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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
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 %
GXMC
1301
Global X Management Company
New York
$20K +$3.36K +42 +20%
PWM
1302
Perigon Wealth Management
California
$19K +$19K +1,442 New
WA
1303
Winfield Associates
Ohio
$18K +$18K +230 New
ADL
1304
Asset Dedication LLC
California
$17K -$17.7K -225 -51%
BAM
1305
Brave Asset Management
New Jersey
$16K – – –
ARMC
1306
American Research & Management Company
Massachusetts
$16K – – –
FMP
1307
Financial Management Professionals
Texas
$16K – – –
KA
1308
Klingman & Associates
New York
$16K – – –
CFA
1309
CT Financial Advisors
Pennsylvania
$15.9K – – –
TSU
1310
TD Securities (USA)
New York
$15K -$79 -1 -0.5%
LWM
1311
Lenox Wealth Management
Ohio
$14K – – –
FWM
1312
Focused Wealth Management
New York
$12K – – –
CA
1313
CapWealth Advisors
Tennessee
$12K +$78 +1 +0.7%
RI
1314
Redwood Investments
Massachusetts
$12K +$12K +150 New
Nuveen Asset Management
1315
Nuveen Asset Management
Illinois
$10.4K +$4.19K +52,664 +67%
AII
1316
AGF Investments Inc
Ontario, Canada
$10K – – –
WA
1317
WealthTrust-Arizona
Arizona
$8K -$73.1K -904 -90%
ICOM
1318
Investment Counselors of Maryland
Maryland
$8K – – –
TRCT
1319
Tower Research Capital (TRC)
New York
$7K +$7K +90 New
KFA
1320
Kelleher Financial Advisors
New York
$7K +$7K +100 New
PFO
1321
Pathstone Family Office
New Jersey
$5K +$5K +70 New
MIM
1322
Marco Investment Management
Georgia
$3.95K +$720 +9,050 +22%
PRS
1323
Pinkerton Retirement Specialists
Idaho
$3K -$1.62K -35 -35%
ANBT
1324
American National Bank & Trust
Texas
$3K – – –
WAMC
1325
Western Asset Management Company
California
$3K +$3K +26 New
51 52
53
54 55