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Union Pacific
UNP

Overview Fund Activity

1,373 hedge funds and large institutions have $65.2B invested in Union Pacific in 2015 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 493 increasing their positions, 566 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
-21
Holders Change %
-1.51%
% of All Funds
37.03%
Holding in Top 10
64
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-31.18%
% of All Funds
1.73%
New
118
Increased
493
Reduced
566
Closed
121
Calls
$681M
Puts
$998M
Net Calls
-$317M
Net Calls Change
-$26.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$3.42B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$711M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$678M
4
Bank of America
Bank of America
North Carolina
$902M
5
MAA
Managed Account Advisors
New Jersey
$478M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.21B
2
Jennison Associates
Jennison Associates
New York
$77.3M
3
WRF
Waddell & Reed Financial
Kansas
$489M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$562M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
1226
Granite Investment Advisors
New Hampshire
$229K +$229K +2,400 New
TCOO
1227
Trust Company of Oklahoma
Oklahoma
$228K +$37.7K +395 +20%
MLL
1228
Moody Lynn & Lieberson
Massachusetts
$228K -$7.96M -83,422 -97%
CL
1229
CPWM LLC
Washington
$227K +$227K +2,382 New
STMM
1230
South Texas Money Management
Texas
$225K -$61.7K -648 -22%
EWM
1231
Evermay Wealth Management
Virginia
$225K +$225K +2,354 New
TSS
1232
Thomas Story & Son
Indiana
$219K – – –
AHB
1233
Abner Herrman & Brock
New Jersey
$218K – – –
RC
1234
Roundview Capital
New Jersey
$218K +$218K +2,288 New
BWFM
1235
Bridgewater Wealth & Financial Management
Maryland
$216K -$6.21K -65 -3%
FI
1236
FCM Investments
Texas
$216K – – –
CA
1237
Capital Advantage
California
$214K -$10.2K -107 -5%
LA
1238
LVW Advisors
New York
$213K -$668 -7 -0.3%
SCM
1239
Salem Capital Management
Massachusetts
$210K – – –
WPC
1240
Waters Parkerson & Co
Louisiana
$210K +$7.16K +75 +4%
RA
1241
RFG Advisory
Alabama
$210K +$210K +2,206 New
AW
1242
Alpha Windward
Massachusetts
$209K +$478 +5 +0.2%
WA
1243
WealthTrust Axiom
Pennsylvania
$205K – – –
AP
1244
Atwood & Palmer
Missouri
$205K – – –
NFG
1245
Nadler Financial Group
Illinois
$203K -$19.1K -200 -9%
ZAM
1246
Zevin Asset Management
Massachusetts
$203K – – –
PG
1247
Patten Group
Tennessee
$202K – – –
WRM
1248
Westport Resources Management
Connecticut
$201K +$14.3K +150 +8%
IFB
1249
iAB Financial Bank
Indiana
$200K +$200K +2,100 New
QAM
1250
QCI Asset Management
New York
$195K – – –
48 49
50
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