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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 %
PFS
1001
Physicians Financial Services
North Carolina
$491K +$52.4K +600 +12%
MBT
1002
Montecito Bank & Trust
California
$490K -$66K -756 -12%
WP
1003
WMS Partners
Maryland
$489K +$74.2K +850 +18%
JFA
1004
Johanson Financial Advisors
California
$486K +$75.6K +865 +18%
PI
1005
Pettee Investors
Connecticut
$484K -$8.72K -100 -2%
WMC
1006
Westwood Management Corporation
Illinois
$480K – – –
HBT
1007
Hills Bank & Trust
Iowa
$479K -$34.9K -400 -7%
BWA
1008
Burt Wealth Advisors
Maryland
$479K – – –
BAM
1009
Barrett Asset Management
New York
$477K -$742K -8,500 -61%
ARMT
1010
Amica Retiree Medical Trust
Rhode Island
$477K – – –
PTC
1011
Private Trust Company
Ohio
$475K +$958 +11 +0.2%
PAIA
1012
Park Avenue Institutional Advisers
New York
$466K -$3.84K -44 -0.8%
HA
1013
Halsey Associates
Connecticut
$464K – – –
HPIA
1014
Hamilton Point Investment Advisors
North Carolina
$463K +$98K +1,122 +27%
I2I
1015
Insight 2811 Inc
Illinois
$462K – – –
TWM
1016
Torch Wealth Management
Ohio
$460K – – –
NAM
1017
Nichols Asset Management
Massachusetts
$459K – – –
1SB
1018
1ST Source Bank
Indiana
$458K +$34.7K +398 +8%
YP
1019
Yellowstone Partners
Idaho
$458K +$69.8K +800 +18%
LBC
1020
Lowe Brockenbrough & Co
Virginia
$457K +$4.19K +48 +0.9%
BP
1021
Ballentine Partners
Massachusetts
$450K -$87 -1 -0%
DLA
1022
Douglas Lane & Associates
New York
$450K +$99.5K +1,140 +28%
CCMG
1023
Clark Capital Management Group
Pennsylvania
$448K -$332K -3,800 -43%
VST
1024
Van Strum & Towne
California
$446K – – –
SBIA
1025
Sheaff Brock Investment Advisors
Indiana
$446K +$41.1K +471 +10%
39 40
41
42 43