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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 %
HAG
1076
HighPoint Advisor Group
Illinois
$346K +$346K +4,943 New
PTC
1077
Philadelphia Trust Company
Pennsylvania
$345K -$11.7K -140 -3%
BMM
1078
Buffington Mohr McNeal
Idaho
$344K +$31.3K +400 +10%
YP
1079
Yellowstone Partners
Idaho
$343K +$77.8K +996 +29%
KL
1080
KWMG LLC
Kansas
$342K +$342K +4,370 New
IH
1081
IFC Holdings
Florida
$340K +$33.6K +425 +11%
GBA
1082
Garrison Bradford & Associates
New York
$338K – – –
NEPPG
1083
New England Professional Planning Group
Rhode Island
$335K +$28.6K +366 +9%
FMWA
1084
Forvis Mazars Wealth Advisors
Missouri
$334K +$27K +345 +9%
JIC
1085
Joel Isaacson & Co
New York
$333K – – –
TFF
1086
The Family Firm
Maryland
$333K +$861 +11 +0.3%
AFP
1087
Ausdal Financial Partners
Iowa
$333K +$333K +4,252 New
SBIA
1088
Sheaff Brock Investment Advisors
Indiana
$333K +$333K +4,253 New
PAM
1089
PT Asset Management
Illinois
$331K – – –
TIM
1090
Tortoise Investment Management
New York
$331K +$939 +12 +0.3%
TYCC
1091
Texas Yale Capital Corp
Florida
$329K – – –
ERIM
1092
Eagle Ridge Investment Management
Connecticut
$325K – – –
FDCC
1093
Foster Dykema Cabot & Co
Massachusetts
$322K – – –
HCC
1094
Hirtle Callaghan & Co
Pennsylvania
$322K +$15.5K +199 +5%
ALA
1095
Atherton Lane Advisers
California
$321K – – –
SC
1096
Saybrook Capital
North Carolina
$321K – – –
JFA
1097
Johanson Financial Advisors
California
$321K +$321K +4,086 New
UR
1098
USCA RIA
Texas
$320K +$10.3K +132 +3%
CA
1099
Cornerstone Advisory
Maryland
$320K +$320K +4,096 New
GLI
1100
Guardian Life Insurance
New York
$317K -$80.4K -1,028 -20%
42 43
44
45 46