UNP icon

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

Top Sellers

1
JHIU
1
Janus Henderson Investors US
Colorado
$141M
2
Harris Associates
2
Harris Associates
Illinois
$470M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$628M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$63.2M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
1276
Gemmer Asset Management
California
$37K +$5.55K +70 +18%
NCMG
1277
NCM Capital Management Group
North Carolina
$36K – – –
LJHT
1278
Laurie J. Hall Trustee
$36K – – –
FPFS
1279
First Personal Financial Services
North Carolina
$36K +$16K +200 +80%
AP
1280
Advisors Preferred
Maryland
$35K +$35K +444 New
IPC
1281
Independent Portfolio Consultants
Florida
$34K -$8.7K -110 -20%
FPTW
1282
Franklin, Parlapiano, Turner & Welch
Texas
$33K – – –
TFO
1283
Tarbox Family Office
California
$33K +$641 +8 +2%
KPCM
1284
Kings Point Capital Management
New York
$32K -$19.3K -241 -38%
CFS
1285
Commonwealth Financial Services
West Virginia
$32K – – –
HPBT
1286
High Point Bank & Trust
North Carolina
$32K – – –
JGIA
1287
Jackson Grant Investment Advisers
Connecticut
$32K +$238 +3 +0.8%
AA
1288
AlphaMark Advisors
Kentucky
$30K +$30K +375 New
GBT
1289
Grove Bank & Trust
Florida
$29K +$28.2K +360 +3,600%
FCCM
1290
First City Capital Management
Georgia
$28.2K – – –
NCM
1291
Nelson Capital Management
California
$28K +$28K +348 New
BL
1292
Balentine LLC
Georgia
$26K -$11.9K -151 -31%
SIM
1293
Sonora Investment Management
Arizona
$24.1K – – –
EWM
1294
Edge Wealth Management
New York
$24K -$24K -300 -50%
CHP
1295
Cable Hill Partners
Oregon
$24K -$2.24K -28 -9%
NC
1296
NewSquare Capital
Pennsylvania
$24K – – –
SIG
1297
Stanford Investment Group
California
$23K – – –
KT
1298
Kanaly Trust
Texas
$23K +$14.1K +173 +157%
WAS
1299
WESPAC Advisors SoCal
California
$21.1K +$21.1K +265 New
CAW
1300
Cornerstone Advisors (Washington)
Washington
$21K +$13.2K +163 +168%
50 51
52
53 54