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Union Pacific
UNP

Overview Fund Activity

1,373 hedge funds and large institutions have $65.2B invested in Union Pacific in 2015 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 493 increasing their positions, 566 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
-21
Holders Change %
-1.51%
% of All Funds
37.03%
Holding in Top 10
64
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-31.18%
% of All Funds
1.73%
New
118
Increased
493
Reduced
566
Closed
121
Calls
$681M
Puts
$998M
Net Calls
-$317M
Net Calls Change
-$26.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.08B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$658M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$355M
4
Bank of America
Bank of America
North Carolina
+$268M
5
MAA
Managed Account Advisors
New Jersey
+$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$870M
2
Jennison Associates
Jennison Associates
New York
-$611M
3
WRF
Waddell & Reed Financial
Kansas
-$455M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$439M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
1001
Peak Asset Management
Colorado
$603K +$603K +6,322 New
CPA
1002
Capital Planning Advisors
California
$601K – – –
FWM
1003
Frontier Wealth Management
Missouri
$599K +$99.1K +1,039 +20%
HI
1004
Hudock Inc
Pennsylvania
$595K -$19.1K -201 -3%
MCM
1005
MAI Capital Management
Ohio
$590K -$117K -1,230 -17%
CCA
1006
Checchi Capital Advisers
California
$590K +$4.1K +43 +0.7%
GLRA
1007
Gerald L. Ray & Associates
Texas
$590K +$100K +1,050 +20%
IFS
1008
Ifrah Financial Services
Arkansas
$589K -$20K -210 -3%
RMCM
1009
Reynders McVeigh Capital Management
Massachusetts
$588K +$191K +2,000 +48%
NAMP
1010
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$583K +$45.7K +480 +9%
ICM
1011
IMS Capital Management
Oregon
$582K +$582K +6,100 New
OCM
1012
Osterweis Capital Management
California
$572K – – –
BRWM
1013
B. Riley Wealth Management
Tennessee
$571K +$68.2K +716 +14%
NPC
1014
National Planning Corporation
California
$567K -$136K -1,469 -19%
PAIA
1015
Park Avenue Institutional Advisers
New York
$567K +$567K +5,943 New
SGCA
1016
Steel Grove Capital Advisors
Tennessee
$564K +$222K +2,328 +65%
KJHP
1017
K.J. Harrison & Partners
Ontario, Canada
$563K +$563K +5,900 New
SBWM
1018
Sunflower Bank Wealth Management
Arizona
$562K -$57.2K -600 -9%
AWA
1019
ARS Wealth Advisors
Florida
$562K – – –
AB
1020
AT Bancorp
Iowa
$558K -$2.29K -24 -0.4%
WTB
1021
Washington Trust Bank
Washington
$554K +$99K +1,038 +22%
TI
1022
Trexquant Investment
Connecticut
$553K -$114K -1,200 -17%
KA
1023
Kovack Advisors
Florida
$552K +$358K +3,753 +184%
MSR
1024
Main Street Research
Connecticut
$550K -$17.2K -180 -3%
FAM
1025
Fenimore Asset Management
New York
$549K – – –
39 40
41
42 43