UNP icon

Union Pacific
UNP

Overview Fund Activity

2,588 hedge funds and large institutions have $117B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,015 increasing their positions, 974 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+45
Holders Change %
+1.77%
% of All Funds
37.43%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.77%
New
175
Increased
1,015
Reduced
974
Closed
95
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$835M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$355M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$204M
4
Capital World Investors
Capital World Investors
California
+$166M
5
Franklin Resources
Franklin Resources
California
+$153M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$350M
2
SWM
Scissortail Wealth Management
Oklahoma
-$232M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$196M
4
First Trust Advisors
First Trust Advisors
Illinois
-$181M
5
SCP
Soroban Capital Partners
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
2251
Sanchez Wealth Management Group
Florida
$241K – – –
SFS
2252
Summit Financial Strategies
Ohio
$241K – – –
FUBT
2253
First United Bank & Trust
Maryland
$240K -$25.9K -105 -10%
Members Trust
2254
Members Trust
Florida
$240K -$986 -4 -0.4%
EFG
2255
Ethos Financial Group
Pennsylvania
$240K -$19.9K -80 -8%
AC
2256
Apella Capital
Connecticut
$240K +$240K +985 New
WA
2257
Wealth Architects
California
$240K +$739 +3 +0.3%
KWM
2258
KFG Wealth Management
Indiana
$239K +$19.7K +80 +9%
PCM
2259
Princeton Capital Management
New Jersey
$239K -$46.8K -190 -16%
AWM
2260
Aprio Wealth Management
Georgia
$237K +$18.2K +74 +8%
BCG
2261
Breakwater Capital Group
New Jersey
$237K +$1.48K +6 +0.6%
OA
2262
Oxbow Advisors
Texas
$237K +$8.87K +36 +4%
SEP
2263
Southland Equity Partners
Missouri
$236K +$236K +959 New
FAG
2264
Fortitude Advisory Group
Washington
$236K -$6.9K -28 -3%
GKIM
2265
GW&K Investment Management
Massachusetts
$236K +$15.3K +62 +7%
BMWM
2266
Brown Miller Wealth Management
Virginia
$236K -$21.7K -88 -8%
AT
2267
Avalon Trust
New Mexico
$235K -$5.92K -24 -2%
CA
2268
Crewe Advisors
Utah
$235K -$2.22K -9 -0.9%
TCWA
2269
Turtle Creek Wealth Advisors
Texas
$235K +$235K +955 New
LSA
2270
Lansing Street Advisors
Pennsylvania
$235K +$16.8K +68 +8%
GWM
2271
Gray Wealth Management
Maine
$234K – – –
BL
2272
Balentine LLC
Georgia
$234K +$8.63K +35 +4%
CYG
2273
Clean Yield Group
Vermont
$234K – – –
WWC
2274
Waypoint Wealth Counsel
Georgia
$234K +$234K +949 New
AP
2275
Adero Partners
California
$233K +$233K +947 New
89 90
91
92 93