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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 %
RWM
2226
Ruedi Wealth Management
Illinois
$150K – – –
SWA
2227
Sutton Wealth Advisors
Florida
$149K +$2.24K +11 +2%
CWC
2228
Carolinas Wealth Consulting
North Carolina
$139K -$12.2K -59 -8%
AIM
2229
Acropolis Investment Management
Missouri
$138K +$3.87K +19 +3%
BSB
2230
Bangor Savings Bank
Maine
$136K +$6.11K +30 +5%
CMP
2231
Coston McIsaac & Partners
Maine
$134K – – –
RA
2232
Rise Advisors
New York
$134K +$7.94K +39 +6%
AWM
2233
Atticus Wealth Management
Florida
$133K – – –
SL
2234
Salomon & Ludwin
Virginia
$130K +$130K +638 New
UCB
2235
United Community Bank
South Carolina
$125K +$34.4K +169 +38%
ITIM
2236
Indiana Trust & Investment Management
Indiana
$123K +$123K +605 New
CAL
2237
Capital Analysts LLC
Pennsylvania
$123K +$6.52K +32 +6%
AP
2238
Arlington Partners
Alabama
$121K -$37.9K -186 -24%
AT
2239
Arlington Trust
Alabama
$121K +$121K +593 New
SFCL
2240
Strengthening Families & Communities LLC
Massachusetts
$119K -$34.1K -168 -22%
CAM
2241
Costello Asset Management
Pennsylvania
$117K -$4.89K -24 -4%
MIA
2242
Milestone Investment Advisors
Wisconsin
$116K +$116K +570 New
AAG
2243
Armstrong Advisory Group
Massachusetts
$116K – – –
OA
2244
Operose Advisors
Wisconsin
$115K +$90.7K +445 +374%
BWL
2245
Bogart Wealth LLC
Virginia
$113K -$41.1K -202 -27%
CB
2246
Centennial Bank
Arkansas
$112K +$31.2K +153 +39%
NCM
2247
Northwest Capital Management
Oregon
$112K – – –
IRC
2248
Investors Research Corp
Georgia
$111K – – –
MCM
2249
MV Capital Management
Maryland
$110K +$7.74K +38 +8%
SIS
2250
Sound Income Strategies
Florida
$108K +$204 +1 +0.2%
88 89
90
91 92