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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 %
EA
1701
Ellsworth Advisors
Ohio
$494K +$494K +2,356 New
NAG
1702
Northstar Advisory Group
New Jersey
$493K +$82K +396 +20%
WI
1703
Wintrust Investments
Illinois
$491K -$109K -525 -18%
CCG
1704
Ceeto Capital Group
Florida
$491K +$5.39K +26 +1%
AWA
1705
Arkadios Wealth Advisors
Georgia
$491K -$16.6K -80 -3%
EWA
1706
EverSource Wealth Advisors
Alabama
$491K -$218K -1,053 -31%
VWM
1707
Venturi Wealth Management
Texas
$490K +$93K +449 +23%
HCMT
1708
Highland Capital Management (Tennessee)
Tennessee
$490K – – –
AFS
1709
Annapolis Financial Services
Maryland
$490K -$95.7K -462 -16%
NEPPG
1710
New England Professional Planning Group
Rhode Island
$490K -$9.94K -48 -2%
ACM
1711
Armbruster Capital Management
New York
$488K – – –
SIG
1712
Spinnaker Investment Group
California
$486K – – –
MIFH
1713
Migdal Insurance & Financial Holdings
Israel
$486K – – –
FA
1714
Financial Advisors
Massachusetts
$486K -$33.8K -163 -6%
SFWC
1715
Strategic Family Wealth Counselors
New Jersey
$485K -$414 -2 -0.1%
CA
1716
Cortland Associates
Missouri
$484K -$87K -420 -15%
ST
1717
Sentinel Trust
Texas
$483K -$2.07K -10 -0.4%
LWM
1718
LJI Wealth Management
Indiana
$483K +$483K +2,332 New
GC
1719
Garde Capital
Washington
$482K -$48.6K -235 -9%
SP
1720
Successful Portfolios
Florida
$482K -$3.31K -16 -0.7%
HCM
1721
Hengehold Capital Management
Ohio
$480K +$207 +1 +0%
IWA
1722
Intercontinental Wealth Advisors
Texas
$479K -$21.9K -106 -4%
PFGIA
1723
Patriot Financial Group Insurance Agency
Massachusetts
$479K +$40.6K +196 +9%
WA
1724
Wambolt & Associates
Colorado
$479K -$11.4K -55 -2%
SJIM
1725
St. Johns Investment Management
Florida
$478K -$17K -82 -3%
67 68
69
70 71