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Union Pacific
UNP

2,574 hedge funds and large institutions have $123B invested in Union Pacific in 2023 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 938 increasing their positions, 935 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 333 | Existing positions closed: 119

125% more call options, than puts

Call options by funds: $3.73B | Put options by funds: $1.65B

63% more funds holding in top 10

Funds holding in top 10: 54 → 88 (+34)

23% more capital invested

Capital invested by funds: $99.5B → $123B (+$23.4B)

7% more funds holding

Funds holding: 2,398 → 2,574 (+176)

2.4% more ownership

Funds ownership: 79.85% → 82.24% (+2.4%)

0% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 935

Holders
2,574
Holders Change
+176
Holders Change %
+7.34%
% of All Funds
37.52%
Holding in Top 10
88
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+62.96%
% of All Funds
1.28%
New
333
Increased
938
Reduced
935
Closed
119
Calls
$3.73B
Puts
$1.65B
Net Calls
+$2.08B
Net Calls Change
+$457M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.42B
2
JP Morgan Chase
JP Morgan Chase
New York
+$304M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$283M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$262M
5
Citadel Advisors
Citadel Advisors
Florida
+$194M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
2
SCP
Soroban Capital Partners
New York
-$267M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$215M
4
Barclays
Barclays
United Kingdom
-$193M
5
First Trust Advisors
First Trust Advisors
Illinois
-$191M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
2126
Elevated Capital Advisors
Utah
$301K – – –
CCM
2127
Canal Capital Management
Virginia
$301K +$1.32K +6 +0.5%
FAG
2128
Fortitude Advisory Group
Washington
$300K – – –
ACM
2129
Avalon Capital Management
California
$300K +$269K +1,223 New
BAAM
2130
Baker Avenue Asset Management
California
$300K +$59.8K +272 +29%
CCA
2131
Cadent Capital Advisors
Oklahoma
$300K +$440 +2 +0.2%
ADL
2132
Asset Dedication LLC
California
$299K +$8.36K +38 +3%
PCA
2133
Prosperity Capital Advisors
Ohio
$299K +$267K +1,215 New
ACA
2134
Atlas Capital Advisors
Wyoming
$298K – – –
DWA
2135
Divergent Wealth Advisors
Utah
$298K – – –
SWA
2136
Stratos Wealth Advisors
Ohio
$298K -$71.9K -327 -21%
HDIM
2137
Hanson & Doremus Investment Management
Vermont
$297K +$7.92K +36 +3%
SWS
2138
SYSTM Wealth Solutions
Illinois
$296K +$265K +1,204 New
SFMG
2139
Sage Financial Management Group
Virginia
$295K +$264K +1,200 New
BP
2140
Broadleaf Partners
Ohio
$295K – – –
CAM
2141
Campion Asset Management
Virginia
$295K – – –
CFC
2142
Coyle Financial Counsel
Illinois
$295K – – –
LRPA
2143
L. Roy Papp & Associates
Arizona
$295K – – –
PIFP
2144
Partners in Financial Planning
Virginia
$295K – – –
T
2145
Tidemark
California
$295K +$264K +1,200 New
OW
2146
Olistico Wealth
Oklahoma
$295K – – –
FWM
2147
FSA Wealth Management
Massachusetts
$294K – – –
IFA
2148
Index Fund Advisors
California
$293K -$263K -1,194 -50%
AWM
2149
AAF Wealth Management
Massachusetts
$293K -$1.98K -9 -0.7%
CRA
2150
Clear Rock Advisors
Texas
$293K +$258K +1,175 New
84 85
86
87 88

UNP Hedge Fund Activity: Q4 2023 in Review

2,574 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2023, worth a combined $123B — up 23% from $99.5B a quarter earlier.

Buyers outnumbered sellers: 333 funds opened new UNP positions and 119 closed out — a net gain of 214 holders — while 938 added to existing stakes and 935 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.42B. The largest seller was T. Rowe Price Associates, cutting an estimated $286M.

  • 2,574 institutional investors held Union Pacific (UNP) as of Q4 2023, up from 2,398 in Q3 2023.
  • Funds reported $123B of Union Pacific stock for Q4 2023, up 23% quarter-over-quarter.
  • 333 funds opened new Union Pacific positions in Q4 2023 and 119 closed out, a net change of +214 holders.
  • The largest Union Pacific buyer in Q4 2023 was Morgan Stanley, an estimated $2.42B added.
  • The largest Union Pacific seller in Q4 2023 was T. Rowe Price Associates, an estimated $286M sold.

Based on aggregated 13F filings for Q4 2023.