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Union Pacific
UNP

Overview Fund Activity

1,995 hedge funds and large institutions have $99.6B invested in Union Pacific in 2019 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 635 increasing their positions, 772 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+167
Holders Change %
+9.14%
% of All Funds
39.4%
Holding in Top 10
70
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.41%
% of All Funds
1.38%
New
275
Increased
635
Reduced
772
Closed
80
Calls
$1.27B
Puts
$866M
Net Calls
+$403M
Net Calls Change
+$202M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.29B
2
Capital International Investors
Capital International Investors
California
+$961M
3
State Street
State Street
Massachusetts
+$321M
4
SCM
Steadfast Capital Management
New York
+$236M
5
Capital World Investors
Capital World Investors
California
+$206M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$678M
2
ECU
Egerton Capital (UK)
United Kingdom
-$400M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$348M
4
Boston Partners
Boston Partners
Massachusetts
-$150M
5
Two Sigma Investments
Two Sigma Investments
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
PV
1251
Private Vista
Illinois
$768K +$3.08K +17 +0.4%
CC
1252
Courier Capital
New York
$767K -$2.33K -13 -0.3%
WPW
1253
Waldron Private Wealth
Pennsylvania
$764K -$101K -562 -12%
LWS
1254
Lucia Wealth Services
California
$763K +$78.8K +436 +12%
TA
1255
TCG Advisors
Texas
$760K +$3.44K +19 +0.5%
TSWM
1256
Triangle Securities Wealth Management
North Carolina
$760K +$5.42K +30 +0.7%
TP
1257
Tranquility Partners
Tennessee
$760K +$417K +2,303 +121%
BMA
1258
Brooks Moore & Associates
Tennessee
$759K -$6.33K -35 -0.8%
BG
1259
Berry Group
Massachusetts
$759K +$759K +4,200 New
IP
1260
Intellectus Partners
California
$756K +$18.4K +102 +2%
VHAM
1261
Van Hulzen Asset Management
California
$755K -$9.23K -51 -1%
BMM
1262
Buffington Mohr McNeal
Idaho
$755K – – –
MJP
1263
Michael J. Puzo
$750K -$9.04K -50 -1%
HWA
1264
Heartwood Wealth Advisors
Virginia
$750K +$750K +4,148 New
FPA
1265
First Pacific Advisors
California
$741K – – –
GAMC
1266
Garner Asset Management Corp
Texas
$735K – – –
OIWM
1267
OptiFour Integrated Wealth Management
Virginia
$735K – – –
SBL
1268
Sargent Bickham Lagudis
Colorado
$732K +$3.8K +21 +0.5%
ACP
1269
Aviance Capital Partners
Florida
$731K -$2.53K -14 -0.3%
IFWM
1270
Institute for Wealth Management
Colorado
$731K +$98.4K +544 +16%
JWM
1271
Jackson Wealth Management
Florida
$730K +$45.7K +247 +7%
SMH
1272
Sanders Morris Harris
Texas
$729K -$18.2K -100 -2%
VC
1273
Veracity Capital
Georgia
$724K +$724K +4,005 New
DSAM
1274
Dock Street Asset Management
Florida
$723K – – –
KPW
1275
Kore Private Wealth
New York
$721K -$40.1K -222 -5%
49 50
51
52 53