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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 %
HA
2301
Hofer & Associates
California
$226K – – –
DA
2302
Dillon & Associates
Michigan
$225K +$3.93K +16 +2%
PCH
2303
PGIM Custom Harvest
New Jersey
$224K -$493 -2 -0.2%
BMC
2304
Benin Management Corp
Connecticut
$224K +$224K +907 New
MCM
2305
Monument Capital Management
Virginia
$223K -$14.8K -60 -6%
WC
2306
Wynn Capital
Georgia
$222K – – –
SWG
2307
Summit Wealth Group
Vermont
$222K – – –
JE
2308
JMAC Enterprises
Pennsylvania
$222K – – –
KA
2309
Kearns & Associates
California
$222K – – –
HCA
2310
Hyperion Capital Advisors
New York
$222K – – –
SWA
2311
Sax Wealth Advisors
New Jersey
$221K +$221K +898 New
BAM
2312
BOS Asset Management
Illinois
$221K – – –
JSAM
2313
J. Safra Asset Management
New York
$221K – – –
CCIA
2314
Campbell & Co Investment Adviser
Maryland
$221K -$7.18M -29,126 -97%
MS
2315
Madden Securities
Texas
$219K – – –
GWMIA
2316
Global Wealth Management Investment Advisory
Florida
$219K – – –
KFP
2317
Keener Financial Planning
Texas
$219K – – –
HTIM
2318
Harbour Trust & Investment Management
Indiana
$218K -$13.3K -54 -6%
FF
2319
Francis Financial
$218K +$218K +884 New
CWA
2320
Consilio Wealth Advisors
Washington
$218K +$218K +884 New
GWP
2321
Gateway Wealth Partners
Wisconsin
$216K +$216K +876 New
TA
2322
TrueWealth Advisors
Alabama
$214K +$214K +870 New
CCM
2323
Canal Capital Management
Virginia
$214K +$214K +869 New
SW
2324
Solidarity Wealth
Utah
$213K -$4.93K -20 -2%
EWA
2325
Etesian Wealth Advisors
Oregon
$213K +$213K +866 New
91 92
93
94 95