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Union Pacific
UNP

Overview Fund Activity

1,339 hedge funds and large institutions have $57.5B invested in Union Pacific in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 470 increasing their positions, 556 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,339
Holders Change
+7
Holders Change %
+0.53%
% of All Funds
35.78%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
1.15%
New
94
Increased
470
Reduced
556
Closed
73
Calls
$881M
Puts
$819M
Net Calls
+$61.8M
Net Calls Change
+$70M

Top Buyers

1
SCP
Soroban Capital Partners
New York
$391M
2
Dodge & Cox
Dodge & Cox
California
$1.33B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.79B
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$183M
5
TP
Third Point
New York
$118M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$30.2M
2
Capital World Investors
Capital World Investors
California
$1B
3
Capital Research Global Investors
Capital Research Global Investors
California
$4.65B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$428M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.12B
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
1101
Emancipation Management
New York
$329K – – –
EHC
1102
Everett Harris & Co
California
$328K -$4.19K -48 -1%
FAG
1103
Financial Advisory Group
Texas
$326K +$29.3K +336 +10%
PG
1104
PEAK6 Group
Illinois
$325K -$295K -3,385 -48%
BWM
1105
Braver Wealth Management
Massachusetts
$323K – – –
NB
1106
Nicolet Bankshares
Wisconsin
$322K – – –
SIM
1107
SSI Investment Management
California
$322K +$5.37K +61 +2%
WCM
1108
Weatherstone Capital Management
Colorado
$320K +$320K +3,670 New
FSA
1109
Financial Sense Advisors
California
$319K -$46.7K -536 -13%
RMAM
1110
Raab & Moskowitz Asset Management
New Jersey
$319K -$19.2K -220 -6%
RIL
1111
Rothschild Investment LLC
Illinois
$317K – – –
SWM
1112
SVA Wealth Management
Wisconsin
$317K +$82K +941 +35%
GIM
1113
Goelzer Investment Management
Indiana
$313K -$23.6K -270 -7%
SIA
1114
Starfire Investment Advisers
Michigan
$312K – – –
NA
1115
NewEdge Advisors
Louisiana
$311K +$311K +3,556 New
SWA
1116
Sutton Wealth Advisors
Florida
$310K – – –
CBT
1117
Central Bank & Trust
Kentucky
$309K -$21K -240 -6%
AHB
1118
Abner Herrman & Brock
New Jersey
$306K – – –
BAS
1119
Brown Advisory Securities
Maryland
$305K -$4.01K -46 -1%
DLHL
1120
Donald L. Hagan LLC
Florida
$305K – – –
SFFS
1121
Stonehage Fleming Financial Services
Jersey
$305K +$125K +1,440 +70%
FFBTD
1122
First Financial Bank - Trust Division
Ohio
$303K -$286K -3,273 -49%
FANJ
1123
Financial Architects (New Jersey)
New Jersey
$303K +$49.5K +569 +20%
RTS
1124
Round Table Services
New Jersey
$302K -$122K -1,394 -29%
SBL
1125
Sargent Bickham Lagudis
Colorado
$302K – – –
43 44
45
46 47