UNP icon

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 %
RCG
1901
Regatta Capital Group
California
$337K +$621 +3 +0.2%
KOMWMG
1902
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$336K – – –
EWM
1903
Evermay Wealth Management
Virginia
$335K -$151K -730 -31%
LA
1904
Legacy Advisors
Pennsylvania
$335K -$32.7K -158 -9%
TC
1905
Titleist Capital
Texas
$335K -$3.11K -15 -0.9%
LDFR
1906
Lehman & Derafelo Financial Resources
Pennsylvania
$335K – – –
RFA
1907
RTD Financial Advisors
Pennsylvania
$333K -$23.6K -114 -7%
CIG
1908
Cairn Investment Group
Washington
$333K +$22.8K +110 +7%
BOS
1909
Bank of Stockton
California
$332K – – –
BHBT
1910
Burke & Herbert Bank & Trust
Virginia
$332K – – –
GAM
1911
Gould Asset Management
California
$331K -$8.28K -40 -2%
FHC
1912
First Heartland Consultants
Missouri
$331K -$20.5K -99 -6%
AA
1913
Alta Advisers
United Kingdom
$331K – – –
MIM
1914
Macroview Investment Management
Maryland
$331K – – –
VCM
1915
Vivaldi Capital Management
Illinois
$331K -$2.12K -10 -0.6%
MWM
1916
Mascoma Wealth Management
New Hampshire
$330K -$603K -2,912 -65%
RRA
1917
Round Rock Advisors
Connecticut
$330K -$1.04K -5 -0.3%
EIG
1918
Ellenbecker Investment Group
Wisconsin
$330K +$10.5K +51 +3%
CAMG
1919
CWA Asset Management Group
Florida
$330K +$8.28K +40 +3%
FAM
1920
Fenimore Asset Management
New York
$329K – – –
BIP
1921
Blueprint Investment Partners
North Carolina
$328K -$69.2K -334 -17%
SN
1922
Sittner & Nelson
Oregon
$327K – – –
GFP
1923
Gryphon Financial Partners
Ohio
$326K -$30.6K -148 -9%
MFG
1924
Menard Financial Group
Texas
$326K +$326K +1,574 New
WJA
1925
Willis Johnson & Associates
Texas
$325K -$68.6K -331 -17%
75 76
77
78 79