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Union Pacific
UNP

Overview Fund Activity

1,339 hedge funds and large institutions have $57.5B invested in Union Pacific in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 470 increasing their positions, 556 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,339
Holders Change
+7
Holders Change %
+0.53%
% of All Funds
35.78%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
1.15%
New
94
Increased
470
Reduced
556
Closed
73
Calls
$881M
Puts
$819M
Net Calls
+$61.8M
Net Calls Change
+$70M

Top Buyers

1
SCP
Soroban Capital Partners
New York
+$391M
2
Dodge & Cox
Dodge & Cox
California
+$256M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$251M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$183M
5
TP
Third Point
New York
+$118M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.42B
2
Capital World Investors
Capital World Investors
California
-$540M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$377M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
826
HighPoint Advisor Group
Illinois
$1.03M +$593K +6,374 +136%
LOAME
827
Lombard Odier Asset Management (Europe)
United Kingdom
$1.03M +$1.03M +11,785 New
FIM
828
Freedom Investment Management
Connecticut
$1.02M -$106K -1,215 -9%
EDRIA
829
Edmonds Duncan Registered Investment Advisors
Kansas
$1.02M +$1.34K +14 +0.1%
AAM
830
Auxier Asset Management
Oregon
$1.02M +$628K +7,200 +162%
HPCM
831
High Pointe Capital Management
Illinois
$1.01M +$1.01M +11,560 New
GLA
832
Great Lakes Advisors
Illinois
$1.01M -$268K -3,072 -21%
SRC
833
Shufro Rose & Co
New York
$1M +$698K +8,000 +229%
HCMNY
834
Howard Capital Management (New York)
New York
$1M -$13.9K -159 -1%
BFG
835
Beacon Financial Group
Texas
$999K -$114K -1,317 -10%
RCAG
836
Rehmann Capital Advisory Group
Michigan
$999K +$182K +2,086 +22%
AAM
837
Azzad Asset Management
Virginia
$997K +$517K +5,927 +108%
VFA
838
Voya Financial Advisors
Connecticut
$995K +$163K +1,886 +20%
MIP
839
Marietta Investment Partners
Wisconsin
$994K – – –
MAM
840
Mizuho Asset Management
Japan
$987K -$326K -3,735 -25%
SPC
841
Sigma Planning Corp
Michigan
$982K -$29.8K -342 -3%
ICOA
842
Investment Centers of America
North Dakota
$978K -$105K -1,211 -10%
IPC
843
Independent Portfolio Consultants
Florida
$969K +$931K +10,675 +2,483%
USGIU
844
U.S. Global Investors (USGI)
Texas
$968K +$968K +11,100 New
RW
845
Rand Wealth
Maryland
$967K – – –
TNAM
846
Terra Nova Asset Management
New York
$966K -$16.6K -190 -2%
DPIM
847
Duff & Phelps Investment Management
Illinois
$965K -$30.5K -350 -3%
PWW
848
Pettyjohn Wood & White
Virginia
$964K -$122K -1,400 -11%
KL
849
KGH Ltd
Bahamas
$964K -$48K -550 -5%
KFS
850
Kurt F. Somerville
$962K – – –
32 33
34
35 36