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Union Pacific
UNP

Overview Fund Activity

2,543 hedge funds and large institutions have $110B invested in Union Pacific in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 1,011 increasing their positions, 986 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,543
Holders Change
-54
Holders Change %
-2.08%
% of All Funds
36.98%
Holding in Top 10
49
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.97%
% of All Funds
0.71%
New
140
Increased
1,011
Reduced
986
Closed
155
Calls
$1.11B
Puts
$731M
Net Calls
+$382M
Net Calls Change
-$87.8M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$278M
2
UBS AM
UBS AM
Illinois
+$244M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$210M
4
BlackRock
BlackRock
New York
+$210M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$204M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$403M
2
Citadel Advisors
Citadel Advisors
Florida
-$375M
3
SCP
Soroban Capital Partners
New York
-$317M
4
Bank of America
Bank of America
North Carolina
-$194M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
2001
DCM Advisors
New York
$340K -$582K -2,571 -63%
BCM
2002
Blume Capital Management
California
$339K – – –
AWM
2003
Aviso Wealth Management
Washington
$339K +$49.5K +219 +17%
ECM
2004
ExodusPoint Capital Management
New York
$339K -$21.8M -96,242 -98%
BPCA
2005
Bank Pictet & Cie (Asia)
Singapore
$339K – – –
HIC
2006
Holderness Investments Company
North Carolina
$338K – – –
EA
2007
Everpar Advisors
Oklahoma
$338K +$127K +562 +60%
PWP
2008
Phillips Wealth Planners
Mississippi
$338K -$91.1K -406 -21%
SCP
2009
Sivia Capital Partners
California
$337K +$47.1K +208 +16%
CCM
2010
Carlson Capital Management
Minnesota
$336K – – –
CSPAM
2011
Cary Street Partners Asset Management
Virginia
$336K +$5.88K +26 +2%
OCPWS
2012
One Charles Private Wealth Services
Massachusetts
$335K – – –
RIA
2013
Realta Investment Advisors
Delaware
$334K +$5.43K +24 +2%
WAAG
2014
Wealth Alliance Advisory Group
Kansas
$334K -$639K -2,826 -66%
MA
2015
MJP Associates
Connecticut
$333K -$1.36K -6 -0.4%
HFP
2016
Holistic Financial Partners
Indiana
$330K -$115K -509 -26%
AWM
2017
Avaii Wealth Management
Wisconsin
$330K -$2.49K -11 -0.7%
ABLA
2018
Alan B. Lancz & Associates
Ohio
$329K +$329K +1,456 New
CT
2019
ClearAlpha Technologies
Connecticut
$329K +$329K +1,455 New
AFP
2020
Alpha Financial Partners
Kentucky
$329K +$11.3K +50 +4%
ESBC
2021
E.S. Barr & Co
Kentucky
$327K – – –
MIM
2022
Macroview Investment Management
Maryland
$327K +$2.04K +9 +0.6%
PWA
2023
Providence Wealth Advisors
Illinois
$322K – – –
RWM
2024
Reston Wealth Management
Virginia
$322K -$106K -468 -25%
GCM
2025
Gables Capital Management
Florida
$321K – – –
79 80
81
82 83