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Union Pacific
UNP

Overview Fund Activity

1,241 hedge funds and large institutions have $69.1B invested in Union Pacific in 2014 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 437 increasing their positions, 481 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
+38
Holders Change %
+3.16%
% of All Funds
35.87%
Holding in Top 10
96
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+47.69%
% of All Funds
2.77%
New
108
Increased
437
Reduced
481
Closed
57
Calls
$561M
Puts
$835M
Net Calls
-$274M
Net Calls Change
+$88M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
$822M
2
Capital World Investors
Capital World Investors
California
$5.5B
3
Deutsche Bank
Deutsche Bank
Germany
$637M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.49B
5
MC
Montag & Caldwell
Georgia
$123M

Top Sellers

1
State Street
State Street
Massachusetts
$3.51B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.34B
3
BC
Brookfield Corp
Ontario, Canada
$10.9M
4
CGI
CI Global Investments
California
$42.6M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
876
First Financial Corp
Indiana
$805K +$56.3K +600 +8%
SCM
877
Schnieders Capital Management
California
$794K +$9.38K +100 +1%
BHIA
878
Birch Hill Investment Advisors
Massachusetts
$792K -$50.1K -534 -6%
CIC
879
Carnegie Investment Counsel
Ohio
$791K – – –
AI
880
Atria Investments
North Carolina
$790K -$135K -1,436 -15%
AII
881
AGF Investments Inc
Ontario, Canada
$788K -$37.5K -400 -5%
GAM
882
Griffin Asset Management
New York
$788K – – –
AUB
883
Atlantic Union Bankshares
Virginia
$780K +$780K +8,320 New
GIP
884
Granite Investment Partners
California
$776K – – –
KFS
885
KMS Financial Services
Washington
$773K +$12.6K +134 +2%
HA
886
Hamel Associates
New Jersey
$768K -$178K -1,900 -19%
MC
887
Miles Capital
Iowa
$767K -$573K -6,112 -43%
ST
888
Sabal Trust
Florida
$765K – – –
RCAG
889
Rehmann Capital Advisory Group
Michigan
$759K +$101K +1,074 +15%
NME
890
Notis-McConarty Edward
$751K -$93.9K -1,000 -11%
BT
891
Brandywine Trust
Delaware
$751K – – –
BGA
892
Belmont Global Advisors
Texas
$751K +$751K +8,000 New
CAM
893
Congress Asset Management
Massachusetts
$746K – – –
CWM
894
Concert Wealth Management
California
$745K +$108K +1,166 +17%
SL
895
Summitry LLC
California
$727K – – –
SCM
896
Sterling Capital Management
North Carolina
$718K +$89.1K +950 +14%
AWS
897
Aris Wealth Services
Pennsylvania
$716K +$45.4K +484 +7%
CCA
898
Conestoga Capital Advisors
Pennsylvania
$713K -$169K -1,800 -19%
WIC
899
Wilkins Investment Counsel
Massachusetts
$713K -$40K -426 -5%
MFS
900
MSI Financial Services
Massachusetts
$710K -$53.3K -568 -7%
34 35
36
37 38