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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 %
AIA
2026
Arbor Investment Advisors
North Carolina
$272K – – –
FA
2027
Fiducient Advisors
Illinois
$272K +$272K +1,333 New
SAM
2028
Strategy Asset Managers
California
$272K -$6.32K -31 -2%
MTIC
2029
Missouri Trust & Investment Company
Missouri
$271K – – –
PSP
2030
Pacific Sage Partners
Washington
$271K – – –
MWPCG
2031
Measured Wealth Private Client Group
New Hampshire
$270K -$9.16K -45 -3%
BA
2032
Ballast Advisors
Minnesota
$270K +$6.31K +31 +2%
RIM
2033
Redwood Investment Management
Arizona
$270K +$270K +1,325 New
CG
2034
Clarus Group
Texas
$269K -$9.98K -49 -4%
PO
2035
Private Ocean
California
$269K -$98.1K -482 -27%
TCOK
2036
Trust Company of Kansas
Kansas
$269K – – –
TWM
2037
Tradition Wealth Management
Minnesota
$269K +$1.43K +7 +0.5%
HFRG
2038
Houlihan Financial Resource Group
Virginia
$269K +$269K +1,299 New
BHBT
2039
Burke & Herbert Bank & Trust
Virginia
$267K -$25.5K -125 -9%
GWCM
2040
Godshalk Welsh Capital Management
Pennsylvania
$267K – – –
SHWM
2041
Smith & Howard Wealth Management
Georgia
$266K – – –
MPW
2042
Monterey Private Wealth
California
$266K +$204 +1 +0.1%
WC
2043
Wexford Capital
Florida
$265K -$1.95M -9,578 -88%
SA
2044
SRH Advisors
Kansas
$265K – – –
MAM
2045
Marquette Asset Management
Minnesota
$265K – – –
TF
2046
Talbot Financial
Washington
$265K – – –
SAA
2047
Southeast Asset Advisors
Georgia
$264K -$9.57K -47 -3%
FCCM
2048
First City Capital Management
Georgia
$263K +$11.2K +55 +4%
PCM
2049
Princeton Capital Management
New Jersey
$263K +$27.3K +134 +12%
ECM
2050
Elgethun Capital Management
South Dakota
$262K -$20.9K -104 -7%
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