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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 %
PHAM
2101
Palisades Hudson Asset Management
Florida
$313K – – –
TGAM
2102
TBH Global Asset Management
Tennessee
$312K +$246 +1 +0.1%
SFG
2103
Sterling Financial Group
California
$312K – – –
HIM
2104
Hanlon Investment Management
New Jersey
$312K +$52.8K +215 +20%
SRC
2105
Shufro Rose & Co
New York
$310K – – –
ME
2106
McIlrath & Eck
Washington
$309K +$23.3K +95 +8%
MPW
2107
Monterey Private Wealth
California
$309K -$11.8K -48 -4%
SRC
2108
Sage Rhino Capital
California
$308K -$1.47K -6 -0.5%
WIM
2109
Warwick Investment Management
Texas
$306K +$37.8K +154 +14%
FPFS
2110
First Personal Financial Services
North Carolina
$304K -$3.44K -14 -1%
FMN
2111
Financial Management Network
California
$303K +$2.64K +11 +0.9%
NCM
2112
Northside Capital Management
Oregon
$303K -$7.37K -30 -2%
OFS
2113
OneAscent Financial Services
Alabama
$301K +$301K +1,226 New
ECA
2114
Elevated Capital Advisors
Utah
$301K – – –
CCM
2115
Canal Capital Management
Virginia
$301K +$1.47K +6 +0.5%
FAG
2116
Fortitude Advisory Group
Washington
$300K – – –
ACM
2117
Avalon Capital Management
California
$300K +$300K +1,223 New
BAAM
2118
Baker Avenue Asset Management
California
$300K +$66.8K +272 +29%
CCA
2119
Cadent Capital Advisors
Oklahoma
$300K +$491 +2 +0.2%
ADL
2120
Asset Dedication LLC
California
$299K +$9.38K +38 +3%
PCA
2121
Prosperity Capital Advisors
Ohio
$299K +$299K +1,215 New
ACA
2122
Atlas Capital Advisors
Wyoming
$298K – – –
DWA
2123
Divergent Wealth Advisors
Utah
$298K – – –
SWA
2124
Stratos Wealth Advisors
Ohio
$298K -$80.4K -327 -21%
HDIM
2125
Hanson & Doremus Investment Management
Vermont
$297K +$8.84K +36 +3%
83 84
85
86 87