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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 %
MJP
1051
Michael J. Puzo
$791K -$40.2K -300 -5%
CNBT
1052
Canandaigua National Bank & Trust
New York
$791K -$6.03K -45 -0.8%
NERM
1053
New England Research & Management
Illinois
$786K -$70.4K -525 -8%
BAM
1054
Barrett Asset Management
New York
$784K +$6.71K +50 +0.9%
EAM
1055
Evanson Asset Management
California
$784K +$54.7K +408 +8%
WSTAM
1056
Wilbanks Smith & Thomas Asset Management
Virginia
$783K -$31.5K -235 -4%
MPPLM
1057
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$783K +$783K +5,841 New
CWM
1058
Calamos Wealth Management
Illinois
$781K -$3.86M -28,776 -83%
SBWM
1059
Sunflower Bank Wealth Management
Arizona
$781K -$20.1K -150 -3%
RCAG
1060
Rehmann Capital Advisory Group
Michigan
$779K -$3.62K -27 -0.5%
GCA
1061
Guardian Capital Advisors
Ontario, Canada
$770K +$74.2K +525 +11%
CCA
1062
Conestoga Capital Advisors
Pennsylvania
$760K – – –
ATC
1063
Argent Trust Co
Tennessee
$755K -$190K -1,415 -20%
LSAG
1064
Lake Street Advisors Group
New Hampshire
$753K +$753K +5,615 New
SL
1065
Summitry LLC
California
$748K +$671 +5 +0.1%
PFS
1066
Physicians Financial Services
North Carolina
$741K – – –
TA
1067
Tiedemann Advisors
New York
$738K -$351K -2,615 -32%
NAMP
1068
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$736K – – –
HBT
1069
Hills Bank & Trust
Iowa
$730K – – –
BRA
1070
Biechele Royce Advisors
Indiana
$728K +$728K +5,430 New
CLOS
1071
Compagnie Lombard Odier SCmA
Switzerland
$724K +$286K +2,145 +65%
HPIA
1072
Hamilton Point Investment Advisors
North Carolina
$718K – – –
MSAM
1073
Moloney Securities Asset Management
Missouri
$714K +$24.3K +181 +4%
JIC
1074
Joel Isaacson & Co
New York
$713K – – –
PL
1075
Perpetual Ltd
Australia
$713K +$81.3K +600 +13%
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