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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 %
SHWM
2026
Smith & Howard Wealth Management
Georgia
$274K +$8.28K +40 +3%
CWC
2027
Carolinas Wealth Consulting
North Carolina
$274K +$18.2K +88 +7%
UAS
2028
United Asset Strategies
New York
$274K -$88K -425 -24%
TCOK
2029
Trust Company of Kansas
Kansas
$273K -$4.76K -23 -2%
EC
2030
EdgeRock Capital
Colorado
$273K – – –
APW
2031
Austin Private Wealth
Texas
$271K +$15.7K +76 +6%
EP
2032
Edgestream Partners
New Jersey
$271K -$65K -314 -19%
PIFP
2033
Partners in Financial Planning
Virginia
$270K – – –
MCM
2034
Morton Capital Management
California
$270K -$45.6K -220 -14%
HI
2035
Hudock Inc
Pennsylvania
$269K -$51.6K -249 -16%
MAM
2036
Marquette Asset Management
Minnesota
$269K -$62.1K -300 -19%
HCM
2037
Heathbridge Capital Management
Ontario, Canada
$269K – – –
TPW
2038
Transatlantique Private Wealth
New York
$269K +$269K +1,300 New
TF
2039
Talbot Financial
Washington
$269K +$269K +1,300 New
SA
2040
SRH Advisors
Kansas
$269K – – –
OAM
2041
Oak Asset Management
California
$269K -$2.07K -10 -0.8%
CWM
2042
Cahaba Wealth Management
Georgia
$268K +$829 +4 +0.3%
BA
2043
Ballast Advisors
Minnesota
$268K -$6.21K -30 -2%
ECM
2044
Elgethun Capital Management
South Dakota
$268K +$824 +4 +0.3%
FPFS
2045
First Personal Financial Services
North Carolina
$267K – – –
SAA
2046
Southeast Asset Advisors
Georgia
$267K +$414 +2 +0.2%
FMN
2047
Financial Management Network
California
$267K +$209 +1 +0.1%
JF
2048
Jump Financial
Illinois
$267K -$2.05M -9,881 -88%
VC
2049
Vicus Capital
Pennsylvania
$267K -$5.59K -27 -2%
GWCM
2050
Godshalk Welsh Capital Management
Pennsylvania
$266K -$7.66K -37 -3%
80 81
82
83 84