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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 %
FUBT
2126
First United Bank & Trust
Maryland
$235K -$68.5K -331 -23%
TA
2127
Trellis Advisors
Washington
$235K -$7.25K -35 -3%
SQA
2128
Simon Quick Advisors
New Jersey
$234K +$234K +1,132 New
FAG
2129
Fortitude Advisory Group
Washington
$234K – – –
TCWM
2130
Total Clarity Wealth Management
Illinois
$234K +$20.5K +99 +10%
AIM
2131
Axiom Investment Management
New York
$232K +$78.7K +380 +51%
VRM
2132
Vectors Research Management
New York
$230K -$14.1K -68 -6%
HC
2133
HNP Capital
New York
$230K -$14.1K -68 -6%
SWMG
2134
Sanchez Wealth Management Group
Florida
$228K – – –
KCPG
2135
Kavar Capital Partners Group
Kansas
$228K -$41.4K -200 -15%
CCP
2136
Clarkston Capital Partners
Michigan
$228K – – –
BAM
2137
Bosun Asset Management
Illinois
$228K +$228K +1,100 New
HCA
2138
Horan Capital Advisors
Ohio
$227K – – –
IFA
2139
Index Fund Advisors
California
$227K -$51.3K -247 -18%
DAL
2140
Delta Accumulation LLC
California
$227K +$2.69K +13 +1%
SCFS
2141
S.C. Financial Services
Arizona
$226K +$7.45K +36 +3%
CT
2142
Clearstead Trust
Maine
$226K +$2.49K +12 +1%
RP
2143
Rice Partnership
Hawaii
$226K -$46.2K -223 -17%
AWM
2144
Act Wealth Management
Texas
$226K – – –
EA
2145
Echo45 Advisors
California
$225K – – –
AC
2146
Addison Capital
Pennsylvania
$225K +$225K +1,085 New
GBWM
2147
Granite Bay Wealth Management
New Hampshire
$225K +$225K +1,086 New
HIM
2148
Hanlon Investment Management
New Jersey
$225K -$3.31K -16 -1%
CWP
2149
Core Wealth Partners
California
$225K +$225K +1,412 New
FSA
2150
Financial Sense Advisors
California
$221K +$221K +1,069 New
84 85
86
87 88