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Union Pacific
UNP

Overview Fund Activity

1,296 hedge funds and large institutions have $77B invested in Union Pacific in 2014 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 443 increasing their positions, 552 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
+25
Holders Change %
+1.97%
% of All Funds
37.63%
Holding in Top 10
125
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+21.36%
% of All Funds
3.63%
New
85
Increased
443
Reduced
552
Closed
47
Calls
$531M
Puts
$1.06B
Net Calls
-$531M
Net Calls Change
-$274M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$1.09B
2
Wells Fargo
Wells Fargo
California
$1.26B
3
Vanguard Group
Vanguard Group
Pennsylvania
$5.07B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$514M
5
Invesco
Invesco
Georgia
$309M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$819M
2
Capital World Investors
Capital World Investors
California
$4.32B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.33B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$790M
5
AIM
abrdn Investment Management
United Kingdom
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
1001
Whitney & Co
New York
$534K +$106K +975 +25%
DWT
1002
Dorsey & Whitney Trust
South Dakota
$533K -$31.7K -293 -6%
FHC
1003
First Heartland Consultants
Missouri
$532K +$434 +4 +0.1%
BSW
1004
Buckingham Strategic Wealth
Missouri
$529K +$43.4K +400 +9%
HBT
1005
Hills Bank & Trust
Iowa
$528K -$7.37K -68 -1%
UR
1006
USCA RIA
Texas
$525K -$1.1M -10,122 -68%
PL
1007
Perpetual Ltd
Australia
$524K – – –
BRWM
1008
B. Riley Wealth Management
Tennessee
$521K +$217 +2 +0%
CCT
1009
Chemung Canal Trust
New York
$517K -$114K -1,050 -18%
NA
1010
NSB Advisors
New York
$517K – – –
ZTNA
1011
Zions Trust National Association
Utah
$516K – – –
JIM
1012
Jupiter Investment Management
United Kingdom
$514K +$514K +4,746 New
PTC
1013
Private Trust Company
Ohio
$512K +$10.5K +97 +2%
GLRA
1014
Gerald L. Ray & Associates
Texas
$511K +$10.8K +100 +2%
NVIM
1015
New Vernon Investment Management
Illinois
$510K -$54.3K -500 -10%
BP
1016
Ballentine Partners
Massachusetts
$509K +$33.9K +312 +7%
FNBOH
1017
First National Bank of Hutchinson
Kansas
$503K -$7.05K -65 -1%
EAM
1018
Evanson Asset Management
California
$502K – – –
CAL
1019
Capital Analysts LLC
Pennsylvania
$501K +$24.9K +230 +5%
HPCM
1020
High Pointe Capital Management
Illinois
$499K -$3.4M -31,300 -87%
GIM
1021
Goelzer Investment Management
Indiana
$497K -$21.7K -200 -4%
NAM
1022
Nichols Asset Management
Massachusetts
$495K – – –
EA
1023
Elm Advisors
California
$488K – – –
TAM
1024
Taurus Asset Management
New York
$486K – – –
CFMC
1025
Curbstone Financial Management Corp
New Hampshire
$485K +$98.9K +912 +26%
39 40
41
42 43