UNP icon

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 %
BCM
2001
Blume Capital Management
California
$368K – – –
HIC
2002
Holderness Investments Company
North Carolina
$367K +$367K +1,496 New
SLT
2003
St Louis Trust
Missouri
$366K – – –
CP
2004
Castleview Partners
Texas
$364K +$74.6K +304 +26%
Financial Engines Advisors
2005
Financial Engines Advisors
California
$363K -$268K -1,092 -42%
KA
2006
Kovack Advisors
Florida
$363K -$37.6K -153 -9%
PCMC
2007
Private Capital Management (Colorado)
Colorado
$360K +$31.7K +129 +10%
CT
2008
Clearstead Trust
Maine
$360K +$75.9K +309 +27%
RIA
2009
Regal Investment Advisors
Michigan
$360K -$26K -106 -7%
HKAM
2010
Horizon Kinetics Asset Management
New York
$358K -$221K -900 -38%
ABLA
2011
Alan B. Lancz & Associates
Ohio
$358K – – –
SF
2012
Symphony Financial
Texas
$357K +$13.5K +57 +4%
LWM
2013
Liberty Wealth Management
California
$357K -$1.97K -8 -0.5%
SWA
2014
SOA Wealth Advisors
New York
$357K -$15.5K -63 -4%
ESBC
2015
E.S. Barr & Co
Kentucky
$355K +$60.4K +246 +21%
RCA
2016
Resonant Capital Advisors
Wisconsin
$354K +$10.8K +44 +3%
BWM
2017
Baron Wealth Management
Michigan
$352K +$2.46K +10 +0.7%
APW
2018
Acima Private Wealth
Virginia
$352K – – –
RB
2019
Renasant Bank
Mississippi
$352K +$3.93K +16 +1%
CRWM
2020
Castle Rock Wealth Management
California
$352K -$2.87K -12 -0.8%
MIM
2021
Macroview Investment Management
Maryland
$351K +$1.96K +8 +0.6%
FNC
2022
First National Corp
Massachusetts
$350K +$246 +1 +0.1%
EP
2023
Eudaimonia Partners
Tennessee
$349K -$371K -1,512 -52%
CFM
2024
Coronation Fund Managers
South Africa
$348K -$9.63M -39,227 -97%
PMFA
2025
Plante Moran Financial Advisors
Michigan
$348K – – –
79 80
81
82 83