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Union Pacific
UNP

Overview Fund Activity

2,557 hedge funds and large institutions have $123B invested in Union Pacific in 2023 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 936 increasing their positions, 930 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,557
Holders Change
+173
Holders Change %
+7.26%
% of All Funds
37.48%
Holding in Top 10
87
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+64.15%
% of All Funds
1.28%
New
329
Increased
936
Reduced
930
Closed
118
Calls
$3.73B
Puts
$1.65B
Net Calls
+$2.08B
Net Calls Change
+$457M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$339M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$316M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$293M
5
Citadel Advisors
Citadel Advisors
Florida
+$217M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$320M
2
SCP
Soroban Capital Partners
New York
-$298M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$240M
4
Barclays
Barclays
United Kingdom
-$216M
5
First Trust Advisors
First Trust Advisors
Illinois
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
2351
Selway Asset Management
$202K +$202K +822 New
FA
2352
Fermata Advisors
California
$202K +$202K +822 New
HFS
2353
Howard Financial Services
Texas
$201K +$201K +819 New
WOC
2354
West Oak Capital
California
$201K – – –
HWM
2355
Hemington Wealth Management
Virginia
$201K +$201K +820 New
SHFP
2356
Second Half Financial Partners
Florida
$201K +$201K +817 New
HAFG
2357
Hansen & Associates Financial Group
California
$201K +$201K +803 New
BMC
2358
Benin Management Corp
Connecticut
$200K +$200K +815 New
ATC
2359
Advantage Trust Company
Kansas
$200K +$200K +814 New
PP
2360
Pingora Partners
Wyoming
$196K +$196K +800 New
ODG
2361
O'Dell Group
Ohio
$196K +$196K +800 New
SWM
2362
Sugarloaf Wealth Management
Georgia
$193K +$7.61K +31 +4%
AIM
2363
Acropolis Investment Management
Missouri
$188K +$21.9K +89 +13%
GJIA
2364
Glass Jacobson Investment Advisors
Maryland
$187K -$737 -3 -0.4%
BC
2365
Belmont Capital
California
$187K +$245 +1 +0.1%
GWMIA
2366
Global Wealth Management Investment Advisory
Florida
$187K – – –
TCWA
2367
Turtle Creek Wealth Advisors
Texas
$186K +$186K +756 New
SPWM
2368
Spartan Planning & Wealth Management
North Carolina
$185K +$158K +644 +596%
JFA
2369
JNBA Financial Advisors
Minnesota
$184K -$20.9K -85 -10%
CWA
2370
Core Wealth Advisors
Florida
$184K +$184K +750 New
AA
2371
AlphaMark Advisors
Kentucky
$182K – – –
JSAM
2372
J. Safra Asset Management
New York
$181K – – –
RWM
2373
Ruedi Wealth Management
Illinois
$181K – – –
RA
2374
Rise Advisors
New York
$175K +$14K +57 +9%
MFG
2375
Mendota Financial Group
Wisconsin
$171K +$98.2K +400 +135%
93 94
95
96 97