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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 %
YP
1101
Yellowstone Partners
Idaho
$668K -$28.4K -212 -4%
NVIM
1102
New Vernon Investment Management
Illinois
$668K – – –
MWM
1103
Modera Wealth Management
New Jersey
$668K – – –
WWM
1104
Windsor Wealth Management
Indiana
$667K +$667K +4,975 New
FMT
1105
First Mercantile Trust
Tennessee
$660K -$83.8K -625 -11%
SFG
1106
SNS Financial Group
Minnesota
$654K +$17.8K +133 +3%
FIM
1107
Foresters Investment Management
New York
$652K +$82.6K +616 +15%
WPW
1108
Winthrop Partners - WNY
New York
$647K +$647K +4,716 New
KI
1109
Koch Industries
Kansas
$646K +$646K +4,817 New
BWM
1110
BigSur Wealth Management
Florida
$643K +$134 +1 +0%
WI
1111
Wintrust Investments
Illinois
$640K -$9.92K -74 -2%
MFW
1112
Mosaic Family Wealth
Missouri
$640K +$26.8K +199 +4%
BI
1113
Ballast Inc
Kentucky
$640K +$640K +4,773 New
ARMT
1114
Amica Retiree Medical Trust
Rhode Island
$638K – – –
Koshinski Asset Management
1115
Koshinski Asset Management
Illinois
$633K +$201K +1,496 +46%
TYCC
1116
Texas Yale Capital Corp
Florida
$632K – – –
BI
1117
Bredin Investment
Delaware
$631K +$631K +4,650 New
HCM
1118
Hutner Capital Management
Vermont
$626K – – –
PL
1119
Plancorp LLC
Missouri
$626K +$57.6K +429 +10%
LJAC
1120
L.J. Altfest & Co
New York
$624K +$134 +1 +0%
TMAM
1121
Tokio Marine Asset Management
Japan
$623K -$223K -1,660 -26%
Carson Wealth (CWM LLC)
1122
Carson Wealth (CWM LLC)
Nebraska
$622K -$8.05K -60 -1%
FIM
1123
Freedom Investment Management
Connecticut
$619K -$82K -611 -12%
WIS
1124
Wright Investors Service
Connecticut
$618K +$18.4K +137 +3%
CWM
1125
Capital Wealth Management
Rhode Island
$617K +$617K +4,600 New
43 44
45
46 47