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Union Pacific
UNP

Overview Fund Activity

1,770 hedge funds and large institutions have $79.2B invested in Union Pacific in 2018 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 581 increasing their positions, 706 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,770
Holders Change
+91
Holders Change %
+5.42%
% of All Funds
39.5%
Holding in Top 10
76
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.28%
% of All Funds
1.7%
New
224
Increased
581
Reduced
706
Closed
115
Calls
$1.53B
Puts
$836M
Net Calls
+$695M
Net Calls Change
-$489M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$581M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$361M
3
Bank of America
Bank of America
North Carolina
+$277M
4
Boston Partners
Boston Partners
Massachusetts
+$223M
5
CBOA
Commonwealth Bank of Australia
Australia
+$179M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$803M
2
Morgan Stanley
Morgan Stanley
New York
-$533M
3
LPC
Lone Pine Capital
Connecticut
-$525M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$316M
5
Capital International Investors
Capital International Investors
California
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRPA
1201
L. Roy Papp & Associates
Arizona
$604K – – –
EAM
1202
Evanson Asset Management
California
$603K -$42K -304 -7%
CA
1203
Clearstead Advisors
Ohio
$603K +$137K +988 +29%
EA
1204
Elm Advisors
California
$598K – – –
ED
1205
Exane Derivatives
France
$596K +$18K +130 +3%
SSG
1206
Summit Securities Group
New York
$594K +$594K +4,300 New
AIC
1207
Archer Investment Corporation
Indiana
$594K +$594K +4,300 New
BWA
1208
Burt Wealth Advisors
Maryland
$592K – – –
BMA
1209
Brooks Moore & Associates
Tennessee
$585K +$585K +4,232 New
RA
1210
RFG Advisory
Alabama
$582K -$97.3K -704 -14%
BI
1211
Ballast Inc
Kentucky
$582K -$50.6K -366 -8%
HCA
1212
Harbour Capital Advisors
Virginia
$581K +$23.5K +170 +4%
JCM
1213
Jacobi Capital Management
Pennsylvania
$580K +$243K +1,760 +72%
PAM
1214
Palisade Asset Management
Minnesota
$579K -$48.8K -353 -8%
GIM
1215
Goelzer Investment Management
Indiana
$578K – – –
BMM
1216
Buffington Mohr McNeal
Idaho
$577K -$19.2K -139 -3%
TFS
1217
Thoroughbred Financial Services
Tennessee
$577K +$577K +4,180 New
SFG
1218
SevenBridge Financial Group
Pennsylvania
$576K – – –
MCM
1219
Mengis Capital Management
Oregon
$575K -$6.91K -50 -1%
DC
1220
DeDora Capital
California
$575K +$9.81K +71 +2%
WPC
1221
Waters Parkerson & Co
Louisiana
$574K -$2.07K -15 -0.4%
PVH
1222
Psagot Value Holdings
Israel
$574K +$146K +1,055 +34%
VHAM
1223
Van Hulzen Asset Management
California
$570K +$7.05K +51 +1%
S
1224
Seeyond
France
$570K +$570K +4,127 New
TFF
1225
The Family Firm
Maryland
$567K -$10.1K -73 -2%
47 48
49
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