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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 %
MWA
2051
Monograph Wealth Advisors
California
$262K +$262K +1,285 New
CIP
2052
Convergence Investment Partners
Florida
$261K +$1.83K +9 +0.7%
KCFA
2053
Key Client Fiduciary Advisors
New Jersey
$261K – – –
QFA
2054
Quantum Financial Advisors
California
$261K – – –
PHAM
2055
Palisades Hudson Asset Management
Florida
$260K – – –
WJA
2056
Willis Johnson & Associates
Texas
$259K -$15.9K -78 -6%
SFG
2057
Sterling Financial Group
California
$259K -$10.2K -50 -4%
GIA
2058
GHP Investment Advisors
Colorado
$259K -$21K -101 -8%
Kayne Anderson Rudnick Investment Management
2059
Kayne Anderson Rudnick Investment Management
California
$259K – – –
TGAM
2060
TBH Global Asset Management
Tennessee
$259K +$407 +2 +0.2%
NCM
2061
NCM Capital Management
New Jersey
$258K -$3.46K -17 -1%
NCM
2062
Northside Capital Management
Oregon
$257K – – –
SRC
2063
Sage Rhino Capital
California
$257K +$1.63K +8 +0.6%
CC
2064
Callan Capital
California
$257K +$257K +1,260 New
FSC
2065
Full Sail Capital
Oklahoma
$256K – – –
SWM
2066
Stockman Wealth Management
Montana
$255K +$28.3K +139 +12%
BA
2067
Bellwether Advisors
Nebraska
$255K +$12.4K +61 +5%
FPFS
2068
First Personal Financial Services
North Carolina
$255K – – –
BCM
2069
Boltwood Capital Management
California
$254K -$7.13K -35 -3%
MCM
2070
Morton Capital Management
California
$254K – – –
FMN
2071
Financial Management Network
California
$253K -$22K -109 -8%
HCP
2072
Holt Capital Partners
Texas
$253K – – –
Connor, Clark & Lunn Investment Management (CC&L)
2073
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$252K +$252K +1,237 New
WMS
2074
Wealth Management Solutions
Pennsylvania
$251K – – –
WAM
2075
Weatherly Asset Management
California
$251K +$407 +2 +0.2%
81 82
83
84 85