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Union Pacific
UNP

Overview Fund Activity

1,340 hedge funds and large institutions have $54.7B invested in Union Pacific in 2015 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 495 increasing their positions, 540 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
+21
Holders Change %
+1.59%
% of All Funds
35.19%
Holding in Top 10
38
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-43.28%
% of All Funds
1%
New
132
Increased
495
Reduced
540
Closed
96
Calls
$812M
Puts
$709M
Net Calls
+$103M
Net Calls Change
+$172M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$918M
2
Lazard Asset Management
Lazard Asset Management
New York
+$283M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$277M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$221M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$188M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$2.7B
2
Capital World Investors
Capital World Investors
California
-$774M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$625M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$390M
5
CWG
C WorldWide Group
Denmark
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAB
1051
First American Bank
Illinois
$377K +$377K +4,818 New
PFS
1052
Physicians Financial Services
North Carolina
$377K +$377K +4,826 New
LOAMS
1053
Lombard Odier Asset Management (Switzerland)
Switzerland
$375K – – –
PP
1054
Patten & Patten
Tennessee
$370K +$46.2K +591 +14%
DWT
1055
Dorsey & Whitney Trust
South Dakota
$368K -$34.9K -446 -9%
WP
1056
WMS Partners
Maryland
$368K +$8.37K +107 +2%
1SB
1057
1ST Source Bank
Indiana
$365K -$184K -2,355 -33%
BP
1058
Ballentine Partners
Massachusetts
$365K +$11.9K +152 +3%
HW
1059
Hedeker Wealth
Illinois
$364K +$183K +4,665 +101%
EAM
1060
Evanson Asset Management
California
$362K – – –
PAA
1061
Peregrine Asset Advisers
Oregon
$360K – – –
DWM
1062
Dakota Wealth Management
Florida
$360K – – –
RTIM
1063
Round Table Investment Management
North Carolina
$360K +$360K +4,600 New
1GA
1064
1st Global Advisors
Texas
$358K -$35.7K -457 -9%
LJAC
1065
L.J. Altfest & Co
New York
$358K +$78 +1 +0%
CFA
1066
Carroll Financial Associates
North Carolina
$355K +$30.9K +396 +10%
Cetera Investment Advisers
1067
Cetera Investment Advisers
Illinois
$355K +$355K +4,514 New
GVT
1068
Genesee Valley Trust
New York
$353K +$32.3K +414 +10%
EA
1069
Elm Advisors
California
$352K – – –
FHC
1070
First Heartland Consultants
Missouri
$350K -$40.2K -515 -10%
CCM
1071
Canal Capital Management
Virginia
$350K +$78 +1 +0%
SFSG
1072
Stearns Financial Services Group
North Carolina
$349K +$349K +4,464 New
TCM
1073
Tradition Capital Management
New Jersey
$348K – – –
EDRE
1074
Edmond de Rothschild (Europe)
Luxembourg
$348K +$61K +780 +21%
HPIA
1075
Hamilton Point Investment Advisors
North Carolina
$346K -$2.74K -35 -0.8%
41 42
43
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