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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 %
TF
1826
Trek Financial
Arizona
$391K +$46K +222 +13%
FPGK
1827
Financial Partners Group (Kansas)
Kansas
$390K +$14K +68 +4%
IWA
1828
Icon Wealth Advisors
Texas
$388K – – –
OW
1829
Olistico Wealth
Oklahoma
$386K +$386K +1,866 New
VAM
1830
Verity Asset Management
North Carolina
$384K -$17.4K -84 -4%
TFCP
1831
Twin Focus Capital Partners
Massachusetts
$384K +$3.73K +18 +1%
GWM
1832
Greenwich Wealth Management
Connecticut
$384K -$5.18K -25 -1%
PWM
1833
PBMares Wealth Management
Virginia
$383K -$73.5K -355 -16%
HIG
1834
Heritage Investment Group
Florida
$382K -$83.9K -405 -18%
WP
1835
Westmount Partners
California
$382K +$382K +1,843 New
AFP
1836
Alpha Financial Partners
Kentucky
$380K +$380K +1,835 New
CPA
1837
Cardiff Park Advisors
California
$378K -$6.01K -29 -2%
XWM
1838
Xcel Wealth Management
Florida
$377K +$41.4K +200 +12%
FMTCOCP
1839
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$377K – – –
Aristotle Capital Management
1840
Aristotle Capital Management
California
$377K – – –
BAM
1841
BOS Asset Management
Illinois
$375K +$375K +1,813 New
CCA
1842
Childress Capital Advisors
Texas
$373K -$32.5K -157 -8%
CMANY
1843
Capital Management Associates (New York)
New York
$373K – – –
DLCIG
1844
D.L. Carlson Investment Group
New Hampshire
$372K -$3.1K -15 -0.8%
S
1845
Seeyond
France
$371K -$621 -3 -0.2%
CWG
1846
Cornerstone Wealth Group
North Carolina
$371K -$18.8K -91 -5%
BCB
1847
Brian C. Broderick
$370K – – –
HR
1848
Hardy Reed
Mississippi
$367K – – –
KFI
1849
Key Financial Inc
Pennsylvania
$365K – – –
GEA
1850
Glen Eagle Advisors
New Jersey
$365K +$18.4K +89 +5%
72 73
74
75 76