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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 %
VBWMG
2076
Von Berge Wealth Management Group
California
$250K – – –
AA
2077
Addison Advisors
Vermont
$250K +$12.6K +62 +5%
JWA
2078
JFS Wealth Advisors
Pennsylvania
$249K +$815 +4 +0.3%
ECA
2079
Elevated Capital Advisors
Utah
$249K -$2.04K -10 -0.8%
FAG
2080
Fortitude Advisory Group
Washington
$249K +$8.75K +43 +4%
CCM
2081
Canal Capital Management
Virginia
$248K -$9.17K -45 -4%
CCA
2082
Cadent Capital Advisors
Oklahoma
$248K -$3.05K -15 -1%
CFA
2083
CWS Financial Advisors
Michigan
$247K – – –
ACA
2084
Atlas Capital Advisors
Wyoming
$247K – – –
DWA
2085
Divergent Wealth Advisors
Utah
$247K – – –
AWM
2086
AAF Wealth Management
Massachusetts
$245K +$245K +1,203 New
ESBC
2087
E.S. Barr & Co
Kentucky
$244K -$20.4K -100 -8%
HCM
2088
Heathbridge Capital Management
Ontario, Canada
$244K -$10.2K -50 -4%
CFC
2089
Coyle Financial Counsel
Illinois
$244K – – –
PIFP
2090
Partners in Financial Planning
Virginia
$244K – – –
LRPA
2091
L. Roy Papp & Associates
Arizona
$244K – – –
BP
2092
Broadleaf Partners
Ohio
$244K – – –
CAM
2093
Campion Asset Management
Virginia
$244K – – –
OW
2094
Olistico Wealth
Oklahoma
$244K – – –
CA
2095
CGN Advisors
Kansas
$244K +$244K +1,197 New
FWM
2096
FSA Wealth Management
Massachusetts
$243K – – –
OWM
2097
Opes Wealth Management
California
$243K +$3.05K +15 +1%
Parallax Volatility Advisers
2098
Parallax Volatility Advisers
California
$242K +$242K +1,189 New
GWP
2099
Gateway Wealth Partners
Wisconsin
$242K +$242K +1,188 New
LA
2100
LexAurum Advisors
Kansas
$242K +$11.8K +58 +5%
82 83
84
85 86