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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 %
PPC
1401
Park Place Capital
Alabama
$844K +$844K +4,075 New
FFM
1402
Forum Financial Management
Illinois
$844K -$6.01K -29 -0.7%
FNBSF
1403
First National Bank Sioux Falls
South Dakota
$842K – – –
VWA
1404
Visionary Wealth Advisors
Illinois
$840K +$32.7K +158 +4%
SHWM
1405
Silicon Hills Wealth Management
Texas
$839K -$19.7K -95 -2%
ARMT
1406
Amica Retiree Medical Trust
Rhode Island
$838K +$346K +1,669 +70%
CI
1407
CX Institutional
Indiana
$837K +$531K +2,563 +173%
KCM
1408
Kanawha Capital Management
Virginia
$836K +$91.4K +441 +12%
FSA
1409
Fort Sheridan Advisors
Illinois
$834K +$20.5K +99 +3%
TA
1410
Tiedemann Advisors
New York
$834K +$6.21K +30 +0.8%
CAAS
1411
Capital Asset Advisory Services
Michigan
$834K +$225K +1,082 +37%
IP
1412
Isthmus Partners
Wisconsin
$830K – – –
TTWM
1413
TCV Trust & Wealth Management
Virginia
$830K -$207 -1 -0%
S
1414
SimplyRich
California
$829K -$72.8K -352 -8%
RCA
1415
Rex Capital Advisors
Rhode Island
$828K – – –
BFS
1416
Bard Financial Services
Connecticut
$828K – – –
FWTB
1417
First Western Trust Bank
Colorado
$824K -$4.3M -20,763 -84%
BCFD
1418
Boit C.F. David
$823K – – –
CWP
1419
Curated Wealth Partners
California
$821K +$66.1K +319 +9%
V
1420
VeraBank
Texas
$818K -$118K -572 -13%
OCM
1421
Orser Capital Management
Texas
$817K -$24.8K -120 -3%
FCFS
1422
First Command Financial Services
Texas
$817K – – –
FCB
1423
First Command Bank
Texas
$817K – – –
NW
1424
Naviter Wealth
Arkansas
$815K +$104K +512 +15%
IFS
1425
Intelligent Financial Strategies
Minnesota
$813K +$134K +647 +20%
55 56
57
58 59