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Union Pacific
UNP

Overview Fund Activity

2,345 hedge funds and large institutions have $104B invested in Union Pacific in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 927 increasing their positions, 932 reducing their positions, and 201 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,345
Holders Change
-124
Holders Change %
-5.02%
% of All Funds
39.65%
Holding in Top 10
81
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-31.36%
% of All Funds
1.37%
New
114
Increased
927
Reduced
932
Closed
201
Calls
$1.53B
Puts
$1.5B
Net Calls
+$30.6M
Net Calls Change
-$28M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$601M
2
Morgan Stanley
Morgan Stanley
New York
+$563M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$432M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$367M
5
Marshall Wace
Marshall Wace
United Kingdom
+$240M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$620M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$314M
3
State Street
State Street
Massachusetts
-$243M
4
Bank of America
Bank of America
North Carolina
-$230M
5
Ameriprise
Ameriprise
Minnesota
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAA
1501
Global Assets Advisory
Florida
$731K +$731K +3,482 New
SCM
1502
Stonebridge Capital Management
California
$729K – – –
DWM
1503
Dakota Wealth Management
Florida
$729K +$284K +1,332 +64%
HKAM
1504
Horizon Kinetics Asset Management
New York
$728K +$853 +4 +0.1%
SF
1505
SBK Financial
Virginia
$725K – – –
SIA
1506
Soltis Investment Advisors
Utah
$725K +$18.1K +85 +3%
OIS
1507
Okabena Investment Services
Minnesota
$722K +$291K +1,365 +68%
FAG
1508
Financial Advisory Group
Texas
$721K -$14.3K -67 -2%
WAAG
1509
Wealth Alliance Advisory Group
Kansas
$720K +$70.1K +329 +11%
TCM
1510
Tufton Capital Management
Maryland
$719K +$25.8K +121 +4%
HAIM
1511
Hunter Associates Investment Management
Pennsylvania
$714K +$501K +2,345 +235%
KCM
1512
Kanawha Capital Management
Virginia
$713K +$17.1K +80 +2%
CFD
1513
Creative Financial Designs
Indiana
$713K +$73K +342 +11%
SS
1514
Sunbelt Securities
Texas
$712K -$34.1K -160 -5%
CFMC
1515
Curbstone Financial Management Corp
New Hampshire
$712K -$5.12K -24 -0.7%
FMLI
1516
Fukoku Mutual Life Insurance
Japan
$712K – – –
FFG
1517
Fortem Financial Group
California
$711K -$428K -2,005 -38%
RW
1518
REDW Wealth
New Mexico
$709K +$427 +2 +0.1%
CFO
1519
CVA Family Office
Colorado
$706K +$8.53K +40 +1%
AWAG
1520
ARS Wealth Advisors Group
Florida
$704K +$32K +150 +5%
IFS
1521
Intelligent Financial Strategies
Minnesota
$699K -$90.7K -425 -11%
CG
1522
CFO4Life Group
Texas
$698K -$79.9K -380 -10%
CC
1523
Courier Capital
New York
$698K -$8.53K -40 -1%
KP
1524
Keel Point
Alabama
$698K +$157K +664 +29%
EWP
1525
Engrave Wealth Partners
Texas
$696K +$13.6K +64 +2%
59 60
61
62 63