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Union Pacific
UNP

Overview Fund Activity

1,607 hedge funds and large institutions have $83.8B invested in Union Pacific in 2017 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 521 increasing their positions, 623 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,607
Holders Change
+171
Holders Change %
+11.91%
% of All Funds
36.5%
Holding in Top 10
81
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+84.09%
% of All Funds
1.84%
New
239
Increased
521
Reduced
623
Closed
58
Calls
$10.3B
Puts
$1.97B
Net Calls
+$8.37B
Net Calls Change
+$4.85B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$624M
2
Morgan Stanley
Morgan Stanley
New York
+$345M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$312M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$206M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$204M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$799M
2
SCP
Soroban Capital Partners
New York
-$336M
3
Bank of America
Bank of America
North Carolina
-$263M
4
Lazard Asset Management
Lazard Asset Management
New York
-$239M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
1001
Palo Capital
California
$928K +$51.5K +384 +6%
DLA
1002
Douglas Lane & Associates
New York
$926K +$146K +1,090 +19%
4IG
1003
440 Investment Group
Kansas
$924K -$58.2K -434 -6%
IA
1004
IFG Advisory
Georgia
$924K +$924K +6,897 New
SGI
1005
Summit Global Investments
Utah
$923K – – –
WIA
1006
Wealthstreet Investment Advisors
Texas
$923K +$923K +6,884 New
IP
1007
Isthmus Partners
Wisconsin
$918K -$80.5K -600 -8%
SFS
1008
Sowell Financial Services
Arkansas
$914K +$140 +1 +0%
ACM
1009
Alpha Capital Management
Texas
$905K +$8.05K +60 +0.9%
BB
1010
Busey Bank
Illinois
$905K +$53.6K +400 +6%
AW
1011
ACG Wealth
Georgia
$904K -$246K -1,834 -21%
GA
1012
Gateway Advisory
New Jersey
$893K +$13.1K +98 +1%
PCM
1013
Pointe Capital Management
Michigan
$892K -$42.8K -319 -5%
KWMG
1014
King Wealth Management Group
Florida
$892K +$5.9K +44 +0.7%
SIA
1015
Starfire Investment Advisers
Michigan
$892K +$450K +3,355 +102%
MWM
1016
Mission Wealth Management
California
$887K +$366K +2,728 +70%
CL
1017
Choreo LLC
Illinois
$879K +$20.4K +152 +2%
BAM
1018
Belpointe Asset Management
Nevada
$877K -$99.8K -744 -10%
CNC
1019
Citizens & Northern Corp
Pennsylvania
$876K – – –
SMC
1020
Smith, Moore & Co
Missouri
$870K +$124K +922 +17%
TWA
1021
TCI Wealth Advisors
Arizona
$869K +$3.49K +26 +0.4%
AC
1022
Abbrea Capital
California
$865K +$21.4K +160 +3%
CCM
1023
Compton Capital Management
Rhode Island
$863K – – –
SSG
1024
Summit Securities Group
New York
$858K +$536K +4,000 +167%
GT
1025
Greenleaf Trust
Michigan
$857K +$204K +1,519 +31%
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