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Union Pacific
UNP

Overview Fund Activity

2,588 hedge funds and large institutions have $117B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,015 increasing their positions, 974 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+45
Holders Change %
+1.77%
% of All Funds
37.43%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.77%
New
175
Increased
1,015
Reduced
974
Closed
95
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$835M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$355M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$204M
4
Capital World Investors
Capital World Investors
California
+$166M
5
Franklin Resources
Franklin Resources
California
+$153M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$350M
2
SWM
Scissortail Wealth Management
Oklahoma
-$232M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$196M
4
First Trust Advisors
First Trust Advisors
Illinois
-$181M
5
SCP
Soroban Capital Partners
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
2051
Family Management
New York
$345K -$3.71M -15,064 -92%
BA
2052
Bluesphere Advisors
Pennsylvania
$345K – – –
EWA
2053
Exencial Wealth Advisors
Oklahoma
$345K +$10.6K +43 +3%
JWA
2054
JFS Wealth Advisors
Pennsylvania
$343K +$20K +81 +6%
LA
2055
Lifeworks Advisors
Michigan
$343K +$343K +1,391 New
CTC
2056
Corundum Trust Company
South Dakota
$341K – – –
NQWM
2057
Northwest Quadrant Wealth Management
Oregon
$341K +$986 +4 +0.3%
IC
2058
Iconiq Capital
California
$340K +$340K +1,380 New
MHR
2059
Matthew Hamilton Rosenberg
$340K – – –
KA
2060
Kovack Advisors
Florida
$339K -$2.96K -12 -0.9%
SN
2061
Sittner & Nelson
Oregon
$337K -$7.39K -30 -2%
BWM
2062
Baron Wealth Management
Michigan
$336K +$14.8K +60 +5%
BWM
2063
BlackDiamond Wealth Management
New York
$336K +$36.8K +154 +12%
TW
2064
Traveka Wealth
California
$335K +$11.1K +45 +3%
WAM
2065
Wakefield Asset Management
Colorado
$333K +$5.67K +23 +2%
MPM
2066
MBB Public Markets
Illinois
$333K -$10.4M -42,247 -97%
LRPA
2067
L. Roy Papp & Associates
Arizona
$333K – – –
QFA
2068
Quantum Financial Advisors
California
$332K – – –
FOA
2069
Five Oceans Advisors
California
$332K +$4.93K +20 +2%
PSP
2070
Pacific Sage Partners
Washington
$330K – – –
BGAI
2071
Bruce G. Allen Investments
Colorado
$329K +$5.42K +22 +2%
TWM
2072
Tradition Wealth Management
Minnesota
$329K +$740 +3 +0.2%
HIM
2073
Hanlon Investment Management
New Jersey
$329K +$2.71K +11 +0.8%
CAG
2074
Csenge Advisory Group
Florida
$328K -$72.7K -300 -18%
CG
2075
Clarus Group
Texas
$328K +$6.16K +25 +2%
81 82
83
84 85