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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 %
SWM
2001
Stockman Wealth Management
Montana
$267K +$6.81K +32 +3%
EFM
2002
E Fund Management
China
$266K -$1.49K -7 -0.6%
HCP
2003
Holt Capital Partners
Texas
$265K – – –
CSPAM
2004
Cary Street Partners Asset Management
Virginia
$264K -$49.4K -232 -16%
FPFS
2005
First Personal Financial Services
North Carolina
$263K -$16K -75 -6%
NCM
2006
Northside Capital Management
Oregon
$263K – – –
WMS
2007
Wealth Management Solutions
Pennsylvania
$263K – – –
RSS
2008
Rosenblum Silverman Sutton
California
$262K – – –
AIM
2009
Athena Investment Management
California
$261K – – –
HDIM
2010
Hanson & Doremus Investment Management
Vermont
$261K +$22.2K +104 +9%
HWM
2011
Hohimer Wealth Management
Washington
$259K – – –
RCWM
2012
Royal Capital Wealth Management
Indiana
$259K +$1.07K +5 +0.4%
POIA
2013
Pin Oak Investment Advisors
Texas
$258K -$14.5K -68 -5%
BAM
2014
Byrne Asset Management
New Jersey
$257K -$3.41K -16 -1%
CHC
2015
City Holding Co
West Virginia
$257K – – –
TPWA
2016
TRUE Private Wealth Advisors
Oregon
$257K +$1.28K +6 +0.5%
CPP
2017
Capasso Planning Partners
South Carolina
$257K +$13K +61 +5%
TA
2018
Tectonic Advisors
Texas
$257K +$27.3K +128 +12%
EA
2019
Echo45 Advisors
California
$256K -$52.5K -246 -17%
CFC
2020
Coyle Financial Counsel
Illinois
$256K -$10K -47 -4%
LRPA
2021
L. Roy Papp & Associates
Arizona
$256K -$4.91K -23 -2%
PSF
2022
Pacific Sun Financial
California
$256K – – –
CFA
2023
CWS Financial Advisors
Michigan
$256K – – –
CAM
2024
Campion Asset Management
Virginia
$256K – – –
SG
2025
Swarthmore Group
Pennsylvania
$255K -$4.54M -21,316 -95%
79 80
81
82 83