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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 %
KCM
1201
Kendall Capital Management
Maryland
$648K -$2.82K -20 -0.4%
ECG
1202
Edge Capital Group
Georgia
$648K +$13.5K +96 +2%
S
1203
Seeyond
France
$646K -$270K -1,916 -30%
BDF
1204
Balasa Dinverno & Foltz
$646K -$53.2K -377 -8%
LJAC
1205
L.J. Altfest & Co
New York
$646K +$4.51K +32 +0.7%
FCM
1206
Firestone Capital Management
Florida
$645K – – –
CA
1207
Clearstead Advisors
Ohio
$641K -$149K -1,060 -19%
KPW
1208
Kore Private Wealth
New York
$641K +$78.3K +555 +14%
BCM
1209
Boltwood Capital Management
California
$638K -$14.1K -100 -2%
IP
1210
Isthmus Partners
Wisconsin
$636K -$14.1K -100 -2%
TSWM
1211
Triangle Securities Wealth Management
North Carolina
$630K +$37.2K +264 +6%
JCM
1212
Jag Capital Management
Missouri
$629K -$85.3K -605 -12%
ARMT
1213
Amica Retiree Medical Trust
Rhode Island
$629K – – –
SW
1214
SkyOak Wealth
Michigan
$624K -$282 -2 -0%
TA
1215
Tiedemann Advisors
New York
$623K -$376K -2,670 -38%
SC
1216
Scholtz & Company
Connecticut
$621K – – –
BEI
1217
Benjamin Edwards Inc
Missouri
$620K +$512K +3,630 +475%
GIM
1218
Goelzer Investment Management
Indiana
$618K -$6.49K -46 -1%
WA
1219
Wambolt & Associates
Colorado
$616K -$17.2K -122 -3%
MCCP
1220
Mission Creek Capital Partners
California
$615K +$8.32K +59 +1%
EDRH
1221
Edmond de Rothschild Holding
Switzerland
$614K -$734K -5,200 -54%
DAM
1222
Diamant Asset Management
Connecticut
$614K -$113K -800 -16%
TTWM
1223
TCV Trust & Wealth Management
Virginia
$612K -$28.5K -202 -4%
DI
1224
DAGCO Inc
Ohio
$611K -$56.3K -399 -8%
BMM
1225
Buffington Mohr McNeal
Idaho
$609K +$19.8K +140 +3%
47 48
49
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