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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 %
HI
976
Hudock Inc
Pennsylvania
$530K – – –
SRP
977
Saddle Road Partners
Nebraska
$530K – – –
KWMG
978
King Wealth Management Group
Florida
$526K +$87 +1 +0%
SBWM
979
Sunflower Bank Wealth Management
Arizona
$525K – – –
NPC
980
National Planning Corporation
California
$524K -$6.02K -66 -1%
SACTSONJ
981
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$524K – – –
SBSB
982
Sullivan, Bruyette, Speros & Blaney
Virginia
$524K +$524K +6,003 New
CF
983
CenterStar Fund
Illinois
$523K -$225K – –
HWA
984
Heritage Wealth Advisors
Virginia
$521K +$143K +1,647 +38%
KGI
985
KBI Global Investors
Ireland
$521K +$521K +5,970 New
GVT
986
Genesee Valley Trust
New York
$516K -$18.5K -212 -3%
CIS
987
Connors Investor Services
Pennsylvania
$513K -$25.7K -295 -5%
DWM
988
Destination Wealth Management
California
$512K -$55.5K -637 -10%
FMBTD
989
First Midwest Bank Trust Division
Illinois
$512K -$872 -10 -0.2%
CAS
990
Cue Advisory Services
Arizona
$510K – – –
SFSG
991
Stearns Financial Services Group
North Carolina
$509K +$12K +137 +2%
LIM
992
Leavell Investment Management
Alabama
$509K +$52.3K +600 +11%
BFEC
993
Benjamin F. Edwards & Company
Missouri
$504K – – –
FAM
994
Fenimore Asset Management
New York
$502K – – –
BSW
995
Buckingham Strategic Wealth
Missouri
$502K – – –
AA
996
Apriem Advisors
California
$502K +$366K +4,200 +269%
CCA
997
Checchi Capital Advisers
California
$496K +$27.5K +315 +6%
CCA
998
Conestoga Capital Advisors
Pennsylvania
$494K -$64.1K -735 -11%
NAMP
999
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$492K – – –
QCG
1000
Quadrant Capital Group
Ohio
$492K +$10.6K +124 +2%
38 39
40
41 42