigan
$290K +$44K +216 +18%
EC
1985
EdgeRock Capital
Colorado
$290K +$17.1K +84 +6%
CWM
1986
Campbell Wealth Management
Virginia
$290K +$12.2K +60 +4%
FNC
1987
First National Corp
Massachusetts
$290K +$204 +1 +0.1%
ML
1988
McAdam LLC
Pennsylvania
$290K +$15.1K +74 +5%
MIM
1989
Macroview Investment Management
Maryland
$290K -$8.55K -42 -3%
GCM
1990
Gables Capital Management
Florida
$289K -$26.5K -130 -8%
KAS
1991
KPP Advisory Services
Kentucky
$288K +$288K +1,416 New
RB
1992
Renasant Bank
Mississippi
$288K -$2.65K -13 -0.9%
PMFA
1993
Plante Moran Financial Advisors
Michigan
$288K -$34.2K -168 -11%
FPCP
1994
Fort Point Capital Partners
California
$288K +$4.89K +24 +2%
CHC
1995
City Holding Co
West Virginia
$287K – – –
PCS
1996
Personal CFO Solutions
New Jersey
$287K +$80.9K +397 +39%
MCWS
1997
McKinley Carter Wealth Services
West Virginia
$286K -$1.08M -5,298 -79%
FC
1998
Forte Capital
New York
$286K – – –
SFA
1999
Souders Financial Advisors
Ohio
$286K +$815 +4 +0.3%
FPWM
2000
FSB Premier Wealth Management
Iowa
$285K – – –
78 79
80
81 82