UNP icon

Union Pacific
UNP

Overview Fund Activity

1,845 hedge funds and large institutions have $76.7B invested in Union Pacific in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 629 increasing their positions, 847 reducing their positions, and 219 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
-150
Holders Change %
-7.52%
% of All Funds
40.76%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.39%
New
103
Increased
629
Reduced
847
Closed
219
Calls
$859M
Puts
$694M
Net Calls
+$165M
Net Calls Change
-$238M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$491M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$393M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$268M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$214M
5
Ameriprise
Ameriprise
Minnesota
+$186M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$584M
2
Capital World Investors
Capital World Investors
California
-$429M
3
Morgan Stanley
Morgan Stanley
New York
-$363M
4
JFA
Johanson Financial Advisors
California
-$344M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
1076
Intellectus Partners
California
$902K +$312K +2,213 +53%
LWMM
1077
Legacy Wealth Management (Mississippi)
Mississippi
$901K +$465K +3,297 +107%
BFA
1078
Beaumont Financial Advisors
Massachusetts
$901K -$196K -1,387 -18%
RG
1079
Rikoon Group
New Mexico
$901K -$48.3K -342 -5%
CCM
1080
Compton Capital Management
Rhode Island
$901K -$7.05K -50 -0.8%
Lido Advisors
1081
Lido Advisors
California
$900K -$782K -5,542 -46%
GA
1082
Gateway Advisory
New Jersey
$900K – – –
GIP
1083
Granite Investment Partners
California
$895K -$3.1K -22 -0.3%
KLCM
1084
KG&L Capital Management
Louisiana
$893K +$217K +1,538 +32%
LOAME
1085
Lombard Odier Asset Management (Europe)
United Kingdom
$891K -$196K -1,392 -18%
CCA
1086
Checchi Capital Advisers
California
$890K -$66.2K -469 -7%
GWAG
1087
Garrett Wealth Advisory Group
Texas
$890K +$27K +191 +3%
VDI
1088
Vaughan David Investments
Illinois
$888K – – –
AIP
1089
ARS Investment Partners
New York
$886K – – –
KPCM
1090
Kings Point Capital Management
New York
$870K – – –
CP
1091
Covenant Partners
Tennessee
$859K -$63.7K -452 -7%
AHC
1092
Anderson Hoagland & Co
Missouri
$857K -$12.1K -91 -1%
ERIM
1093
Eagle Ridge Investment Management
Connecticut
$856K +$37.7K +267 +5%
NPA
1094
Nichols & Pratt Advisers
Massachusetts
$850K +$183K +1,300 +28%
SDH
1095
Sloy Dahl & Holst
Washington
$846K – – –
CFA
1096
Camarda Financial Advisors
Florida
$846K +$846K +6,000 New
FFG
1097
Fortem Financial Group
California
$841K -$297K -2,109 -26%
PFS
1098
Physicians Financial Services
North Carolina
$835K -$56.4K -400 -6%
DIA
1099
Dana Investment Advisors
Wisconsin
$829K -$325K -2,306 -28%
BPCA
1100
Bank Pictet & Cie (Asia)
Singapore
$829K – – –
42 43
44
45 46