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Union Pacific
UNP

Overview Fund Activity

1,390 hedge funds and large institutions have $84.1B invested in Union Pacific in 2014 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 465 increasing their positions, 570 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,390
Holders Change
+94
Holders Change %
+7.25%
% of All Funds
37.1%
Holding in Top 10
128
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.4%
% of All Funds
3.42%
New
159
Increased
465
Reduced
570
Closed
49
Calls
$689M
Puts
$1.46B
Net Calls
-$772M
Net Calls Change
-$240M

Top Buyers

1
CG
Carmignac Gestion
France
+$361M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$237M
3
State Street
State Street
Massachusetts
+$154M
4
BC
Brookfield Corp
Ontario, Canada
+$145M
5
Wells Fargo
Wells Fargo
California
+$141M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$462M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$306M
3
Citadel Advisors
Citadel Advisors
Florida
-$294M
4
BA
BlackRock Advisors
Delaware
-$180M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIM
1026
Beese Fulmer Investment Management
Ohio
$602K +$87.2K +732 +17%
MCM
1027
Mengis Capital Management
Oregon
$600K +$600K +5,040 New
BPCE
1028
Bank Pictet & Cie (Europe)
Germany
$596K -$65.6K -550 -10%
UFG
1029
United Fire Group
Iowa
$596K – – –
CCMU
1030
Cheyne Capital Management (UK)
United Kingdom
$596K +$596K +5,000 New
MSTVIM
1031
Messner & Smith Theme Value Investment Management
California
$595K -$1.11M -9,340 -65%
KT
1032
Kanaly Trust
Texas
$595K -$10.3K -86 -2%
SWM
1033
Segment Wealth Management
Texas
$589K -$3.22K -27 -0.5%
UR
1034
USCA RIA
Texas
$586K +$9.05K +76 +2%
SIM
1035
SSI Investment Management
California
$581K +$271K +2,285 +88%
HBT
1036
Hills Bank & Trust
Iowa
$580K – – –
BSW
1037
Buckingham Strategic Wealth
Missouri
$578K -$2.86K -24 -0.5%
DWT
1038
Dorsey & Whitney Trust
South Dakota
$577K -$9.54K -80 -2%
FHC
1039
First Heartland Consultants
Missouri
$576K -$7.62K -64 -1%
PL
1040
Perpetual Ltd
Australia
$576K – – –
AA
1041
ALPS Advisors
Colorado
$573K -$77K -646 -12%
NA
1042
NSB Advisors
New York
$568K – – –
DWM
1043
Dakota Wealth Management
Florida
$560K +$560K +4,708 New
KFA
1044
Kays Financial Advisory
Georgia
$559K +$159K +1,331 +40%
ZTNA
1045
Zions Trust National Association
Utah
$556K -$10.7K -90 -2%
BC
1046
Brinker Capital
Pennsylvania
$554K -$65.6K -550 -11%
FNBOH
1047
First National Bank of Hutchinson
Kansas
$553K +$953 +8 +0.2%
EAM
1048
Evanson Asset Management
California
$552K – – –
WC
1049
Whitney & Co
New York
$551K -$35.7K -300 -6%
EMG
1050
Ellington Management Group
Connecticut
$548K +$548K +4,600 New
40 41
42
43 44