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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 %
SFG
2001
Summit Financial Group
West Virginia
$286K – – –
AIM
2002
AMI Investment Management
Indiana
$285K – – –
AIM
2003
Athena Investment Management
California
$284K +$46K +222 +19%
NQWM
2004
Northwest Quadrant Wealth Management
Oregon
$284K +$1.04K +5 +0.4%
TLP
2005
Trinity Legacy Partners
Texas
$283K -$2.37M -11,463 -89%
BB
2006
Bell Bank
North Dakota
$283K -$45.1K -218 -14%
ML
2007
McAdam LLC
Pennsylvania
$283K -$15.1K -60 -5%
AWM
2008
Aevitas Wealth Management
Massachusetts
$282K +$1.24K +6 +0.4%
CCM
2009
Consolidated Capital Management
California
$282K +$3.31K +16 +1%
CWP
2010
Concord Wealth Partners
Virginia
$282K -$259K -1,253 -48%
KJHP
2011
K.J. Harrison & Partners
Ontario, Canada
$282K +$282K +1,005 New
FCCM
2012
First City Capital Management
Georgia
$282K +$282K +1,361 New
SIS
2013
Sound Income Strategies
Florida
$280K +$10.8K +52 +4%
FWM
2014
Focused Wealth Management
New York
$278K +$2.69K +13 +1%
VCM
2015
Vision Capital Management
Oregon
$278K – – –
MWPCG
2016
Measured Wealth Private Client Group
New Hampshire
$278K -$14.7K -71 -5%
PCS
2017
Personal CFO Solutions
New Jersey
$278K +$2.69K +13 +1%
CIP
2018
Convergence Investment Partners
Florida
$278K -$9.73K -47 -3%
CG
2019
Clarus Group
Texas
$277K +$414 +2 +0.1%
AIA
2020
Arbor Investment Advisors
North Carolina
$276K +$276K +1,334 New
FFM
2021
Flagstone Financial Management
Nebraska
$276K +$276K +1,334 New
EBA
2022
Eagle Bay Advisors
New York
$276K +$53K +256 +24%
PSP
2023
Pacific Sage Partners
Washington
$275K +$275K +1,330 New
FOA
2024
Five Oceans Advisors
California
$275K -$27.1K -131 -9%
PO
2025
Private Ocean
California
$274K -$34.4K -166 -11%
79 80
81
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