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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 %
PVH
1951
Psagot Value Holdings
Israel
$311K +$311K +1,500 New
ITFISA
1952
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$311K -$2.8M -13,505 -90%
ABLA
1953
Alan B. Lancz & Associates
Ohio
$310K – – –
CFGSD
1954
Compass Financial Group (South Dakota)
South Dakota
$310K +$310K +1,498 New
FAM
1955
Formidable Asset Management
Ohio
$309K +$14.1K +68 +5%
SLT
1956
St Louis Trust
Missouri
$309K +$309K +1,491 New
FDS
1957
Freedom Day Solutions
Texas
$309K -$759K -3,668 -71%
CSPAM
1958
Cary Street Partners Asset Management
Virginia
$308K +$11.2K +54 +4%
GWP
1959
Gateway Wealth Partners
Wisconsin
$308K +$308K +1,489 New
FBFS
1960
First Business Financial Services
Wisconsin
$308K – – –
APW
1961
Acima Private Wealth
Virginia
$305K – – –
NAS
1962
Nicolet Advisory Services
Wisconsin
$304K +$4.71K +22 +2%
GKWIM
1963
Gerber Kawasaki Wealth & Investment Management
California
$304K -$29.6K -143 -9%
BWM
1964
Birchcreek Wealth Management
Ohio
$304K -$32.7K -158 -10%
CCM
1965
Crew Capital Management
Ohio
$303K -$34.4K -166 -10%
PWM
1966
Prentice Wealth Management
New York
$303K +$28K +135 +10%
OPPS
1967
Obsidian Personal Planning Solutions
Maryland
$303K -$21.9K -106 -7%
EWM
1968
Endurance Wealth Management
Rhode Island
$303K -$9.72K -47 -3%
AA
1969
Advisory Alpha
Michigan
$300K -$25.7K -124 -8%
FPCP
1970
Fort Point Capital Partners
California
$300K -$10.6K -51 -3%
ESBC
1971
E.S. Barr & Co
Kentucky
$299K – – –
DW
1972
Domani Wealth
Pennsylvania
$299K +$1.65K +8 +0.6%
PWA
1973
Providence Wealth Advisors
Illinois
$298K – – –
EWA
1974
Exencial Wealth Advisors
Oklahoma
$298K +$26.9K +130 +10%
RIA
1975
Regal Investment Advisors
Michigan
$297K +$297K +1,434 New
77 78
79
80 81