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Union Pacific

2,607 hedge funds and large institutions have $119B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,019 increasing their positions, 982 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 96

8% more capital invested

Capital invested by funds: $110B → $119B (+$9.09B)

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

2% more funds holding

Funds holding: 2,5622,607 (+45)

4% more repeat investments, than reductions

Existing positions increased: 1,019 | Existing positions reduced: 982

1% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.22B

0.18% less ownership

Funds ownership: 79.68%79.49% (-0.18%)

Holders
2,607
Holders Change
+45
Holders Change %
+1.76%
% of All Funds
37.43%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.76%
New
175
Increased
1,019
Reduced
982
Closed
96
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.5B +$115M +473,536 +0.8%
BlackRock
2
BlackRock
New York
$10.7B +$134M +550,745 +1%
State Street
3
State Street
Massachusetts
$6.11B +$52.8M +217,780 +0.9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.15B +$44.3M +182,620 +1%
Bank of America
5
Bank of America
North Carolina
$2.92B -$344M -1,420,721 -11%
Capital International Investors
6
Capital International Investors
California
$2.55B -$65.2M -269,070 -3%
Morgan Stanley
7
Morgan Stanley
New York
$2.4B -$89.3M -368,154 -4%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.25B -$88.7M -365,602 -4%
Capital Research Global Investors
9
Capital Research Global Investors
California
$2.24B +$200M +825,788 +10%
Ameriprise
10
Ameriprise
Minnesota
$2.19B +$138M +569,977 +7%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.11B +$28M +115,636 +1%
Norges Bank
12
Norges Bank
Norway
$1.97B -$41.2M -169,887 -2%
Franklin Resources
13
Franklin Resources
California
$1.8B +$152M +625,492 +9%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.63B -$18.2M -74,973 -1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$1.6B -$93.5M -385,651 -6%
Fisher Asset Management
16
Fisher Asset Management
Washington
$1.55B +$34.9M +143,896 +2%
Invesco
17
Invesco
Georgia
$1.52B +$55M +226,972 +4%
Northern Trust
18
Northern Trust
Illinois
$1.49B -$43.2M -178,237 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.24B +$7.73M +31,899 +0.6%
Capital World Investors
20
Capital World Investors
California
$1.22B +$164M +674,536 +16%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.21B +$29M +119,543 +2%
UBS Group
22
UBS Group
Switzerland
$1.18B +$18.3M +75,653 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.16B -$33.5M -138,062 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.16B -$26.6M -109,801 -2%
N
25
Nuveen
North Carolina
$1.06B -$1.63M -6,706 -0.2%

UNP Hedge Fund Activity: Q3 2024 in Review

2,607 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2024, worth a combined $119B — up 8.3% from $110B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new UNP positions and 96 closed out — a net gain of 79 holders — while 1,019 added to existing stakes and 982 trimmed.

The largest buyer was DZ Bank, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $344M.

  • 2,607 institutional investors held Union Pacific (UNP) as of Q3 2024, up from 2,562 in Q2 2024.
  • Funds reported $119B of Union Pacific stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 175 funds opened new Union Pacific positions in Q3 2024 and 96 closed out, a net change of +79 holders.
  • The largest Union Pacific buyer in Q3 2024 was DZ Bank, an estimated $818M added.
  • The largest Union Pacific seller in Q3 2024 was Bank of America, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2024.