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Union Pacific
UNP

Overview Fund Activity

2,557 hedge funds and large institutions have $123B invested in Union Pacific in 2023 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 936 increasing their positions, 930 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,557
Holders Change
+173
Holders Change %
+7.26%
% of All Funds
37.48%
Holding in Top 10
87
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+64.15%
% of All Funds
1.28%
New
329
Increased
936
Reduced
930
Closed
118
Calls
$3.73B
Puts
$1.65B
Net Calls
+$2.08B
Net Calls Change
+$457M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$339M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$316M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$293M
5
Citadel Advisors
Citadel Advisors
Florida
+$217M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$320M
2
SCP
Soroban Capital Partners
New York
-$298M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$240M
4
Barclays
Barclays
United Kingdom
-$216M
5
First Trust Advisors
First Trust Advisors
Illinois
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
1976
Doliver Advisors
Texas
$390K +$2.46K +10 +0.6%
FAM
1977
Fenimore Asset Management
New York
$389K – – –
GWMR
1978
GC Wealth Management RIA
Massachusetts
$389K +$389K +1,582 New
BFAG
1979
Blackston Financial Advisory Group
Florida
$388K -$18.7K -76 -5%
NCFG
1980
New Century Financial Group
New Jersey
$388K +$388K +1,579 New
S
1981
Sachetta
Massachusetts
$387K +$387K +1,574 New
AWM
1982
Avaii Wealth Management
Wisconsin
$384K -$8.11K -33 -2%
CIS
1983
Connors Investor Services
Pennsylvania
$384K – – –
GAM
1984
Gould Asset Management
California
$383K -$17.2K -70 -4%
EBSAM
1985
Eubel Brady & Suttman Asset Management
Ohio
$382K – – –
SFS
1986
Stiles Financial Services
Minnesota
$380K +$380K +1,545 New
BCA
1987
Bay Colony Advisors
Massachusetts
$376K +$17.7K +72 +5%
FH
1988
FWG Holdings
Florida
$375K +$375K +1,560 New
CCA
1989
Cobblestone Capital Advisors
New York
$375K -$2.46K -10 -0.7%
EWA
1990
Exencial Wealth Advisors
Oklahoma
$375K +$34.1K +139 +10%
CFGSD
1991
Compass Financial Group (South Dakota)
South Dakota
$374K +$737 +3 +0.2%
RIM
1992
RW Investment Management
Idaho
$374K – – –
WCWM
1993
Willow Creek Wealth Management
California
$372K +$372K +1,515 New
OCPWS
1994
One Charles Private Wealth Services
Massachusetts
$372K – – –
ML
1995
McAdam LLC
Pennsylvania
$372K +$22.6K +92 +6%
CSPAM
1996
Cary Street Partners Asset Management
Virginia
$372K +$13.5K +55 +4%
GCM
1997
Gables Capital Management
Florida
$371K +$22.6K +92 +6%
SWC
1998
Spectrum Wealth Counsel
Indiana
$370K +$370K +1,508 New
SAM
1999
Secure Asset Management
Michigan
$370K +$17.9K +73 +5%
FWM
2000
Focused Wealth Management
New York
$370K +$2.95K +12 +0.8%
78 79
80
81 82