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Union Pacific
UNP

Overview Fund Activity

2,345 hedge funds and large institutions have $104B invested in Union Pacific in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 927 increasing their positions, 932 reducing their positions, and 201 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,345
Holders Change
-124
Holders Change %
-5.02%
% of All Funds
39.65%
Holding in Top 10
81
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-31.36%
% of All Funds
1.37%
New
114
Increased
927
Reduced
932
Closed
201
Calls
$1.53B
Puts
$1.5B
Net Calls
+$30.6M
Net Calls Change
-$28M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$601M
2
Morgan Stanley
Morgan Stanley
New York
+$563M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$432M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$367M
5
Marshall Wace
Marshall Wace
United Kingdom
+$240M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$620M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$314M
3
State Street
State Street
Massachusetts
-$243M
4
Bank of America
Bank of America
North Carolina
-$230M
5
Ameriprise
Ameriprise
Minnesota
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
1926
D'Orazio & Associates
Virginia
$309K -$9.8K -46 -3%
MC
1927
Montag & Caldwell
Georgia
$308K +$10.5K +49 +4%
FSA
1928
Fort Sheridan Advisors
Illinois
$307K – – –
DW
1929
Domani Wealth
Pennsylvania
$307K – – –
Members Trust
1930
Members Trust
Florida
$307K +$8.52K +40 +3%
CIP
1931
Convergence Investment Partners
Florida
$306K -$4.05K -19 -1%
PWA
1932
Providence Wealth Advisors
Illinois
$306K +$82K +394 +37%
FW
1933
FirstPurpose Wealth
Utah
$304K +$1.28K +6 +0.4%
MTC
1934
McDaniel Terry & Co
Texas
$303K +$303K +1,420 New
ZIM
1935
Zacks Investment Management
Illinois
$302K -$115K -539 -28%
SWK
1936
Stephen W. Kidder
$302K – – –
CCA
1937
Cobblestone Capital Advisors
New York
$302K +$3.2K +15 +1%
MWPCG
1938
Measured Wealth Private Client Group
New Hampshire
$302K +$6.41K +30 +2%
PIFP
1939
Partners in Financial Planning
Virginia
$301K – – –
APA
1940
Astoria Portfolio Advisors
New York
$301K +$9.82K +46 +3%
SSG
1941
Summit Securities Group
New York
$301K +$181K +851 +152%
GFPC
1942
Global Financial Private Client
Florida
$300K +$120K +558 +67%
SAM
1943
Secure Asset Management
Michigan
$300K -$2.56K -12 -0.8%
PCG
1944
Private Capital Group
Connecticut
$300K +$3.2K +15 +1%
SAA
1945
Southeast Asset Advisors
Georgia
$299K +$11.7K +55 +4%
QFA
1946
Quantum Financial Advisors
California
$299K +$299K +1,270 New
BA
1947
Bluesphere Advisors
Pennsylvania
$298K – – –
Bank of Montreal
1948
Bank of Montreal
Ontario, Canada
$296K -$16.1K -70,514 -5%
FOA
1949
Five Oceans Advisors
California
$296K -$10.4K -49 -3%
NQWM
1950
Northwest Quadrant Wealth Management
Oregon
$295K -$36.1K -172 -11%
76 77
78
79 80