UNP icon

Union Pacific
UNP

Overview Fund Activity

1,332 hedge funds and large institutions have $52.9B invested in Union Pacific in 2016 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 521 increasing their positions, 498 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
-8
Holders Change %
-0.6%
% of All Funds
35.55%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.04%
New
106
Increased
521
Reduced
498
Closed
98
Calls
$624M
Puts
$632M
Net Calls
-$8.22M
Net Calls Change
-$111M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$952M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$381M
3
Lazard Asset Management
Lazard Asset Management
New York
+$334M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$273M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$723M
2
Harris Associates
Harris Associates
Illinois
-$381M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$212M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$195M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
1001
Burt Wealth Advisors
Maryland
$438K – – –
AAM
1002
Azzad Asset Management
Virginia
$437K +$11K +138 +3%
ARMT
1003
Amica Retiree Medical Trust
Rhode Island
$435K – – –
FLPIM
1004
F.L. Putnam Investment Management
Massachusetts
$432K -$7.74M -97,286 -95%
TCM
1005
Telos Capital Management
California
$431K +$2.86K +36 +0.7%
PTC
1006
Private Trust Company
Ohio
$431K +$28K +353 +7%
PAIA
1007
Park Avenue Institutional Advisers
New York
$428K -$12K -151 -3%
FHC
1008
First Heartland Consultants
Missouri
$428K +$71.9K +904 +20%
CCA
1009
Checchi Capital Advisers
California
$427K -$58.5K -736 -12%
MFW
1010
Mosaic Family Wealth
Missouri
$425K – – –
DSAM
1011
Dock Street Asset Management
Florida
$424K – – –
AA
1012
ALPS Advisors
Colorado
$423K -$55.4K -697 -12%
HA
1013
Halsey Associates
Connecticut
$423K +$19.9K +250 +5%
I2I
1014
Insight 2811 Inc
Illinois
$422K – – –
HAG
1015
HighPoint Advisor Group
Illinois
$421K -$21.7K -242 -5%
TWM
1016
Torch Wealth Management
Ohio
$420K – – –
NAMA
1017
Nikko Asset Management Americas
New York
$419K – – –
NAM
1018
Nichols Asset Management
Massachusetts
$419K – – –
LIM
1019
Leavell Investment Management
Alabama
$417K -$166K -2,084 -28%
FFA
1020
First Foundation Advisors
California
$413K +$131K +1,651 +47%
LBC
1021
Lowe Brockenbrough & Co
Virginia
$412K – – –
BP
1022
Ballentine Partners
Massachusetts
$411K +$39.8K +500 +11%
HAM
1023
Highstreet Asset Management
Ontario, Canada
$410K -$48.4K -609 -11%
VST
1024
Van Strum & Towne
California
$407K – – –
SWK
1025
Stephen W. Kidder
$403K – – –
39 40
41
42 43