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Union Pacific
UNP

Overview Fund Activity

2,384 hedge funds and large institutions have $99.3B invested in Union Pacific in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 877 increasing their positions, 972 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
-16
Holders Change %
-0.67%
% of All Funds
38.01%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.85%
New
141
Increased
877
Reduced
972
Closed
128
Calls
$3.19B
Puts
$1.57B
Net Calls
+$1.62B
Net Calls Change
+$327M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.13B
2
Capital World Investors
Capital World Investors
California
$610M
3
ClearBridge Investments
ClearBridge Investments
New York
$841M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.12B
5
Barclays
Barclays
United Kingdom
$556M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$312M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$27.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$18M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.79B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
I
2451
InceptionR
California
– -$354K -1,728 Closed
V
2452
ViaWealth
Kansas
– -$352K -1,719 Closed
GCMG
2453
Gyroscope Capital Management Group
Florida
– -$348K -1,700 Closed
RDWM
2454
Red Door Wealth Management
Tennessee
– -$327K -1,597 Closed
LJAC
2455
L.J. Altfest & Co
New York
– -$307K -1,502 Closed
GCM
2456
Graham Capital Management
Connecticut
– -$289K -1,414 Closed
FDS
2457
Freedom Day Solutions
Texas
– -$262K -1,282 Closed
DG
2458
DMC Group
Alabama
– -$262K -1,282 Closed
DU
2459
Delphia (USA)
Ontario, Canada
– -$259K -1,267 Closed
CWM
2460
Cahaba Wealth Management
Georgia
– -$255K -1,247 Closed
RCWM
2461
Royal Capital Wealth Management
Indiana
– -$255K -1,245 Closed
VCP
2462
Vista Capital Partners
Oregon
– -$250K -1,220 Closed
RIS
2463
Retirement Income Solutions
Michigan
– -$247K -1,206 Closed
MA
2464
MBA Advisors
Pennsylvania
– -$240K -1,175 Closed
STC
2465
Sarah T. Connolly
– -$237K -1,160 Closed
DCM
2466
Deuterium Capital Management
Florida
– -$233K -1,137 Closed
VP
2467
Verum Partners
North Carolina
– -$233K -1,137 Closed
CWA
2468
CM Wealth Advisors
Ohio
– -$262K -1,125 Closed
SWIG
2469
Strategic Wealth Investment Group
Kentucky
– -$228K -1,116 Closed
MFG
2470
Menard Financial Group
Texas
– -$227K -1,111 Closed
BWA
2471
Bordeaux Wealth Advisors
California
– -$227K -1,110 Closed
CIG
2472
Cairn Investment Group
Washington
– -$227K -1,110 Closed
CIAS
2473
CFS Investment Advisory Services
New Jersey
– -$224K -1,095 Closed
FW
2474
FirstPurpose Wealth
Utah
– -$223K -1,088 Closed
TFCP
2475
Twin Focus Capital Partners
Massachusetts
– -$221K -1,080 Closed
97 98
99
100 101