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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 %
IIA
1551
ICW Investment Advisors
Arizona
$654K +$23.8K +115 +4%
BMCM
1552
Burns Matteson Capital Management
New York
$653K +$7.25K +35 +1%
GFS
1553
GYL Financial Synergies
Connecticut
$652K +$16.2K +78 +3%
TWA
1554
Tillar-Wenstrup Advisors
Ohio
$651K – – –
VCM
1555
Violich Capital Management
California
$650K -$72.4K -350 -10%
KWM
1556
Kolinsky Wealth Management
New Jersey
$649K +$11.2K +54 +2%
SC
1557
Steph & Co
Wisconsin
$647K +$16.8K +81 +3%
TPA
1558
Trivium Point Advisory
Connecticut
$646K -$636 -3 -0.1%
AWA
1559
Aaron Wealth Advisors
Illinois
$645K +$373K +1,801 +137%
EL
1560
Essex LLC
Illinois
$645K +$8.28K +40 +1%
PEA
1561
Park Edge Advisors
Ohio
$644K +$644K +3,111 New
BMA
1562
Brooks Moore & Associates
Tennessee
$644K – – –
DFG
1563
Delta Financial Group
New Jersey
$642K +$642K +3,052 New
HNWAG
1564
High Net Worth Advisory Group
Florida
$639K -$152K -735 -19%
AWAG
1565
ARS Wealth Advisors Group
Florida
$636K -$115K -554 -15%
TA
1566
TCM Advisors
West Virginia
$633K -$537K – –
TWM
1567
Thrive Wealth Management
Pennsylvania
$633K +$15.7K +76 +3%
KP
1568
Keel Point
Alabama
$632K +$28.2K +136 +5%
DAM
1569
Diamant Asset Management
Connecticut
$632K – – –
SWM
1570
SeaCrest Wealth Management
New York
$630K +$20.7K +100 +3%
MSFS
1571
Main Street Financial Solutions
Pennsylvania
$627K +$152K +731 +32%
TAM
1572
Trillium Asset Management
Massachusetts
$626K -$56.1K -271 -8%
CG
1573
Clifford Group
Massachusetts
$625K +$625K +3,020 New
IA
1574
IFG Advisors
Missouri
$624K -$7.25K -35 -1%
HCA
1575
Harbour Capital Advisors
Virginia
$623K -$437K -2,105 -41%
61 62
63
64 65