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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 %
FFBTD
1201
First Financial Bank - Trust Division
Ohio
$499K -$93.7K -700 -16%
NB
1202
Nicolet Bankshares
Wisconsin
$499K +$57K +425 +13%
TPWA
1203
TRUE Private Wealth Advisors
Oregon
$499K +$499K +3,712 New
MWAC
1204
Mariner Wealth Advisors (Cincinnati)
Ohio
$497K +$78.1K +583 +19%
RW
1205
REDW Wealth
New Mexico
$494K +$134 +1 +0%
SAM
1206
Shamrock Asset Management
Texas
$493K – – –
NEPPG
1207
New England Professional Planning Group
Rhode Island
$489K +$489K +3,596 New
WIC
1208
Whitegate Investment Counselors
New Hampshire
$488K -$13.4K -100 -3%
ANBT
1209
American National Bank & Trust
Texas
$486K +$93.8K +700 +24%
MWP
1210
MYCIO Wealth Partners
Pennsylvania
$484K +$19.3K +144 +4%
IP
1211
Intellectus Partners
California
$479K +$13K +97 +3%
SWA
1212
Sutton Wealth Advisors
Florida
$478K – – –
CA
1213
Cornerstone Advisory
Maryland
$476K – – –
1SB
1214
1ST Source Bank
Indiana
$474K -$26.8K -200 -5%
RIL
1215
Rothschild Investment LLC
Illinois
$474K – – –
CFP
1216
Cornerstone Financial Partners
North Carolina
$474K +$113K +840 +31%
GAG
1217
GM Advisory Group
New York
$471K +$224K +1,670 +91%
CPC
1218
Congress Park Capital
New York
$468K +$468K +3,487 New
ICM
1219
IMS Capital Management
Oregon
$465K +$40.2K +300 +9%
NED
1220
Nancy E. Dempze
$465K +$148K +1,100 +47%
SIM
1221
SSI Investment Management
California
$461K -$2.41K -18 -0.5%
BDF
1222
Balasa Dinverno & Foltz
$459K -$12.2K -91 -3%
SHGA
1223
Sand Hill Global Advisors
California
$459K +$101K +750 +28%
AWA
1224
ARS Wealth Advisors
Florida
$456K +$402 +3 +0.1%
EWM
1225
Edge Wealth Management
New York
$455K -$33.7K -250 -7%
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