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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 %
CMA
2201
Cedar Mountain Advisors
Oregon
$199K – – –
POIA
2202
Pin Oak Investment Advisors
Texas
$199K – – –
LS
2203
Livforsakringsbolaget Skandia
Sweden
$196K – – –
CCP
2204
Carmel Capital Partners
California
$194K +$70.6K +347 +57%
BAAM
2205
Baker Avenue Asset Management
California
$193K +$14.2K +70 +8%
GG
2206
Gleason Group
Kentucky
$190K +$1.22K +6 +0.6%
MFA
2207
McClarren Financial Advisors
Pennsylvania
$188K -$5.9K -29 -3%
GBT
2208
Grove Bank & Trust
Florida
$188K +$23K +113 +14%
OSNBOA
2209
Old Second National Bank of Aurora
Illinois
$186K – – –
KAM
2210
Karani Asset Management
New York
$183K +$183K +900 New
RFA
2211
Register Financial Advisors
Georgia
$182K -$34.8K -171 -16%
RTC
2212
Riverview Trust Company
Washington
$175K – – –
BBPWM
2213
Blue Bell Private Wealth Management
Pennsylvania
$173K +$1.63K +8 +1%
WOC
2214
West Oak Capital
California
$172K – – –
FMP
2215
Financial Management Professionals
Texas
$172K +$1.43K +7 +0.8%
JFA
2216
JNBA Financial Advisors
Minnesota
$170K +$11.6K +57 +7%
AGWCA
2217
Annis Gardner Whiting Capital Advisors
Florida
$169K +$169K +832 New
HFM
2218
Harvest Fund Management
China
$160K +$100K +494 +169%
GJIA
2219
Glass Jacobson Investment Advisors
Maryland
$156K – – –
BC
2220
Belmont Capital
California
$155K +$121K +595 +358%
GWMIA
2221
Global Wealth Management Investment Advisory
Florida
$155K – – –
SWM
2222
Sugarloaf Wealth Management
Georgia
$154K +$19.8K +97 +15%
BAM
2223
Byrne Asset Management
New Jersey
$153K – – –
AA
2224
AlphaMark Advisors
Kentucky
$151K – – –
JSAM
2225
J. Safra Asset Management
New York
$150K – – –
87 88
89
90 91