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Union Pacific
UNP

Overview Fund Activity

2,385 hedge funds and large institutions have $126B invested in Union Pacific in 2021 Q4 according to their latest regulatory filings, with 361 funds opening new positions, 858 increasing their positions, 818 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,385
Holders Change
+231
Holders Change %
+10.72%
% of All Funds
36.83%
Holding in Top 10
80
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+77.78%
% of All Funds
1.24%
New
361
Increased
858
Reduced
818
Closed
97
Calls
$1.44B
Puts
$1.82B
Net Calls
-$387M
Net Calls Change
-$121M

Top Buyers

1
BlackRock
BlackRock
New York
+$699M
2
DZ Bank
DZ Bank
Germany
+$563M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$394M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$382M
5
Morgan Stanley
Morgan Stanley
New York
+$203M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$740M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
3
SCP
Soroban Capital Partners
New York
-$200M
4
Capital International Investors
Capital International Investors
California
-$187M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1626
ASB Consultores
Florida
$644K +$644K +2,556 New
AA
1627
Apriem Advisors
California
$641K – – –
PWPS
1628
Pinnacle Wealth Planning Services
Ohio
$640K +$3.53K +14 +0.6%
FA
1629
Financial Advisors
Massachusetts
$637K +$2.27K +9 +0.4%
ICM
1630
IMS Capital Management
Oregon
$636K -$8.56K -34 -1%
1WM
1631
1900 Wealth Management
Texas
$636K +$184K +730 +41%
ARC
1632
Advisor Resource Council
Texas
$636K +$636K +2,528 New
TIM
1633
Tortoise Investment Management
New York
$633K – – –
MIM
1634
Montgomery Investment Management
Maryland
$630K – – –
FMTC
1635
Farmers & Merchants Trust Company
California
$626K +$57.5K +228 +10%
LSPW
1636
Lake Street Private Wealth
Illinois
$626K +$227K +900 +57%
BBA
1637
BLB&B Advisors
Pennsylvania
$624K -$940K -3,729 -60%
WRM
1638
Weybosset Research & Management
Rhode Island
$624K – – –
VAM
1639
Verity Asset Management
North Carolina
$620K – – –
BFG
1640
Berger Financial Group
Minnesota
$618K +$167K +663 +37%
CMS
1641
Capital Market Strategies
Florida
$616K +$616K +2,445 New
MW
1642
Marcum Wealth
Ohio
$612K +$29.2K +116 +5%
HCMG
1643
Howard Capital Management Group
California
$611K -$6.3K -25 -1%
ABLA
1644
Alan B. Lancz & Associates
Ohio
$611K +$611K +2,426 New
DIA
1645
Dana Investment Advisors
Wisconsin
$609K – – –
LWMG
1646
Levy Wealth Management Group
Pennsylvania
$609K +$755 +3 +0.1%
UAML
1647
US Asset Management LLC
Pennsylvania
$606K -$1.01K -4 -0.2%
1W
1648
1776 Wealth
Georgia
$606K +$606K +2,405 New
TFA
1649
Toth Financial Advisory
Virginia
$604K +$125K +497 +26%
SSWG
1650
Seven Springs Wealth Group
Tennessee
$603K -$180K -713 -23%
64 65
66
67 68