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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 %
GFL
2276
Granite FO LLC
New Hampshire
$66.8K – – –
HCP
2277
Hexagon Capital Partners
Arkansas
$62.9K +$20.6K +101 +49%
MFT
2278
Moisand Fitzgerald Tamayo
Florida
$62.5K +$3.05K +15 +5%
NFSG
2279
Newbridge Financial Services Group
Florida
$60.8K -$3.66K -18 -6%
MFG
2280
Mendota Financial Group
Wisconsin
$60.2K – – –
LIA
2281
Luken Investment Analytics
Tennessee
$59.5K – – –
SWM
2282
Sanctuary Wealth Management
Idaho
$59.1K -$1.63K -8 -3%
C
2283
Covestor
United Kingdom
$56K -$202 -1 -0.4%
AWM
2284
Abound Wealth Management
Tennessee
$56K – – –
RBC
2285
Roble Belko & Company
Pennsylvania
$54K – – –
WIM
2286
Westside Investment Management
California
$54K -$5.09K -25 -9%
BWAM
2287
Boyd Watterson Asset Management
Ohio
$52.3K -$611 -3 -1%
CHA
2288
Carmichael Hill & Associates
Maryland
$52.2K +$204 +1 +0.4%
WOSD
2289
WFA of San Diego
California
$50.9K -$4.07K -20 -7%
AFIA
2290
America First Investment Advisors
Nebraska
$50.7K – – –
AIM
2291
Arcadia Investment Management
Michigan
$50.1K – – –
PCA
2292
Providence Capital Advisors
North Carolina
$48.9K – – –
HF
2293
Halpern Financial
Virginia
$44.6K +$37.7K +185 +544%
CCC
2294
Chelsea Counsel Company
California
$42.8K – – –
SC
2295
Stephens Consulting
Michigan
$42.1K +$203 +1 +0.5%
CFS
2296
CGC Financial Services
Oregon
$41.5K – – –
RA
2297
Rational Advisors
New York
$41.1K -$1.22K -6 -3%
IWP
2298
IAG Wealth Partners
Wisconsin
$40.7K – – –
IAS
2299
IMA Advisory Services
Colorado
$36.7K – – –
OC
2300
Oakmont Corp
California
$36.7K – – –
90 91
92
93 94