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Union Pacific

2,607 hedge funds and large institutions have $119B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,019 increasing their positions, 982 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 96

8% more capital invested

Capital invested by funds: $110B → $119B (+$9.09B)

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

2% more funds holding

Funds holding: 2,5622,607 (+45)

4% more repeat investments, than reductions

Existing positions increased: 1,019 | Existing positions reduced: 982

1% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.22B

0.18% less ownership

Funds ownership: 79.68%79.49% (-0.18%)

Holders
2,607
Holders Change
+45
Holders Change %
+1.76%
% 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
0.76%
New
175
Increased
1,019
Reduced
982
Closed
96
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2326
BOS Asset Management
Illinois
$221K
JSAM
2327
J. Safra Asset Management
New York
$221K
CCIA
2328
Campbell & Co Investment Adviser
Maryland
$221K -$7.06M -29,126 -97%
GWMIA
2329
Global Wealth Management Investment Advisory
Florida
$219K
MS
2330
Madden Securities
Texas
$219K
KFP
2331
Keener Financial Planning
Texas
$219K
HTIM
2332
Harbour Trust & Investment Management
Indiana
$218K -$13.1K -54 -6%
FF
2333
Francis Financial
$218K +$214K +884 New
CWA
2334
Consilio Wealth Advisors
Washington
$218K +$214K +884 New
GWP
2335
Gateway Wealth Partners
Wisconsin
$216K +$212K +876 New
TA
2336
TrueWealth Advisors
Alabama
$214K +$211K +870 New
CCM
2337
Canal Capital Management
Virginia
$214K +$211K +869 New
SW
2338
Solidarity Wealth
Utah
$213K -$4.85K -20 -2%
EWA
2339
Etesian Wealth Advisors
Oregon
$213K +$210K +866 New
RFA
2340
Register Financial Advisors
Georgia
$212K -$84.9K -350 -29%
MPM
2341
Meritage Portfolio Management
Kansas
$212K +$208K +859 New
AP
2342
Atwood & Palmer
Missouri
$211K
WDL
2343
Well Done LLC
Michigan
$210K -$30.1K -124 -13%
SFG
2344
Sovereign Financial Group
Connecticut
$210K +$207K +853 New
LC
2345
LCNB Corp
Ohio
$210K +$207K +852 New
AIS
2346
AM Investment Strategies
Tennessee
$210K +$207K +853 New
AIA
2347
Angeles Investment Advisors
California
$210K +$206K +851 New
SIAG
2348
Safeguard Investment Advisory Group
California
$209K +$206K +849 New
OSNBOA
2349
Old Second National Bank of Aurora
Illinois
$209K
PWMG
2350
Pinnacle Wealth Management Group
Michigan
$209K +$206K +848 New

UNP Hedge Fund Activity: Q3 2024 in Review

2,607 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2024, worth a combined $119B — up 8.3% from $110B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new UNP positions and 96 closed out — a net gain of 79 holders — while 1,019 added to existing stakes and 982 trimmed.

The largest buyer was DZ Bank, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $344M.

  • 2,607 institutional investors held Union Pacific (UNP) as of Q3 2024, up from 2,562 in Q2 2024.
  • Funds reported $119B of Union Pacific stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 175 funds opened new Union Pacific positions in Q3 2024 and 96 closed out, a net change of +79 holders.
  • The largest Union Pacific buyer in Q3 2024 was DZ Bank, an estimated $818M added.
  • The largest Union Pacific seller in Q3 2024 was Bank of America, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2024.