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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 %
CFSG
1651
Clark Financial Services Group
Missouri
$538K -$11.8K -57 -2%
IAS
1652
Insigneo Advisory Services
Florida
$538K +$538K +2,598 New
SSG
1653
Summit Securities Group
New York
$537K -$42.7K -206 -7%
RIA
1654
Realta Investment Advisors
Delaware
$534K +$23K +111 +4%
CWM
1655
CarsonAllaria Wealth Management
Illinois
$533K -$21.3K -103 -4%
RSWM
1656
Robertson Stephens Wealth Management
California
$532K -$25.9K -125 -5%
DBG
1657
De Burlo Group
Massachusetts
$531K – – –
ICM
1658
IMS Capital Management
Oregon
$531K – – –
WI
1659
WrapManager Inc
California
$528K +$4.35K +21 +0.8%
HPM
1660
Hoxton Planning & Management
West Virginia
$527K +$527K +2,545 New
EA
1661
Evolution Advisers
Virginia
$523K -$60.4K -292 -10%
MCC
1662
Malaga Cove Capital
California
$522K +$128K +617 +32%
CMS
1663
Capital Market Strategies
Florida
$522K +$11.4K +55 +2%
AF
1664
Advisornet Financial
Minnesota
$522K -$41.8K -202 -7%
BPFA
1665
Barnes Pettey Financial Advisors
Mississippi
$522K – – –
CPWA
1666
Cerro Pacific Wealth Advisors
California
$522K -$115K -553 -18%
MAM
1667
Marotta Asset Management
Virginia
$521K -$2.69K -13 -0.5%
MA
1668
MONECO Advisors
Connecticut
$520K +$22.8K +110 +5%
PWMG
1669
Prestige Wealth Management Group
New Jersey
$519K -$10.6K -51 -2%
JSW
1670
Journey Strategic Wealth
New Jersey
$519K +$92.2K +445 +22%
JCA
1671
Jade Capital Advisors
New Jersey
$518K +$518K +2,500 New
SW
1672
SMART Wealth
Nebraska
$516K +$516K +2,493 New
KFP
1673
KB Financial Partners
New Jersey
$516K -$26.7K -129 -5%
MP
1674
McDonald Partners
Ohio
$516K +$207 +1 +0%
OMC
1675
Overbrook Management Corp
New York
$514K – – –
65 66
67
68 69