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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 %
SFG
2251
Steward Financial Group
Texas
$105K -$25.2K -125 -19%
TFM
2252
TFC Financial Management
Massachusetts
$103K +$9.37K +46 +10%
PCFFS
2253
Pacific Center for Financial Services
California
$103K +$40.7K +200 +65%
MBFW
2254
Morton Brown Family Wealth
Pennsylvania
$102K – – –
JWM
2255
Jupiter Wealth Management
Colorado
$101K +$101K +479 New
EL
2256
EMFO LLC
Florida
$100K – – –
JGIA
2257
Jackson Grant Investment Advisers
Connecticut
$99.8K +$611 +3 +0.6%
CCA
2258
Column Capital Advisors
Indiana
$97.9K -$2.04K -10 -2%
MAWCM
2259
Mine & Arao Wealth Creation & Management
California
$96.8K +$610 +3 +0.6%
RCG
2260
Rock Creek Group
District of Columbia
$96.7K -$51.7K -254 -35%
FP
2261
Financial Perspectives
Minnesota
$90.9K +$204 +1 +0.2%
FCA
2262
FinTrust Capital Advisors
South Carolina
$89.5K +$71.1K +349 +388%
LJHT
2263
Laurie J. Hall Trustee
$88K – – –
TLCM
2264
Twin Lakes Capital Management
California
$86.3K – – –
IPW
2265
Impact Partnership Wealth
Georgia
$85.5K +$63.3K +311 +285%
CTWM
2266
Cherry Tree Wealth Management
Minnesota
$85.2K +$9.76K +48 +13%
RFG
2267
RFP Financial Group
Georgia
$84K – – –
CSWM
2268
Cassady Schiller Wealth Management
Ohio
$83.3K +$6.31K +31 +8%
Legacy Financial Group (Iowa)
2269
Legacy Financial Group (Iowa)
Iowa
$83.1K +$83.1K +408 New
JMF
2270
Johnson Midwest Financial
Iowa
$80.2K – – –
NIC
2271
Northwest Investment Counselors
Oregon
$78.1K +$4.48K +22 +6%
WWP
2272
WR Wealth Planners
Missouri
$73.3K -$1.22K -6 -2%
BAM
2273
Bellevue Asset Management
Washington
$73.1K -$26.9K -132 -27%
BC
2274
Barrett & Company
Rhode Island
$68.2K – – –
NSG
2275
Nalls Sherbakoff Group
Tennessee
$68K – – –
89 90
91
92 93