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Union Pacific
UNP

Overview Fund Activity

2,130 hedge funds and large institutions have $110B invested in Union Pacific in 2020 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 829 increasing their positions, 736 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,130
Holders Change
+128
Holders Change %
+6.39%
% of All Funds
37.79%
Holding in Top 10
72
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.11%
% of All Funds
1.28%
New
254
Increased
829
Reduced
736
Closed
94
Calls
$1.14B
Puts
$1.23B
Net Calls
-$97.3M
Net Calls Change
-$481M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
Deutsche Bank
Deutsche Bank
Germany
+$365M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$159M
4
Ameriprise
Ameriprise
Minnesota
+$134M
5
Franklin Resources
Franklin Resources
California
+$131M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$619M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$497M
3
BlackRock
BlackRock
New York
-$278M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$260M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1001
Encompass Wealth Advisors
Oregon
$1.89M +$1.89M +9,068 New
BB
1002
Busey Bank
Illinois
$1.88M -$102K -490 -5%
RWA
1003
Ropes Wealth Advisors
Massachusetts
$1.88M -$167K -800 -8%
FC
1004
FORA Capital
Florida
$1.88M +$1.55M +7,444 +475%
MBT
1005
Montecito Bank & Trust
California
$1.87M +$55K +264 +3%
ECM
1006
Exchange Capital Management
Michigan
$1.86M +$60.4K +290 +3%
AWMT
1007
AAFMAA Wealth Management & Trust
North Carolina
$1.85M +$1.85M +8,862 New
RCG
1008
Rock Creek Group
District of Columbia
$1.83M -$785K -3,772 -30%
HT
1009
Heritage Trust
Oklahoma
$1.83M +$84.3K +405 +5%
OHIS
1010
Oak Harvest Investment Services
Texas
$1.81M +$1.81M +8,714 New
HKAM
1011
Horizon Kinetics Asset Management
New York
$1.81M -$689K -3,309 -28%
WW
1012
Waterfront Wealth
Kansas
$1.81M +$1.81M +8,684 New
HH
1013
Hilltop Holdings
Texas
$1.81M -$209K -1,001 -10%
PFSC
1014
Peoples Financial Services Corp
Pennsylvania
$1.8M – – –
NL
1015
NVWM LLC
Pennsylvania
$1.8M +$96.8K +465 +6%
SIC
1016
Shoker Investment Counsel
Ohio
$1.79M +$16.5K +79 +0.9%
GPA
1017
Garrison Point Advisors
California
$1.78M – – –
CDH
1018
Charles D. Hyman
$1.77M -$6.66K -32 -0.4%
FI
1019
FormulaFolio Investments
Michigan
$1.77M +$568K +2,730 +47%
FMWA
1020
Forvis Mazars Wealth Advisors
Missouri
$1.77M +$124K +596 +8%
MMPW
1021
Mitchell McLeod Pugh & Williams
Alabama
$1.76M -$120K -578 -6%
WWM
1022
Windsor Wealth Management
Indiana
$1.75M +$36.2K +174 +2%
IWC
1023
Integrated Wealth Concepts
Massachusetts
$1.75M +$854K +4,100 +95%
NL
1024
NWAM LLC
Washington
$1.75M +$1.75M +8,401 New
TA
1025
Tiedemann Advisors
New York
$1.75M +$882K +4,236 +102%
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