UNP icon

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 %
MHS
1226
M Holdings Securities
Oregon
$452K +$17.4K +130 +4%
SCM
1227
Stonebridge Capital Management
California
$451K -$58.5K -415 -11%
BCM
1228
Brookmont Capital Management
Texas
$448K -$165K -1,230 -27%
AssetMark Inc
1229
AssetMark Inc
California
$448K -$67.4K -503 -13%
RMAM
1230
Raab & Moskowitz Asset Management
New Jersey
$446K – – –
SFP
1231
Shepherd Financial Partners
Massachusetts
$445K – – –
OWP
1232
Obermeyer Wealth Partners
Colorado
$443K +$64.4K +480 +17%
KWA
1233
KCS Wealth Advisory
California
$443K +$443K +3,307 New
SBSB
1234
Sullivan, Bruyette, Speros & Blaney
Virginia
$441K +$3.08K +23 +0.7%
STA
1235
Summit Trail Advisors
New York
$441K +$441K +3,144 New
AFNAS
1236
American Financial Network Advisory Services
California
$440K +$41.3K +308 +10%
LOAMS
1237
Lombard Odier Asset Management (Switzerland)
Switzerland
$439K – – –
OSAM
1238
O'Shaughnessy Asset Management
Connecticut
$435K +$435K +3,246 New
CBA
1239
Coastal Bridge Advisors
Connecticut
$434K – – –
JFGLC
1240
Johnson Financial Group LLC (Colorado)
Colorado
$431K +$22.9K +171 +6%
GCM
1241
Grisanti Capital Management
New York
$429K – – –
TL
1242
TrueWealth LLC
Georgia
$429K +$429K +3,197 New
LBC
1243
Lowe Brockenbrough & Co
Virginia
$427K -$4.7K -35 -1%
AMG
1244
Advisors Management Group
Wisconsin
$426K +$4.02K +30 +1%
HA
1245
Harfst & Associates
Wyoming
$425K +$14.5K +108 +4%
CCM
1246
Coldstream Capital Management
Washington
$423K +$17K +127 +4%
MSTVIM
1247
Messner & Smith Theme Value Investment Management
California
$416K – – –
EGA
1248
E&G Advisors
Texas
$416K +$107K +800 +35%
BCM
1249
Bayesian Capital Management
New York
$416K +$416K +3,100 New
IFWM
1250
Institute for Wealth Management
Colorado
$415K +$415K +3,105 New
48 49
50
51 52