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Union Pacific
UNP

Overview Fund Activity

1,332 hedge funds and large institutions have $52.9B invested in Union Pacific in 2016 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 521 increasing their positions, 498 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
-8
Holders Change %
-0.6%
% of All Funds
35.55%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.04%
New
106
Increased
521
Reduced
498
Closed
98
Calls
$624M
Puts
$632M
Net Calls
-$8.22M
Net Calls Change
-$111M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$952M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$381M
3
Lazard Asset Management
Lazard Asset Management
New York
+$334M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$273M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$723M
2
Harris Associates
Harris Associates
Illinois
-$381M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$212M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$195M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
1051
Duncker Streett & Co
Missouri
$368K +$139K +1,750 +61%
LJAC
1052
L.J. Altfest & Co
New York
$365K +$80 +1 +0%
IH
1053
IFC Holdings
Florida
$364K +$23.4K +296 +7%
NFG
1054
Next Financial Group
Texas
$359K +$61.1K +768 +21%
EA
1055
Elm Advisors
California
$358K – – –
TCM
1056
Tradition Capital Management
New Jersey
$354K – – –
YP
1057
Yellowstone Partners
Idaho
$354K +$4.85K +61 +1%
PAM
1058
Palisade Asset Management
Minnesota
$354K +$77.1K +970 +28%
WA1
1059
Wimmer Associates 1
California
$354K +$94.9K +1,194 +37%
AAM
1060
Auxier Asset Management
Oregon
$353K +$353K +4,434 New
PFBT
1061
Parkside Financial Bank & Trust
Missouri
$348K -$204K -2,567 -37%
AFP
1062
Ausdal Financial Partners
Iowa
$347K +$8.44K +106 +2%
SAM
1063
Shamrock Asset Management
Texas
$344K -$159K -1,999 -32%
GBA
1064
Garrison Bradford & Associates
New York
$344K – – –
HWA
1065
Heritage Wealth Advisors
Virginia
$344K +$64.3K +811 +23%
RWA
1066
Ropes Wealth Advisors
Massachusetts
$341K -$55.9K -702 -14%
MCM
1067
Mengis Capital Management
Oregon
$338K -$274K -3,440 -45%
JIC
1068
Joel Isaacson & Co
New York
$338K – – –
Capstone Investment Advisors
1069
Capstone Investment Advisors
New York
$336K -$545K -6,864 -62%
TIM
1070
Tortoise Investment Management
New York
$336K -$955 -12 -0.3%
TYCC
1071
Texas Yale Capital Corp
Florida
$335K – – –
FSA
1072
Financial Sense Advisors
California
$334K +$334K +4,194 New
CPIG
1073
Chicago Partners Investment Group
Illinois
$333K -$64.7K -812 -16%
HPIA
1074
Hamilton Point Investment Advisors
North Carolina
$333K -$19.1K -240 -5%
ERIM
1075
Eagle Ridge Investment Management
Connecticut
$331K – – –
41 42
43
44 45