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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 %
RWA
1351
River Wealth Advisors
Pennsylvania
$972K -$48.9K -236 -5%
SSWM
1352
Sheets Smith Wealth Management
North Carolina
$972K -$67.1K -324 -6%
VDI
1353
Vaughan David Investments
Illinois
$970K -$2.49K -12 -0.3%
DF
1354
Donoghue Forlines
Massachusetts
$968K +$498K +2,407 +106%
SFS
1355
Strategic Financial Services
New York
$967K -$1.57M -7,572 -62%
GSB
1356
Greenfield Savings Bank
Massachusetts
$967K -$207 -1 -0%
CIAS
1357
Capital Investment Advisory Services
North Carolina
$951K +$7.87K +38 +0.8%
CBNLCF
1358
Cognios Beta Neutral Large Cap Fund
Kansas
$950K +$950K +4,590 New
MWM
1359
Marion Wealth Management
Pennsylvania
$946K +$172K +831 +22%
HAIM
1360
Hunter Associates Investment Management
Pennsylvania
$939K – – –
CAG
1361
Crestwood Advisors Group
Massachusetts
$938K -$83.2K -402 -8%
SIG
1362
Sky Investment Group
Connecticut
$935K +$50.7K +245 +6%
SGC
1363
Slocum, Gordon & Co
Rhode Island
$934K +$934K +4,509 New
NA
1364
Navellier & Associates
Nevada
$933K – – –
SIA
1365
SkyView Investment Advisors
New Jersey
$931K -$77.1K -372 -8%
BIG
1366
Builder Investment Group
Georgia
$929K +$929K +4,486 New
NWM
1367
Northwest Wealth Management
Iowa
$927K -$136K -655 -13%
WIS
1368
Wright Investors Service
Connecticut
$920K +$535K +2,585 +139%
CFD
1369
Creative Financial Designs
Indiana
$914K +$74.5K +360 +9%
ACP
1370
Aviance Capital Partners
Florida
$911K +$71.9K +347 +9%
MFG
1371
Magnus Financial Group
New York
$907K +$35.6K +172 +4%
GDP
1372
Great Diamond Partners
Maine
$902K -$78.7K -380 -8%
WP
1373
WealthSource Partners
California
$900K +$37.7K +182 +4%
CP
1374
Cumberland Partners
Ontario, Canada
$897K -$767K -3,705 -46%
WPC
1375
Waters Parkerson & Co
Louisiana
$896K +$15.1K +73 +2%
53 54
55
56 57