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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 %
AFC
1226
AFT Forsyth & Company
Florida
$566K – – –
WPW
1227
Waldron Private Wealth
Pennsylvania
$565K +$98K +710 +21%
MWM
1228
MinichMacGregor Wealth Management
New York
$565K +$553K +4,775 +4,775%
AB
1229
Atlas Brown
Kentucky
$564K -$3.18K -23 -0.6%
VIM
1230
Veritas Investment Management
United Kingdom
$560K – – –
ACP
1231
Aviance Capital Partners
Florida
$560K +$7.19K +52 +1%
KWA
1232
KCS Wealth Advisory
California
$560K +$16.3K +118 +3%
SAM
1233
Symphony Asset Management
California
$557K +$57.5K +416 +12%
BDF
1234
Balasa Dinverno & Foltz
$554K -$60.5K -438 -10%
CG
1235
Caprock Group
Idaho
$554K +$46.1K +334 +9%
DSAM
1236
Dock Street Asset Management
Florida
$553K – – –
AF
1237
Ally Financial
Michigan
$553K +$553K +4,000 New
UF
1238
Univest Financial
Pennsylvania
$551K -$61.6K -446 -10%
WB
1239
Webster Bank
Connecticut
$550K – – –
TVWM
1240
Tower View Wealth Management
Wisconsin
$549K +$27K +195 +5%
HFS
1241
Howard Financial Services
Texas
$547K +$547K +3,954 New
KC
1242
Knuff & Co
California
$547K +$547K +3,959 New
MC
1243
Montag & Caldwell
Georgia
$543K -$41.4K -300 -7%
WI
1244
Wintrust Investments
Illinois
$542K -$2.77K -20 -0.5%
WCM
1245
Windward Capital Management
California
$540K -$3.59K -26 -0.7%
PV
1246
Private Vista
Illinois
$538K -$3.87K -28 -0.7%
GBA
1247
Garrison Bradford & Associates
New York
$537K -$6.08K -44 -1%
WA
1248
Wambolt & Associates
Colorado
$536K +$536K +3,877 New
ARMT
1249
Amica Retiree Medical Trust
Rhode Island
$533K – – –
ACM
1250
AlphaCrest Capital Management
New York
$530K +$530K +3,833 New
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50
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