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Union Pacific
UNP

Overview Fund Activity

2,407 hedge funds and large institutions have $100B invested in Union Pacific in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 874 increasing their positions, 953 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,407
Holders Change
+96
Holders Change %
+4.15%
% of All Funds
38.84%
Holding in Top 10
64
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-20%
% of All Funds
1.03%
New
243
Increased
874
Reduced
953
Closed
102
Calls
$1.63B
Puts
$1.57B
Net Calls
+$63.9M
Net Calls Change
-$81.9M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$728M
3
Bank of America
Bank of America
North Carolina
+$385M
4
Franklin Resources
Franklin Resources
California
+$307M
5
Invesco
Invesco
Georgia
+$279M

Top Sellers

1
TCI Fund Management
TCI Fund Management
United Kingdom
-$1.14B
2
Parnassus Investments
Parnassus Investments
California
-$282M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$254M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$241M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
1201
Ossiam
France
$1.35M +$598K +2,887 +80%
WMC
1202
Westwood Management Corporation
Illinois
$1.35M – – –
AA
1203
Argent Advisors
Louisiana
$1.35M +$45.1K +218 +3%
ESB
1204
Essex Savings Bank
Connecticut
$1.35M +$31.1K +150 +2%
BHPW
1205
Beverly Hills Private Wealth
California
$1.34M +$1.34M +6,490 New
CWM
1206
Catalyst Wealth Management
Georgia
$1.34M +$1.34M +6,448 New
AWM
1207
Angeles Wealth Management
California
$1.33M -$64.8K -313 -5%
CCA
1208
Checchi Capital Advisers
California
$1.33M -$214K -1,032 -14%
MIM
1209
MTM Investment Management
South Carolina
$1.33M +$17.4K +84 +1%
AWP
1210
Accretive Wealth Partners
New Jersey
$1.33M +$29.4K +142 +2%
PA
1211
Profund Advisors
Maryland
$1.32M +$150K +723 +13%
PFBT
1212
Parkside Financial Bank & Trust
Missouri
$1.32M -$108K -523 -8%
SICM
1213
Sustainable Insight Capital Management
New York
$1.3M +$1.3M +6,263 New
TW
1214
TrinityPoint Wealth
Connecticut
$1.29M +$25.9K +125 +2%
PWA
1215
Physician Wealth Advisors
Utah
$1.29M – – –
ERIM
1216
Eagle Ridge Investment Management
Connecticut
$1.29M – – –
CL
1217
Choreo LLC
Illinois
$1.29M -$133K -643 -9%
MWM
1218
Massachusetts Wealth Management
Massachusetts
$1.29M +$1.29M +6,320 New
BC
1219
Bowman & Company
Wisconsin
$1.28M +$87.8K +424 +7%
BSA
1220
Bull Street Advisors
Georgia
$1.28M – – –
MCA
1221
Magnolia Capital Advisors
Mississippi
$1.28M +$95.5K +461 +8%
TNBTD
1222
Trustmark National Bank Trust Department
Mississippi
$1.27M -$16.8K -81 -1%
FPAS
1223
Focus Partners Advisor Solutions
Missouri
$1.27M -$290K -1,400 -19%
BFW
1224
Brady Family Wealth
Missouri
$1.27M +$1.27M +6,115 New
PFS
1225
Physicians Financial Services
North Carolina
$1.27M – – –
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