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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 %
DWMG
2301
DB Wealth Management Group
California
$36.2K – – –
SV
2302
Sturgeon Ventures
United Kingdom
$34.6K – – –
RL
2303
Rogco LP
Oklahoma
$34.6K +$34.6K +170 New
TSWM
2304
Tyler-Stone Wealth Management
Ohio
$32K – – –
KLWA
2305
Kelly Lawrence W & Associates
California
$31.8K – – –
NF
2306
Norwood Financial
Pennsylvania
$31.8K – – –
CAS
2307
Coppell Advisory Solutions
Texas
$31.7K -$19.1K -92 -38%
AAP
2308
Arax Advisory Partners
Colorado
$31.3K -$7.12K -35 -19%
JWM
2309
Janiczek Wealth Management
Colorado
$31.2K – – –
KFS
2310
Kelly Financial Services
Massachusetts
$30.3K -$5.9K -29 -16%
FAM
2311
Flaharty Asset Management
Florida
$29.7K +$29.7K +146 New
GIS
2312
Grayhawk Investment Strategies
Alberta, Canada
$29.5K – – –
CCMI
2313
Creative Capital Management Investments
California
$28.7K +$8.35K +41 +41%
PPWM
2314
PFG Private Wealth Management
Florida
$27.9K -$63.9K -314 -70%
DWA
2315
Delos Wealth Advisors
Texas
$26.7K – – –
SOW
2316
State of Wyoming
Wyoming
$26.7K +$26.7K +131 New
SVCP
2317
Silicon Valley Capital Partners
California
$25.8K +$203 +1 +0.8%
TAM
2318
Tucker Asset Management
Colorado
$25.3K -$1.22K -6 -5%
KHC
2319
Koesten Hirschmann & Crabtree
Kansas
$25K – – –
BCM
2320
BluePath Capital Management
Georgia
$24.5K +$24.5K +120 New
HFS
2321
HBC Financial Services
Washington
$24K – – –
BWS
2322
Buck Wealth Strategies
Colorado
$23.8K -$16.1K -79 -40%
DFA
2323
DHJJ Financial Advisors
Illinois
$22.8K +$22.8K +112 New
FCMT
2324
Founders Capital Management (Texas)
Texas
$22.4K +$5.91K +29 +36%
SPWM
2325
Spartan Planning & Wealth Management
North Carolina
$22K +$22K +108 New
91 92
93
94 95