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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 %
SWS
2126
SYSTM Wealth Solutions
Illinois
$296K +$296K +1,204 New
SFMG
2127
Sage Financial Management Group
Virginia
$295K +$295K +1,200 New
LRPA
2128
L. Roy Papp & Associates
Arizona
$295K – – –
PIFP
2129
Partners in Financial Planning
Virginia
$295K – – –
CFC
2130
Coyle Financial Counsel
Illinois
$295K – – –
BP
2131
Broadleaf Partners
Ohio
$295K – – –
CAM
2132
Campion Asset Management
Virginia
$295K – – –
T
2133
Tidemark
California
$295K +$295K +1,200 New
OW
2134
Olistico Wealth
Oklahoma
$295K – – –
FWM
2135
FSA Wealth Management
Massachusetts
$294K – – –
IFA
2136
Index Fund Advisors
California
$293K -$293K -1,194 -50%
AWM
2137
AAF Wealth Management
Massachusetts
$293K -$2.21K -9 -0.7%
CRA
2138
Clear Rock Advisors
Texas
$293K +$293K +1,175 New
EA
2139
Eudaimonia Advisors
Tennessee
$293K +$5.65K +23 +2%
BA
2140
Bellwether Advisors
Nebraska
$293K -$15K -61 -5%
VBWMG
2141
Von Berge Wealth Management Group
California
$292K – – –
SCA
2142
Stonebridge Capital Advisors
Minnesota
$291K +$1.23K +5 +0.4%
IFAM
2143
Institutional & Family Asset Management
Colorado
$291K +$4.17K +17 +1%
WAM
2144
Weatherly Asset Management
California
$291K -$11.3K -46 -4%
SPL
2145
Smart Portfolios LLC
Washington
$291K +$291K +1,175 New
OAM
2146
Oak Asset Management
California
$289K – – –
FTC
2147
Farmers Trust Company
Ohio
$289K +$29.5K +120 +11%
SCA
2148
Sippican Capital Advisors
Massachusetts
$289K – – –
CFS
2149
Commonwealth Financial Services
West Virginia
$288K – – –
GP
2150
Greenline Partners
New York
$287K – – –
84 85
86
87 88