UNP icon

Union Pacific
UNP

Overview Fund Activity

2,385 hedge funds and large institutions have $126B invested in Union Pacific in 2021 Q4 according to their latest regulatory filings, with 361 funds opening new positions, 858 increasing their positions, 818 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,385
Holders Change
+231
Holders Change %
+10.72%
% of All Funds
36.83%
Holding in Top 10
80
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+77.78%
% of All Funds
1.24%
New
361
Increased
858
Reduced
818
Closed
97
Calls
$1.44B
Puts
$1.82B
Net Calls
-$387M
Net Calls Change
-$121M

Top Buyers

1
BlackRock
BlackRock
New York
+$699M
2
DZ Bank
DZ Bank
Germany
+$563M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$394M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$382M
5
Morgan Stanley
Morgan Stanley
New York
+$203M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$740M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
3
SCP
Soroban Capital Partners
New York
-$200M
4
Capital International Investors
Capital International Investors
California
-$187M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1976
NCM Capital Management
New Jersey
$310K +$310K +1,229 New
WMS
1977
Wealth Management Solutions
Pennsylvania
$310K +$310K +1,232 New
SCA
1978
Sippican Capital Advisors
Massachusetts
$309K – – –
LRPA
1979
L. Roy Papp & Associates
Arizona
$308K – – –
WAM
1980
Weatherly Asset Management
California
$306K -$12.3K -49 -4%
HWM
1981
Hohimer Wealth Management
Washington
$306K +$306K +1,215 New
TPWA
1982
TRUE Private Wealth Advisors
Oregon
$306K +$306K +1,215 New
JWA
1983
JFS Wealth Advisors
Pennsylvania
$305K +$14.4K +57 +5%
RCWM
1984
Royal Capital Wealth Management
Indiana
$305K +$305K +1,211 New
CWM
1985
Curi Wealth Management
North Carolina
$303K -$503 -2 -0.2%
CAM
1986
Campion Asset Management
Virginia
$302K – – –
CFA
1987
CWS Financial Advisors
Michigan
$302K +$302K +1,200 New
HPCM
1988
Hunter Perkins Capital Management
Illinois
$302K +$302K +1,200 New
FPCM
1989
Financial Partners Capital Management
New York
$301K -$31.5K -125 -9%
AWM
1990
AAF Wealth Management
Massachusetts
$300K +$300K +1,192 New
VBWMG
1991
Von Berge Wealth Management Group
California
$300K +$300K +1,228 New
WE
1992
Wealth Effects
Massachusetts
$298K +$298K +1,183 New
CG
1993
Clarus Group
Texas
$297K – – –
VRM
1994
Vectors Research Management
New York
$297K – – –
HC
1995
HNP Capital
New York
$297K – – –
CHC
1996
City Holding Co
West Virginia
$296K -$34.2K -139 -10%
PCMC
1997
Private Capital Management (Colorado)
Colorado
$296K +$296K +1,175 New
DI
1998
DFPG Investments
Utah
$295K +$2.9K +12 +1%
SPWG
1999
Sage Private Wealth Group
Illinois
$295K +$7.8K +31 +3%
SOAG
2000
Silver Oak Advisory Group
Oregon
$295K +$295K +1,171 New
78 79
80
81 82