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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 %
SFA
2026
Souders Financial Advisors
Ohio
$321K +$6.11K +27 +2%
MIC
2027
Meridian Investment Counsel
California
$321K – – –
BAAM
2028
Baker Avenue Asset Management
California
$319K +$79.6K +352 +33%
CP
2029
Castleview Partners
Texas
$319K -$69.2K -306 -18%
CCM
2030
Consolidated Capital Management
California
$319K +$3.17K +14 +1%
CHC
2031
City Holding Co
West Virginia
$319K – – –
GFPC
2032
Global Financial Private Client
Florida
$318K – – –
PAM
2033
Pegasus Asset Management
New York
$317K +$317K +1,402 New
FPWM
2034
FSB Premier Wealth Management
Iowa
$317K – – –
MIM
2035
Montgomery Investment Management
Maryland
$317K – – –
SN
2036
Sittner & Nelson
Oregon
$317K – – –
BA
2037
Bluesphere Advisors
Pennsylvania
$316K – – –
AGWCA
2038
Annis Gardner Whiting Capital Advisors
Florida
$316K +$226 +1 +0.1%
CPSAC
2039
Chas P. Smith & Associates (CPS)
Florida
$316K – – –
GCIM
2040
Gunn & Company Investment Management
Florida
$316K +$316K +1,395 New
WCWM
2041
Willow Creek Wealth Management
California
$315K – – –
KA
2042
Kovack Advisors
Florida
$314K +$27.2K +120 +9%
CTC
2043
Corundum Trust Company
South Dakota
$313K +$313K +1,382 New
NQWM
2044
Northwest Quadrant Wealth Management
Oregon
$312K +$905 +4 +0.3%
NG
2045
Norden Group
Utah
$311K -$18.3K -81 -6%
MHR
2046
Matthew Hamilton Rosenberg
$310K +$7.19K +32 +2%
CFC
2047
Coyle Financial Counsel
Illinois
$310K – – –
SIA
2048
Soltis Investment Advisors
Utah
$309K +$2.04K +9 +0.7%
FA
2049
Faithward Advisors
Pennsylvania
$309K +$47.7K +211 +18%
CC
2050
Callan Capital
California
$308K +$16.1K +71 +5%
80 81
82
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