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Union Pacific

2,613 hedge funds and large institutions have $119B invested in Union Pacific in 2024 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 942 increasing their positions, 1,041 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 121

52% more call options, than puts

Call options by funds: $1.38B | Put options by funds: $910M

2% more funds holding

Funds holding: 2,5732,613 (+40)

3% less capital invested

Capital invested by funds: $123B → $119B (-$3.9B)

10% less repeat investments, than reductions

Existing positions increased: 942 | Existing positions reduced: 1,041

2.74% less ownership

Funds ownership: 82.24%79.51% (-2.7%)

28% less funds holding in top 10

Funds holding in top 10: 8863 (-25)

Holders
2,613
Holders Change
+40
Holders Change %
+1.55%
% of All Funds
37.64%
Holding in Top 10
63
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-28.41%
% of All Funds
0.91%
New
195
Increased
942
Reduced
1,041
Closed
121
Calls
$1.38B
Puts
$910M
Net Calls
+$470M
Net Calls Change
-$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.2B +$6.59M +26,793 +0%
BlackRock
2
BlackRock
New York
$10.3B -$31.3M -127,190 -0.3%
State Street
3
State Street
Massachusetts
$6.07B -$16.7M -67,811 -0.3%
Bank of America
4
Bank of America
North Carolina
$3.48B +$87.1M +353,747 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3B +$89.4M +363,138 +3%
Capital International Investors
6
Capital International Investors
California
$2.64B -$847M -3,442,404 -24%
Morgan Stanley
7
Morgan Stanley
New York
$2.41B -$2.48B -10,078,586 -51%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.4B -$68.1M -276,537 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.15B +$338M +1,371,520 +19%
Ameriprise
10
Ameriprise
Minnesota
$2.02B -$33.1M -134,540 -2%
Norges Bank
11
Norges Bank
Norway
$1.98B +$146M +594,469 +8%
Capital Research Global Investors
12
Capital Research Global Investors
California
$1.81B +$128M +518,985 +8%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$1.74B -$105M -427,042 -6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.67B -$59.5M -241,895 -3%
Franklin Resources
15
Franklin Resources
California
$1.56B +$210M +852,176 +15%
Northern Trust
16
Northern Trust
Illinois
$1.51B -$63.9M -259,529 -4%
Fisher Asset Management
17
Fisher Asset Management
Washington
$1.47B +$29.7M +120,770 +2%
Invesco
18
Invesco
Georgia
$1.36B +$40.3M +163,572 +3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.26B -$35.3M -143,417 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.23B +$349K +1,420 +0%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.22B +$8.92M +36,239 +0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.19B -$117M -474,329 -9%
N
23
Nuveen
North Carolina
$1.09B -$4.05M -16,465 -0.4%
ClearBridge Investments
24
ClearBridge Investments
New York
$1.08B +$58.3M +237,083 +6%
UBS Group
25
UBS Group
Switzerland
$1.03B +$30.4M +123,727 +3%

UNP Hedge Fund Activity: Q1 2024 in Review

2,613 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q1 2024, worth a combined $119B — down 3.2% from $123B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new UNP positions and 121 closed out — a net gain of 74 holders — while 942 added to existing stakes and 1,041 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $338M. The largest seller was Morgan Stanley, cutting an estimated $2.48B.

  • 2,613 institutional investors held Union Pacific (UNP) as of Q1 2024, up from 2,573 in Q4 2023.
  • Funds reported $119B of Union Pacific stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 195 funds opened new Union Pacific positions in Q1 2024 and 121 closed out, a net change of +74 holders.
  • The largest Union Pacific buyer in Q1 2024 was JP Morgan Chase, an estimated $338M added.
  • The largest Union Pacific seller in Q1 2024 was Morgan Stanley, an estimated $2.48B sold.

Based on aggregated 13F filings for Q1 2024.