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 %
WCM
1126
Weld Capital Management
New York
$786K +$786K +5,574 New
SBWM
1127
Sunflower Bank Wealth Management
Arizona
$785K – – –
ZIC
1128
ZWJ Investment Counsel
Georgia
$782K -$33.4K -237 -4%
TW
1129
Transform Wealth
Colorado
$782K +$32.5K +230 +4%
PI
1130
Pettee Investors
Connecticut
$779K – – –
CFGS
1131
Concourse Financial Group Securities
Alabama
$777K -$471K -3,341 -38%
WP
1132
WealthSource Partners
California
$774K -$203K -1,441 -21%
TW
1133
TrinityPoint Wealth
Connecticut
$774K +$29.7K +211 +4%
BAC
1134
Boys Arnold & Co
North Carolina
$770K +$267K +1,895 +53%
WIP
1135
Wellesley Investment Partners
Massachusetts
$768K -$96.5K -685 -11%
KWA
1136
KCS Wealth Advisory
California
$767K +$67.8K +481 +10%
GDP
1137
Great Diamond Partners
Maine
$766K -$1.41K -10 -0.2%
TNBTD
1138
Trustmark National Bank Trust Department
Mississippi
$762K +$11.3K +80 +2%
HFS
1139
Haverford Financial Services
Pennsylvania
$760K – – –
WR
1140
Watson Rebecca
$760K +$144 +1 +0%
JIC
1141
Joel Isaacson & Co
New York
$760K +$32K +227 +4%
CT
1142
Columbia Trust
Oregon
$760K +$102K +727 +16%
GD
1143
Grandfield & Dodd
New York
$756K -$908K -6,442 -55%
HPIA
1144
Hamilton Point Investment Advisors
North Carolina
$756K – – –
PCM
1145
Pointe Capital Management
Michigan
$752K -$29.2K -207 -4%
CCA
1146
Conestoga Capital Advisors
Pennsylvania
$752K – – –
SBSB
1147
Sullivan, Bruyette, Speros & Blaney
Virginia
$747K +$14K +99 +2%
AIA
1148
Angeles Investment Advisors
California
$745K -$30.2K -185 -4%
OPPTF
1149
OPSEU Pension Plan Trust Fund
Ontario, Canada
$744K +$744K +5,523 New
BHWM
1150
Bar Harbor Wealth Management
New Hampshire
$739K -$106K -749 -13%
44 45
46
47 48