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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 %
KCPG
2126
Kavar Capital Partners Group
Kansas
$232K +$4.28K +21 +2%
FB
2127
First Bancorp
Maine
$232K -$12.2K -60 -5%
TLP
2128
Trinity Legacy Partners
Texas
$232K +$232K +1,139 New
WCM
2129
Windsor Capital Management
Arizona
$231K – – –
NCM
2130
Narwhal Capital Management
Georgia
$230K -$311K -1,528 -57%
SA
2131
Strategic Advocates
Utah
$230K +$230K +1,130 New
RSS
2132
Rosenblum Silverman Sutton
California
$230K – – –
LAM
2133
Lifestyle Asset Management
Texas
$230K +$230K +1,128 New
EFG
2134
Everhart Financial Group
Ohio
$229K +$229K +1,127 New
TA
2135
TrueWealth Advisors
Alabama
$229K +$7.53K +37 +3%
IP
2136
Ignite Planners
California
$229K – – –
WB
2137
West Bancorporation
Iowa
$228K +$1.22K +6 +0.5%
MCM
2138
Monument Capital Management
Virginia
$227K +$227K +1,116 New
SWMG
2139
Sanchez Wealth Management Group
Florida
$227K +$2.85K +14 +1%
OC
2140
Oarsman Capital
Wisconsin
$226K +$8.56K +42 +4%
APW
2141
Austin Private Wealth
Texas
$226K +$226K +1,110 New
DAL
2142
Delta Accumulation LLC
California
$226K +$1.43K +7 +0.6%
FUBT
2143
First United Bank & Trust
Maryland
$224K -$5.91K -29 -3%
CPC
2144
Congress Park Capital
New York
$224K -$15.3K -75 -6%
HCA
2145
Horan Capital Advisors
Ohio
$224K – – –
TFF
2146
The Family Firm
Maryland
$223K +$1.43K +7 +0.6%
OCM
2147
Objective Capital Management
Ohio
$223K +$223K +1,095 New
CHA
2148
Cooper/Haims Advisors
New York
$223K – – –
WIM
2149
Warwick Investment Management
Texas
$223K – – –
AWM
2150
Act Wealth Management
Texas
$222K – – –
84 85
86
87 88