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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 %
GCA
2101
Guardian Capital Advisors
Ontario, Canada
$241K – – –
SCA
2102
Stonebridge Capital Advisors
Minnesota
$241K -$6.11K -30 -2%
NC
2103
NBW Capital
Massachusetts
$241K +$241K +1,181 New
HI
2104
Hudock Inc
Pennsylvania
$240K – – –
CP
2105
Castleview Partners
Texas
$240K +$14.3K +70 +6%
OAM
2106
Oak Asset Management
California
$240K – – –
TA
2107
Trellis Advisors
Washington
$239K +$5.5K +27 +2%
SCA
2108
Sippican Capital Advisors
Massachusetts
$239K – – –
CFS
2109
Commonwealth Financial Services
West Virginia
$239K +$239K +1,174 New
ADL
2110
Asset Dedication LLC
California
$239K -$3.46K -17 -1%
HDIM
2111
Hanson & Doremus Investment Management
Vermont
$239K -$2.44K -12 -1%
BWM
2112
BlackDiamond Wealth Management
New York
$239K +$17.9K +87 +8%
EA
2113
Eudaimonia Advisors
Tennessee
$238K +$204 +1 +0.1%
IFAM
2114
Institutional & Family Asset Management
Colorado
$238K +$24.2K +119 +11%
GP
2115
Greenline Partners
New York
$238K – – –
MCC
2116
Money Concepts Capital
Florida
$238K +$2.85K +14 +1%
ME
2117
McIlrath & Eck
Washington
$237K – – –
AFT
2118
Alpha Family Trust
California
$237K +$237K +1,165 New
COCM
2119
Charter Oak Capital Management
New Hampshire
$236K – – –
CT
2120
Clearstead Trust
Maine
$235K +$15.1K +74 +7%
MIS
2121
Morningstar Investment Services
Illinois
$235K +$235K +1,151 New
OWA
2122
Octavia Wealth Advisors
Ohio
$235K +$20.2K +99 +9%
RAM
2123
Redmond Asset Management
Virginia
$235K – – –
RWA
2124
Redhawk Wealth Advisors
Minnesota
$234K +$3.46K +17 +1%
PWA
2125
PCG Wealth Advisors
Kansas
$234K – – –
83 84
85
86 87