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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
$640M
2
Morgan Stanley
Morgan Stanley
New York
$1.75B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$861M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$367M
5
Marshall Wace
Marshall Wace
United Kingdom
$280M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$184M
2
Capital Research Global Investors
Capital Research Global Investors
California
$371M
3
State Street
State Street
Massachusetts
$5.91B
4
Bank of America
Bank of America
North Carolina
$2.63B
5
Ameriprise
Ameriprise
Minnesota
$1.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
2201
Seldon Capital
California
$95K – – –
SWM
2202
Sugarloaf Wealth Management
Georgia
$92K +$42.8K +202 +87%
CAL
2203
Capital Analysts LLC
Pennsylvania
$91K +$213 +1 +0.2%
TLCM
2204
Twin Lakes Capital Management
California
$90K – – –
WOSD
2205
WFA of San Diego
California
$90K +$90K +424 New
PHK
2206
Point72 Hong Kong
Hong Kong
$88K +$88K +414 New
LTI
2207
Laffer Tengler Investments
Tennessee
$86.8K – – –
BWL
2208
Bogart Wealth LLC
Virginia
$86K +$45K +211 +110%
Kayne Anderson Rudnick Investment Management
2209
Kayne Anderson Rudnick Investment Management
California
$85K – – –
JMF
2210
Johnson Midwest Financial
Iowa
$84K +$213 +1 +0.3%
PPWM
2211
PFG Private Wealth Management
Florida
$84K +$84K +392 New
IIL
2212
Insight Inv LLC
California
$81K +$81K +378 New
BA
2213
Bivin & Associates
Oklahoma
$79K -$6.41K -30 -8%
MGIM
2214
M&G Investment Management
United Kingdom
$78.4K +$30.3K +142,078 +63%
CIA
2215
Cascade Investment Advisors
Oregon
$77.8K – – –
NFSG
2216
Newbridge Financial Services Group
Florida
$77K +$2.15K +10 +3%
TWM
2217
Tradition Wealth Management
Minnesota
$76K -$23.1K -109 -23%
PWC
2218
PYA Waltman Capital
Tennessee
$76K – – –
AWM
2219
Accel Wealth Management
Iowa
$76K +$2.31K +11 +3%
HCP
2220
Hexagon Capital Partners
Arkansas
$69K +$29.9K +141 +77%
FP
2221
Financial Perspectives
Minnesota
$68.1K +$21.3K +100 +46%
MSFP
2222
Mark Sheptoff Financial Planning
Connecticut
$68K +$212 +1 +0.3%
BDS
2223
Banco de Sabadell
Florida
$67K -$3.34M -15,652 -98%
RA
2224
Rise Advisors
New York
$66K -$1.71K -8 -3%
PCFFS
2225
Pacific Center for Financial Services
California
$65K +$9.1K +43 +16%
87 88
89
90 91