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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 %
SDJVC
2151
St. Denis J. Villere & Co
Louisiana
$222K -$5.09K -25 -2%
PAA
2152
Peregrine Asset Advisers
Oregon
$222K +$222K +1,088 New
CCM
2153
Crew Capital Management
Ohio
$220K -$44.2K -217 -17%
NAG
2154
Northstar Advisory Group
New Jersey
$219K +$219K +1,077 New
ACM
2155
Argent Capital Management
Missouri
$219K – – –
HCM
2156
Highview Capital Management
Illinois
$218K – – –
WCM
2157
WealthBridge Capital Management
Ohio
$218K – – –
LOPW
2158
Live Oak Private Wealth
North Carolina
$216K – – –
PSF
2159
Pacific Sun Financial
California
$216K – – –
OWA
2160
Outlook Wealth Advisors
Texas
$215K +$215K +1,057 New
OFG
2161
Oxford Financial Group
Indiana
$215K -$29.9K -147 -12%
FTC
2162
Farmers Trust Company
Ohio
$215K +$215K +1,056 New
HIM
2163
Hanlon Investment Management
New Jersey
$215K – – –
MAM
2164
Magellan Asset Management
Australia
$215K +$6.52K +32 +3%
PFA
2165
Peak Financial Advisors
Colorado
$214K -$1.52M -7,489 -88%
CS
2166
Cannell & Spears
New York
$214K -$127K -625 -37%
ST
2167
Somerset Trust
Pennsylvania
$214K +$2.04K +10 +1%
ILI
2168
Invesco LLC (Illinois)
Illinois
$213K -$9.16K -45 -4%
UAS
2169
United Asset Strategies
New York
$213K -$39.7K -195 -16%
W
2170
Wealthquest
Ohio
$213K -$31.6K -155 -13%
AIM
2171
Athena Investment Management
California
$211K -$62.1K -305 -23%
VRM
2172
Vectors Research Management
New York
$211K -$11.7K -62 -5%
TW
2173
Transform Wealth
Colorado
$210K -$204 -1 -0.1%
JIC
2174
JRM Investment Counsel
Nebraska
$210K +$210K +1,030 New
FMTCOCP
2175
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K -$10.2K -50 -5%
85 86
87
88 89