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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
DBG
1976
De Burlo Group
Massachusetts
$410K -$218K -900 -35%
SCM
1977
Semanteon Capital Management
Massachusetts
$409K +$403K +1,660 New
CAM
1978
Covenant Asset Management
New Jersey
$408K
BFWA
1979
Benchmark Financial Wealth Advisors
Florida
$407K +$12.4K +51 +3%
HBT
1980
Heartland Bank & Trust
Illinois
$407K -$9.7K -40 -2%
LWM
1981
Liberty Wealth Management
California
$407K -$1.52M -6,259 -79%
AWM
1982
Accurate Wealth Management
Florida
$407K +$47.3K +195 +13%
EA
1983
Eclectic Associates
California
$406K
AIA
1984
Arbor Investment Advisors
North Carolina
$405K
MA
1985
MJP Associates
Connecticut
$404K +$40.5K +167 +11%
DLCIG
1986
D.L. Carlson Investment Group
New Hampshire
$403K -$68.1K -281 -15%
NRI
1987
NFP Retirement Inc
California
$403K -$30.3K -125 -7%
CNB
1988
Camden National Bank
Maine
$403K -$15.3K -63 -4%
SCP
1989
Sivia Capital Partners
California
$403K +$34.4K +142 +10%
RCG
1990
Regatta Capital Group
California
$401K
CW
1991
Channel Wealth
California
$401K
EIG
1992
Ellenbecker Investment Group
Wisconsin
$399K -$37.8K -156 -9%
FBFS
1993
First Business Financial Services
Wisconsin
$399K -$8K -33 -2%
FAM
1994
Fenimore Asset Management
New York
$399K +$8.24K +34 +2%
FA
1995
Fiduciary Alliance
South Carolina
$397K +$96K +396 +33%
RFA
1996
RTD Financial Advisors
Pennsylvania
$397K +$5.09K +21 +1%
OL
1997
OneFund LLC
Florida
$394K +$1.7K +7 +0.4%
FRM
1998
Fox Run Management
Connecticut
$394K -$22.1K -91 -5%
BAAM
1999
Baker Avenue Asset Management
California
$394K +$45.1K +186 +13%
BB
2000
Bell Bank
North Dakota
$393K +$970 +4 +0.3%

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.