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Union Pacific
UNP

Overview Fund Activity

1,332 hedge funds and large institutions have $52.9B invested in Union Pacific in 2016 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 521 increasing their positions, 498 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
-8
Holders Change %
-0.6%
% of All Funds
35.55%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.04%
New
106
Increased
521
Reduced
498
Closed
98
Calls
$624M
Puts
$632M
Net Calls
-$8.22M
Net Calls Change
-$111M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$975M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.41B
3
Lazard Asset Management
Lazard Asset Management
New York
$884M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.07B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.19B

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
$141M
2
Harris Associates
Harris Associates
Illinois
$470M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$628M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$63.2M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
1226
Vantage Investment Advisors
Pennsylvania
$127K – – –
EFSCE
1227
Enterprise Financial Services Corp (EFSC)
Missouri
$126K +$15.5K +195 +14%
BKA
1228
Brick & Kyle Associates
Pennsylvania
$125K – – –
AA
1229
Apriem Advisors
California
$124K +$124K +1,559 New
DPA
1230
Delphi Private Advisors
California
$122K -$9.39K -118 -7%
S
1231
SignatureFD
Georgia
$117K +$46.4K +585 +66%
CAL
1232
Capital Analysts LLC
Pennsylvania
$115K -$31.6K -397 -22%
JWM
1233
Jacobus Wealth Management
Wisconsin
$113K – – –
AF
1234
Allworth Financial
California
$113K – – –
PMFA
1235
Plante Moran Financial Advisors
Michigan
$112K -$145K -1,827 -56%
TSW
1236
Thompson Siegel & Walmsley
Virginia
$106K – – –
KKAMG
1237
Kernodle & Katon Asset Management Group
Arkansas
$96K +$4.37K +55 +5%
DAM
1238
Delta Asset Management
Tennessee
$95K – – –
TCM
1239
Tradewinds Capital Management
Washington
$89K – – –
LWA
1240
Lenox Wealth Advisors
New York
$88K -$3.96K -50 -4%
HCP
1241
Holt Capital Partners
Texas
$88K +$88K +1,100 New
SFPIA
1242
Stevens First Principles Investment Advisors
California
$86K – – –
Parallax Volatility Advisers
1243
Parallax Volatility Advisers
California
$84K -$6.54M -82,421 -99%
KLI
1244
Kelman-Lazarov Inc
Tennessee
$83K +$83K +1,050 New
NC
1245
Northpointe Capital
Michigan
$82K +$82K +1,030 New
WOC
1246
West Oak Capital
California
$81.9K – – –
SI
1247
Sentry Investments
Ontario, Canada
$79.3K -$15.6K -196,000 -16%
CB
1248
Community Bank
New York
$79K -$2.37K -30 -3%
FAM
1249
Formidable Asset Management
Ohio
$77K -$2.68K -31 -3%
TWMP
1250
Taylor Wealth Management Partners
Massachusetts
$77K +$71.9K +900 +1,406%
48 49
50
51 52