UNP icon

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 %
HA
976
Halsey Associates
Connecticut
$475K – – –
FMWA
977
Forvis Mazars Wealth Advisors
Missouri
$474K -$564 -6 -0.1%
SWM
978
Segment Wealth Management
Texas
$472K +$22.2K +236 +5%
UFG
979
United Fire Group
Iowa
$469K – – –
DWT
980
Dorsey & Whitney Trust
South Dakota
$462K -$51.5K -550 -10%
HBT
981
Hills Bank & Trust
Iowa
$455K – – –
RCM
982
Reynolds Capital Management
Nevada
$450K +$37.5K +400 +9%
NA
983
NSB Advisors
New York
$448K – – –
ZTNA
984
Zions Trust National Association
Utah
$446K – – –
NIM
985
NuWave Investment Management
New Jersey
$443K +$443K +4,726 New
SWK
986
Stephen W. Kidder
$442K -$7.52K -80 -2%
FNBOH
987
First National Bank of Hutchinson
Kansas
$441K – – –
EAM
988
Evanson Asset Management
California
$439K – – –
GLRA
989
Gerald L. Ray & Associates
Texas
$433K – – –
BSW
990
Buckingham Strategic Wealth
Missouri
$433K +$83.2K +886 +24%
VKH
991
Virtu KCG Holdings
New York
$432K -$1.14M -12,142 -72%
NAM
992
Nichols Asset Management
Massachusetts
$429K – – –
TCM
993
Tradition Capital Management
New Jersey
$425K – – –
CCP
994
Clarkston Capital Partners
Michigan
$424K +$146K +1,552 +52%
EA
995
Elm Advisors
California
$422K – – –
PTC
996
Private Trust Company
Ohio
$419K +$25.5K +272 +6%
IIM
997
Intact Investment Management
Quebec, Canada
$413K -$732K -7,800 -64%
SBWIC
998
Schaper Benz & Wise Investment Counsel
Wisconsin
$413K – – –
BP
999
Ballentine Partners
Massachusetts
$412K +$24.4K +260 +6%
RMAM
1000
Raab & Moskowitz Asset Management
New Jersey
$407K – – –
38 39
40
41 42