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Union Pacific
UNP

Overview Fund Activity

1,846 hedge funds and large institutions have $94.3B invested in Union Pacific in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 626 increasing their positions, 804 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,846
Holders Change
+12
Holders Change %
+0.65%
% of All Funds
40.16%
Holding in Top 10
81
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.35%
% of All Funds
1.76%
New
112
Increased
626
Reduced
804
Closed
78
Calls
$841M
Puts
$953M
Net Calls
-$112M
Net Calls Change
-$118M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$381M
3
Invesco
Invesco
Georgia
+$373M
4
SCP
Soroban Capital Partners
New York
+$300M
5
LPC
Lone Pine Capital
Connecticut
+$274M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$636M
2
TCI Fund Management
TCI Fund Management
United Kingdom
-$500M
3
Morgan Stanley
Morgan Stanley
New York
-$380M
4
ECU
Egerton Capital (UK)
United Kingdom
-$291M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
1301
GYL Financial Synergies
Connecticut
$595K +$16.9K +100 +3%
CWM
1302
Centric Wealth Management
Illinois
$594K +$22.3K +132 +4%
FAG
1303
Financial Advisory Group
Texas
$594K +$70K +425 +13%
ZIC
1304
ZWJ Investment Counsel
Georgia
$593K -$11.8K -70 -2%
WA1
1305
Wimmer Associates 1
California
$591K – – –
RW
1306
REDW Wealth
New Mexico
$590K +$338 +2 +0.1%
MFW
1307
Meristem Family Wealth
Minnesota
$588K +$195K +1,150 +49%
TFS
1308
TrustCore Financial Services
Tennessee
$588K +$571K +3,376 +3,343%
PSG
1309
Planning Solutions Group
Maryland
$587K – – –
ACM
1310
AlphaStar Capital Management
North Carolina
$586K -$137K -810 -19%
FDCC
1311
Foster Dykema Cabot & Co
Massachusetts
$584K – – –
PVH
1312
Psagot Value Holdings
Israel
$582K -$45.3K -268 -7%
COI
1313
Capital One Investing
Virginia
$582K – – –
SW
1314
SlateStone Wealth
Florida
$582K +$37.3K +221 +7%
VST
1315
Van Strum & Towne
California
$581K -$20.3K -120 -3%
WIC
1316
Whitegate Investment Counselors
New Hampshire
$580K – – –
MWM
1317
Mission Wealth Management
California
$578K -$15.2K -90 -3%
AWA
1318
ARS Wealth Advisors
Florida
$578K -$12K -71 -2%
MFP
1319
Meridian Financial Partners
Virginia
$578K – – –
MWP
1320
MYCIO Wealth Partners
Pennsylvania
$576K – – –
SAM
1321
Shamrock Asset Management
Texas
$576K +$12.5K +74 +2%
SMG
1322
Spectrum Management Group
Indiana
$576K +$470K +2,782 +444%
LSA
1323
L & S Advisors
California
$575K -$5.58M -32,971 -91%
CP
1324
Cumberland Partners
Ontario, Canada
$574K – – –
CIAS
1325
Capital Investment Advisory Services
North Carolina
$574K +$488K +2,812 +568%
51 52
53
54 55