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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 %
MWA
2051
Monograph Wealth Advisors
California
$335K +$19.4K +79 +6%
AFP
2052
Alpha Financial Partners
Kentucky
$335K -$2.21K -9 -0.7%
RIA
2053
Realta Investment Advisors
Delaware
$335K -$307K -1,251 -48%
MA
2054
MJP Associates
Connecticut
$335K +$335K +1,362 New
GI
2055
GAMCO Investors
Connecticut
$334K -$98.5K -401 -23%
FOA
2056
Five Oceans Advisors
California
$334K +$2.95K +12 +0.9%
EFG
2057
Everhart Financial Group
Ohio
$333K +$56.2K +229 +20%
BOS
2058
Bank of Stockton
California
$332K -$17.9K -75 -5%
UBV
2059
United Bank (Virginia)
Virginia
$332K -$18.2M -74,183 -98%
C
2060
Certuity
Florida
$332K -$34.9K -142 -10%
BIP
2061
Blueprint Investment Partners
North Carolina
$332K +$332K +1,352 New
FTIS
2062
First Trust Investment Solutions
Florida
$332K +$332K +1,351 New
PCA
2063
Pallas Capital Advisors
Massachusetts
$332K -$168K -684 -34%
SAM
2064
Strategy Asset Managers
California
$331K +$3.93K +16 +1%
CBFP
2065
Cedar Brook Financial Partners
Ohio
$331K +$331K +1,400 New
BWM
2066
BlackDiamond Wealth Management
New York
$329K +$42.4K +172 +15%
HL
2067
HeadInvest LLC
Maine
$328K -$11.8K -48 -3%
MWPCG
2068
Measured Wealth Private Client Group
New Hampshire
$328K +$1.97K +8 +0.6%
TWM
2069
Tradition Wealth Management
Minnesota
$328K +$3.68K +15 +1%
SIA
2070
Soltis Investment Advisors
Utah
$328K -$494K -2,011 -60%
FFM
2071
Flagstone Financial Management
Nebraska
$328K – – –
AIA
2072
Arbor Investment Advisors
North Carolina
$328K – – –
CCMG
2073
Clark Capital Management Group
Pennsylvania
$327K -$226K -922 -41%
MTIC
2074
Missouri Trust & Investment Company
Missouri
$327K – – –
PSP
2075
Pacific Sage Partners
Washington
$327K – – –
81 82
83
84 85