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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 %
EAM
2001
EdenTree Asset Management
United Kingdom
$285K -$611K -3,000 -68%
SW
2002
Solidarity Wealth
Utah
$285K -$9.57K -47 -3%
GFPC
2003
Global Financial Private Client
Florida
$285K – – –
BA
2004
Bluesphere Advisors
Pennsylvania
$285K – – –
RCA
2005
Resonant Capital Advisors
Wisconsin
$285K +$66.2K +325 +30%
AT
2006
Avalon Trust
New Mexico
$284K -$6.72K -33 -2%
GFP
2007
Gryphon Financial Partners
Ohio
$282K +$7.33K +36 +3%
NQWM
2008
Northwest Quadrant Wealth Management
Oregon
$282K +$815 +4 +0.3%
EWA
2009
Exencial Wealth Advisors
Oklahoma
$282K -$1.22K -6 -0.4%
CPSAC
2010
Chas P. Smith & Associates (CPS)
Florida
$282K +$9.98K +49 +4%
WIC
2011
Woodmont Investment Counsel
Tennessee
$281K – – –
SFG
2012
Summit Financial Group
West Virginia
$281K – – –
CCM
2013
Consolidated Capital Management
California
$281K +$1.63K +8 +0.6%
HL
2014
HeadInvest LLC
Maine
$281K – – –
AO
2015
Advisor OS
Illinois
$281K +$281K +1,378 New
PF
2016
Parker Financial
Washington
$280K – – –
AFP
2017
Alpha Financial Partners
Kentucky
$279K -$116K -569 -29%
EBA
2018
Eagle Bay Advisors
New York
$279K +$76K +373 +37%
HFP
2019
Holistic Financial Partners
Indiana
$277K +$2.44K +12 +0.9%
TCM
2020
Twin Capital Management
Pennsylvania
$276K +$9.57K +47 +4%
FOA
2021
Five Oceans Advisors
California
$274K +$3.05K +15 +1%
WFMPM
2022
Woodley Farra Manion Portfolio Management
Indiana
$273K +$4.07K +20 +2%
HWM
2023
Hohimer Wealth Management
Washington
$273K – – –
PCMC
2024
Private Capital Management (Colorado)
Colorado
$272K +$6.92K +34 +3%
FFM
2025
Flagstone Financial Management
Nebraska
$272K – – –
79 80
81
82 83