Union Pacific
UNP
2,397 hedge funds and large institutions have $100B invested in Union Pacific in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 882 increasing their positions, 976 reducing their positions, and 128 closing their positions.
103% more call options, than puts
Call options by funds: $3.19B | Put options by funds: $1.57B
29% more capital inflows, than outflows
Capital inflows: $8.09B | Capital outflows: $6.25B
1.19% more ownership
Funds ownership: 78.65% → 79.84% (+1.2%)
9% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 128
1% less funds holding
Funds holding: 2,414 → 2,397 (-17)
10% less repeat investments, than reductions
Existing positions increased: 882 | Existing positions reduced: 976
5% less funds holding in top 10
Funds holding in top 10: 57 → 54 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.02B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$601M |
| 3 |
ClearBridge Investments
New York
|
+$469M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$462M |
| 5 |
Barclays
London,
United Kingdom
|
+$317M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$459M |
| 2 |
Two Sigma Advisers
New York
|
-$363M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$360M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$341M |
| 5 |
JP Morgan Chase
New York
|
-$314M |
UNP Hedge Fund Activity: Q3 2023 in Review
2,397 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2023, worth a combined $100B — up 1% from $98.5B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new UNP positions and 128 closed out — a net gain of 12 holders — while 882 added to existing stakes and 976 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $1.02B. The largest seller was Lazard Asset Management, cutting an estimated $459M.
- 2,397 institutional investors held Union Pacific (UNP) as of Q3 2023, down from 2,414 in Q2 2023.
- Funds reported $100B of Union Pacific stock for Q3 2023, up 1% quarter-over-quarter.
- 140 funds opened new Union Pacific positions in Q3 2023 and 128 closed out, a net change of +12 holders.
- The largest Union Pacific buyer in Q3 2023 was Capital Research Global Investors, an estimated $1.02B added.
- The largest Union Pacific seller in Q3 2023 was Lazard Asset Management, an estimated $459M sold.
Based on aggregated 13F filings for Q3 2023.