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Union Pacific

2,607 hedge funds and large institutions have $119B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,019 increasing their positions, 982 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 96

8% more capital invested

Capital invested by funds: $110B → $119B (+$9.09B)

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

2% more funds holding

Funds holding: 2,5622,607 (+45)

4% more repeat investments, than reductions

Existing positions increased: 1,019 | Existing positions reduced: 982

1% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.22B

0.18% less ownership

Funds ownership: 79.68%79.49% (-0.18%)

Holders
2,607
Holders Change
+45
Holders Change %
+1.76%
% 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
0.76%
New
175
Increased
1,019
Reduced
982
Closed
96
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
2076
Traveka Wealth
California
$335K +$10.9K +45 +3%
WAM
2077
Wakefield Asset Management
Colorado
$333K +$5.58K +23 +2%
MPM
2078
MBB Public Markets
Illinois
$333K -$10.2M -42,247 -97%
LRPA
2079
L. Roy Papp & Associates
Arizona
$333K
QFA
2080
Quantum Financial Advisors
California
$332K
FOA
2081
Five Oceans Advisors
California
$332K +$4.85K +20 +2%
PSP
2082
Pacific Sage Partners
Washington
$330K
BGAI
2083
Bruce G. Allen Investments
Colorado
$329K +$5.33K +22 +2%
TWM
2084
Tradition Wealth Management
Minnesota
$329K +$727 +3 +0.2%
HIM
2085
Hanlon Investment Management
New Jersey
$329K +$2.67K +11 +0.8%
CAG
2086
Csenge Advisory Group
Florida
$328K -$72.7K -300 -18%
CG
2087
Clarus Group
Texas
$328K +$6.06K +25 +2%
GWCM
2088
Godshalk Welsh Capital Management
Pennsylvania
$327K
BA
2089
Bellwether Advisors
Nebraska
$326K -$2.42K -10 -0.8%
WIC
2090
Woodmont Investment Counsel
Tennessee
$326K -$9.7K -40 -3%
BOS
2091
Bank of Stockton
California
$325K -$1.21K -5 -0.4%
MIC
2092
Meridian Investment Counsel
California
$325K -$24.2K -100 -7%
ECM
2093
Elgethun Capital Management
South Dakota
$324K +$242 +1 +0.1%
CIS
2094
Connors Investor Services
Pennsylvania
$324K -$48.5K -200 -13%
FCT
2095
First Community Trust
Iowa
$324K
HCP
2096
Holt Capital Partners
Texas
$323K
SRC
2097
Sage Rhino Capital
California
$323K +$2.18K +9 +0.7%
FPWM
2098
FSB Premier Wealth Management
Iowa
$323K -$22.1K -91 -6%
CPRC
2099
Consolidated Portfolio Review Corp
New York
$322K +$6.3K +26 +2%
TFF
2100
The Family Firm
Maryland
$322K +$45.8K +189 +17%

UNP Hedge Fund Activity: Q3 2024 in Review

2,607 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2024, worth a combined $119B — up 8.3% from $110B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new UNP positions and 96 closed out — a net gain of 79 holders — while 1,019 added to existing stakes and 982 trimmed.

The largest buyer was DZ Bank, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $344M.

  • 2,607 institutional investors held Union Pacific (UNP) as of Q3 2024, up from 2,562 in Q2 2024.
  • Funds reported $119B of Union Pacific stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 175 funds opened new Union Pacific positions in Q3 2024 and 96 closed out, a net change of +79 holders.
  • The largest Union Pacific buyer in Q3 2024 was DZ Bank, an estimated $818M added.
  • The largest Union Pacific seller in Q3 2024 was Bank of America, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2024.