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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 %
JF
1751
Joule Financial
Kentucky
$456K +$13.9K +67 +3%
WMA
1752
Wealth Management Associates
New Jersey
$454K +$228K +1,100 +101%
FCFC
1753
First Citizens Financial Corp
Iowa
$453K – – –
CAC
1754
Certified Advisory Corp
Florida
$451K +$17.6K +85 +4%
CC
1755
Corton Capital
Ontario, Canada
$450K +$450K +2,173 New
PSC
1756
Prentiss Smith & Co
Vermont
$446K – – –
AIP
1757
Almanack Investment Partners
Pennsylvania
$446K +$446K +2,153 New
SDAM
1758
Shulman DeMeo Asset Management
New York
$443K +$1.45K +7 +0.3%
SC
1759
SRB Corp
Massachusetts
$442K +$64K +309 +17%
FCIM
1760
Fairview Capital Investment Management
California
$441K -$101K -489 -19%
ONST
1761
Old North State Trust
North Carolina
$441K +$36.6K +177 +9%
SC
1762
Solstein Capital
California
$440K – – –
GAA
1763
Global Assets Advisory
Florida
$440K -$125K -605 -22%
BWM
1764
BCS Wealth Management
Tennessee
$439K – – –
QPW
1765
Quantum Private Wealth
Florida
$439K – – –
PWP
1766
Phillips Wealth Planners
Mississippi
$438K +$438K +2,126 New
FWM
1767
Forza Wealth Management
Florida
$438K +$438K +2,115 New
PP
1768
PDS Planning
Ohio
$438K -$15.3K -74 -3%
APA
1769
Astoria Portfolio Advisors
New York
$437K +$68.4K +328 +19%
DI
1770
Diligent Investors
California
$437K +$4.76K +23 +1%
BBA
1771
BLB&B Advisors
Pennsylvania
$437K -$31.1K -150 -7%
RVPG
1772
Relative Value Partners Group
$437K +$2.07K +10 +0.5%
PCH
1773
PGIM Custom Harvest
New Jersey
$435K +$435K +2,102 New
EVM
1774
Evelyn V. Moreno
$435K -$56.1K -271 -11%
LC
1775
Lavaca Capital
Texas
$434K +$434K +2,100 New
69 70
71
72 73