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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 %
PWMG
2451
Private Wealth Management Group
New Jersey
$45.7K +$45.7K +186 New
LFA
2452
Livelsberger Financial Advisory
Ohio
$45.5K +$45.5K +185 New
HT
2453
Headlands Technologies
Illinois
$45.2K -$515K -2,095 -92%
FFO
2454
Fortitude Family Office
Arizona
$44.5K +$44.5K +181 New
OC
2455
Oakmont Corp
California
$44.2K – – –
UFF
2456
USA Financial Formulas
Michigan
$44K +$30.2K +123 +220%
DWMG
2457
DB Wealth Management Group
California
$43.7K – – –
CJ
2458
Caitlin John
Michigan
$43.6K +$43.6K +177 New
ETC
2459
Exchange Traded Concepts
Oklahoma
$43K -$2.24M -9,137 -98%
SIS
2460
Strategic Investment Solutions
Illinois
$39.5K -$2.98M -12,132 -99%
PWA
2461
Provenance Wealth Advisors
Florida
$39.5K +$27.3K +111 +222%
TSWM
2462
Tyler-Stone Wealth Management
Ohio
$39.1K – – –
NF
2463
Norwood Financial
Pennsylvania
$38.3K – – –
JWM
2464
Janiczek Wealth Management
Colorado
$38.1K +$491 +2 +1%
NFSG
2465
Newbridge Financial Services Group
Florida
$36.5K -$36.7K -150 -50%
SCA
2466
Stuart Chaussee & Associates
California
$36.1K +$36.1K +147 New
GIS
2467
Grayhawk Investment Strategies
Alberta, Canada
$35.6K – – –
RL
2468
Rogco LP
Oklahoma
$35.4K -$6.39K -26 -15%
CCMI
2469
Creative Capital Management Investments
California
$34.6K – – –
TCG
2470
Transcendent Capital Group
Oklahoma
$33.7K +$33.7K +137 New
SVCP
2471
Silicon Valley Capital Partners
California
$31.3K – – –
BIA
2472
Bell Investment Advisors
California
$30.9K +$6.14K +25 +25%
KLWA
2473
Kelly Lawrence W & Associates
California
$30.5K -$7.86K -32 -21%
AAP
2474
Arax Advisory Partners
Colorado
$29.8K -$8.13K -33 -21%
HFS
2475
HBC Financial Services
Washington
$29K +$479 +2 +2%
97 98
99
100 101