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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 %
CFA
2026
CWS Financial Advisors
Michigan
$347K +$49.1K +200 +16%
CHC
2027
City Holding Co
West Virginia
$346K – – –
BWCS
2028
Beirne Wealth Consulting Services
Connecticut
$346K +$346K +1,404 New
SFA
2029
Souders Financial Advisors
Ohio
$345K +$246 +1 +0.1%
GFPC
2030
Global Financial Private Client
Florida
$345K – – –
FPCP
2031
Fort Point Capital Partners
California
$345K -$1.97K -8 -0.6%
FPWM
2032
FSB Premier Wealth Management
Iowa
$344K – – –
BEI
2033
Benjamin Edwards Inc
Missouri
$344K -$328K -1,336 -49%
EAM
2034
EdenTree Asset Management
United Kingdom
$344K – – –
BA
2035
Bluesphere Advisors
Pennsylvania
$343K – – –
WIC
2036
Woodmont Investment Counsel
Tennessee
$343K +$3.68K +15 +1%
PF
2037
Parker Financial
Washington
$343K +$5.65K +23 +2%
TCM
2038
Twin Capital Management
Pennsylvania
$342K +$10.1K +41 +3%
CCM
2039
Consolidated Capital Management
California
$342K +$3.93K +16 +1%
AWE
2040
Avidian Wealth Enterprises
Texas
$342K -$733K -2,986 -68%
LGA
2041
Lebenthal Global Advisors
New York
$342K +$342K +1,393 New
SPWG
2042
Sage Private Wealth Group
Illinois
$341K -$60.5K -246 -15%
JWA
2043
JFS Wealth Advisors
Pennsylvania
$341K +$39.8K +162 +13%
CPSAC
2044
Chas P. Smith & Associates (CPS)
Florida
$340K – – –
GCIM
2045
Gunn & Company Investment Management
Florida
$340K +$340K +1,384 New
FCT
2046
First Community Trust
Iowa
$339K -$33.2K -135 -9%
SFG
2047
Summit Financial Group
West Virginia
$339K – – –
OWA
2048
Outlook Wealth Advisors
Texas
$338K +$77.9K +317 +30%
NQWM
2049
Northwest Quadrant Wealth Management
Oregon
$337K -$3.93K -16 -1%
FC
2050
Forte Capital
New York
$336K -$8.6K -35 -2%
80 81
82
83 84