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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 %
LWL
2201
Leo Wealth LLC
Texas
$264K +$264K +1,066 New
OWM
2202
Opes Wealth Management
California
$263K -$30.7K -125 -10%
LF
2203
Lantz Financial
Illinois
$262K +$262K +1,067 New
LJHT
2204
Laurie J. Hall Trustee
$262K +$155K +630 +145%
AGWCA
2205
Annis Gardner Whiting Capital Advisors
Florida
$261K +$57K +232 +28%
VAF
2206
Values Added Financial
District of Columbia
$261K +$261K +1,063 New
PSF
2207
Pacific Sun Financial
California
$260K – – –
PCMC
2208
Planning Capital Management Corporation
Pennsylvania
$260K +$260K +1,059 New
EBA
2209
Eagle Bay Advisors
New York
$259K -$77.1K -314 -23%
LAM
2210
Lifestyle Asset Management
Texas
$259K -$18.2K -74 -7%
ILI
2211
Invesco LLC (Illinois)
Illinois
$258K +$1.23K +5 +0.5%
BBPWM
2212
Blue Bell Private Wealth Management
Pennsylvania
$258K +$49.6K +202 +24%
GWANC
2213
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K +$258K +1,049 New
CS
2214
Cannell & Spears
New York
$257K -$982 -4 -0.4%
W
2215
Wealthquest
Ohio
$256K – – –
AIM
2216
Athena Investment Management
California
$255K – – –
EFA
2217
Evernest Financial Advisors
Indiana
$254K +$254K +1,035 New
HIM
2218
Harbour Investment Management
Washington
$254K +$10.3K +42 +4%
LF
2219
Lannebo Fonder
Sweden
$253K +$253K +1,031 New
UAS
2220
United Asset Strategies
New York
$253K -$3.68K -15 -1%
JIC
2221
JRM Investment Counsel
Nebraska
$253K – – –
AT
2222
Avalon Trust
New Mexico
$252K -$90.9K -370 -26%
WWP
2223
Walden Wealth Partners
Ohio
$252K +$252K +1,026 New
AOI
2224
Auto-Owners Insurance
Michigan
$251K – – –
SAF
2225
Smith Anglin Financial
Texas
$251K -$246 -1 -0.1%
87 88
89
90 91