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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 %
MAWCM
2401
Mine & Arao Wealth Creation & Management
California
$118K +$1.23K +5 +1%
JWM
2402
Jupiter Wealth Management
Colorado
$118K – – –
WCM
2403
Winthrop Capital Management
Indiana
$116K +$116K +474 New
FP
2404
Financial Perspectives
Minnesota
$110K +$982 +4 +0.9%
SIS
2405
Sound Income Strategies
Florida
$107K -$23.8K -97 -18%
TLCM
2406
Twin Lakes Capital Management
California
$104K – – –
CTWM
2407
Cherry Tree Wealth Management
Minnesota
$103K – – –
IPW
2408
Impact Partnership Wealth
Georgia
$102K -$982 -4 -1%
VAG
2409
VisionPoint Advisory Group
Texas
$101K -$301K -1,226 -75%
CSWM
2410
Cassady Schiller Wealth Management
Ohio
$100K – – –
A
2411
AJOVista
Massachusetts
$100K +$100K +407 New
RFG
2412
RFP Financial Group
Georgia
$98.1K -$3.2K -13 -3%
BAM
2413
Bellevue Asset Management
Washington
$88.2K – – –
AWM
2414
Abound Wealth Management
Tennessee
$82.5K +$15K +61 +22%
BC
2415
Barrett & Company
Rhode Island
$82.3K – – –
AT
2416
Arlington Trust
Alabama
$81.5K -$64.1K -261 -44%
GFL
2417
Granite FO LLC
New Hampshire
$80.6K – – –
C
2418
Covestor
United Kingdom
$80K +$12.2K +50 +18%
RIM
2419
Rockbridge Investment Management
New York
$78.4K +$78.4K +319 New
PA
2420
Pineridge Advisors
Missouri
$77.6K +$77.6K +316 New
OA
2421
Operose Advisors
Wisconsin
$73.5K -$65.2K -265 -47%
HCP
2422
Hexagon Capital Partners
Arkansas
$72K -$3.67K -15 -5%
MFT
2423
Moisand Fitzgerald Tamayo
Florida
$71.7K -$3.68K -15 -5%
LIA
2424
Luken Investment Analytics
Tennessee
$71.7K – – –
SWM
2425
Sanctuary Wealth Management
Idaho
$71.2K – – –
95 96
97
98 99