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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
PTC
2351
Provident Trust Company
Wisconsin
$209K +$205K +847 New
MAM
2352
Magellan Asset Management
Australia
$208K -$60.1K -248 -23%
QPWM
2353
Quadrant Private Wealth Management
Pennsylvania
$208K +$205K +845 New
GG
2354
Gleason Group
Kentucky
$208K -$25.5K -105 -11%
LRIA
2355
Leonard Rickey Investment Advisors
Washington
$208K +$205K +844 New
AI
2356
Accredited Investors
Minnesota
$208K +$204K +843 New
ATC
2357
Adirondack Trust Company
New York
$207K -$8.49K -35 -4%
BP
2358
BWM Planning
Texas
$207K +$203K +839 New
RIM
2359
Reliant Investment Management
Tennessee
$207K +$203K +838 New
ZIG
2360
Zullo Investment Group
Pennsylvania
$206K +$203K +837 New
SI
2361
Seeds Investor
New York
$206K +$203K +836 New
KBFS
2362
Kohmann Bosshard Financial Services
Ohio
$206K +$203K +836 New
RWI
2363
Red Wave Investments
Pennsylvania
$206K +$202K +835 New
SOAG
2364
Silver Oak Advisory Group
Oregon
$205K +$202K +832 New
TSS
2365
Two Sigma Securities
New York
$205K -$479K -1,975 -70%
FNBTCON
2366
First National Bank & Trust Co of Newtown
Pennsylvania
$204K +$201K +829 New
SHFP
2367
Second Half Financial Partners
Florida
$204K +$201K +827 New
KC
2368
Kinloch Capital
Virginia
$204K +$201K +827 New
KCFA
2369
Key Client Fiduciary Advisors
New Jersey
$203K +$200K +825 New
SRSA
2370
S.R. Schill & Associates
Washington
$203K +$200K +825 New
SAM
2371
Selway Asset Management
$203K +$199K +822 New
LAM
2372
Lifestyle Asset Management
Texas
$202K +$198K +818 New
FDS
2373
Freedom Day Solutions
Texas
$201K -$24.2K -100 -11%
CWA
2374
Canvas Wealth Advisors
Kansas
$200K +$197K +812 New
FMP
2375
Financial Management Professionals
Texas
$198K +$1.46K +6 +0.8%

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.