Union Pacific
UNP
2,574 hedge funds and large institutions have $123B invested in Union Pacific in 2023 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 938 increasing their positions, 935 reducing their positions, and 119 closing their positions.
180% more first-time investments, than exits
New positions opened: 333 | Existing positions closed: 119
125% more call options, than puts
Call options by funds: $3.73B | Put options by funds: $1.65B
63% more funds holding in top 10
Funds holding in top 10: 54 → 88 (+34)
23% more capital invested
Capital invested by funds: $99.5B → $123B (+$23.4B)
7% more funds holding
Funds holding: 2,398 → 2,574 (+176)
2.4% more ownership
Funds ownership: 79.85% → 82.24% (+2.4%)
0% more repeat investments, than reductions
Existing positions increased: 938 | Existing positions reduced: 935
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.42B |
| 2 |
JP Morgan Chase
New York
|
+$304M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$283M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$262M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$194M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$286M |
| 2 |
SCP
Soroban Capital Partners
New York
|
-$267M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$215M |
| 4 |
Barclays
London,
United Kingdom
|
-$193M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$191M |
UNP Hedge Fund Activity: Q4 2023 in Review
2,574 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2023, worth a combined $123B — up 23% from $99.5B a quarter earlier.
Buyers outnumbered sellers: 333 funds opened new UNP positions and 119 closed out — a net gain of 214 holders — while 938 added to existing stakes and 935 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.42B. The largest seller was T. Rowe Price Associates, cutting an estimated $286M.
- 2,574 institutional investors held Union Pacific (UNP) as of Q4 2023, up from 2,398 in Q3 2023.
- Funds reported $123B of Union Pacific stock for Q4 2023, up 23% quarter-over-quarter.
- 333 funds opened new Union Pacific positions in Q4 2023 and 119 closed out, a net change of +214 holders.
- The largest Union Pacific buyer in Q4 2023 was Morgan Stanley, an estimated $2.42B added.
- The largest Union Pacific seller in Q4 2023 was T. Rowe Price Associates, an estimated $286M sold.
Based on aggregated 13F filings for Q4 2023.