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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 %
CG
2076
Clarus Group
Texas
$325K – – –
PO
2077
Private Ocean
California
$325K – – –
FA
2078
Fiducient Advisors
Illinois
$325K -$2.7K -11 -0.8%
TCOK
2079
Trust Company of Kansas
Kansas
$324K – – –
BHBT
2080
Burke & Herbert Bank & Trust
Virginia
$322K – – –
TWG
2081
The Wealth Group
Minnesota
$322K +$322K +1,290 New
HCP
2082
Holt Capital Partners
Texas
$322K +$17.2K +70 +6%
GWCM
2083
Godshalk Welsh Capital Management
Pennsylvania
$322K – – –
Kayne Anderson Rudnick Investment Management
2084
Kayne Anderson Rudnick Investment Management
California
$321K +$9.33K +38 +3%
SHWM
2085
Smith & Howard Wealth Management
Georgia
$321K – – –
ECM
2086
Elgethun Capital Management
South Dakota
$320K +$491 +2 +0.2%
WJA
2087
Willis Johnson & Associates
Texas
$320K +$7.37K +30 +2%
TF
2088
Talbot Financial
Washington
$319K – – –
MAM
2089
Marquette Asset Management
Minnesota
$319K – – –
SA
2090
SRH Advisors
Kansas
$319K – – –
PCM
2091
Princeton Capital Management
New Jersey
$319K +$1.72K +7 +0.5%
HFRG
2092
Houlihan Financial Resource Group
Virginia
$319K – – –
SAA
2093
Southeast Asset Advisors
Georgia
$319K +$246 +1 +0.1%
TI
2094
Truepoint Inc
Ohio
$318K +$318K +1,294 New
BGAI
2095
Bruce G. Allen Investments
Colorado
$318K +$318K +1,293 New
NCM
2096
NCM Capital Management
New Jersey
$315K +$4.18K +17 +1%
KCFA
2097
Key Client Fiduciary Advisors
New Jersey
$314K – – –
QFA
2098
Quantum Financial Advisors
California
$314K – – –
CIP
2099
Convergence Investment Partners
Florida
$314K -$982 -4 -0.3%
SCP
2100
Sivia Capital Partners
California
$313K +$313K +1,274 New
82 83
84
85 86