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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 %
CHA
2051
Cooper/Haims Advisors
New York
$266K – – –
HC
2052
Hamilton Capital
Ohio
$265K +$13.9K +67 +6%
QFA
2053
Quantum Financial Advisors
California
$265K +$2.07K +10 +0.8%
IAA
2054
Independent Advisor Alliance
North Carolina
$265K +$3.62K +591 +1%
PHAM
2055
Palisades Hudson Asset Management
Florida
$264K – – –
EWM
2056
EPG Wealth Management
Georgia
$264K -$1.66K -8 -0.6%
NCM
2057
NCM Capital Management
New Jersey
$263K – – –
JWA
2058
JFS Wealth Advisors
Pennsylvania
$263K -$3.31K -16 -1%
KCFA
2059
Key Client Fiduciary Advisors
New Jersey
$262K +$262K +1,267 New
AFT
2060
Alpha Family Trust
California
$262K +$262K +1,265 New
Kayne Anderson Rudnick Investment Management
2061
Kayne Anderson Rudnick Investment Management
California
$262K – – –
CAI
2062
Capital Advisors Inc
Oklahoma
$262K – – –
TGAM
2063
TBH Global Asset Management
Tennessee
$262K +$262K +1,264 New
NCM
2064
Northside Capital Management
Oregon
$261K +$6.21K +30 +2%
SWM
2065
Stockman Wealth Management
Montana
$261K – – –
CYG
2066
Clean Yield Group
Vermont
$260K -$60.5K -292 -19%
SWIG
2067
Strategic Wealth Investment Group
Kentucky
$260K +$19.9K +95 +8%
TCM
2068
Twin Capital Management
Pennsylvania
$260K +$260K +1,255 New
HDIM
2069
Hanson & Doremus Investment Management
Vermont
$259K +$5.38K +26 +2%
NPI
2070
New Perspectives Inc
Mississippi
$258K +$258K +1,248 New
LF
2071
Lantz Financial
Illinois
$258K +$23.8K +115 +10%
HCP
2072
Holt Capital Partners
Texas
$257K – – –
CFA
2073
CWS Financial Advisors
Michigan
$257K -$7.27K -33 -3%
HFRG
2074
Houlihan Financial Resource Group
Virginia
$257K – – –
RCWM
2075
Royal Capital Wealth Management
Indiana
$256K +$2.9K +14 +1%
81 82
83
84 85