UNP icon

Union Pacific
UNP

Overview Fund Activity

1,845 hedge funds and large institutions have $76.7B invested in Union Pacific in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 629 increasing their positions, 847 reducing their positions, and 219 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
-150
Holders Change %
-7.52%
% of All Funds
40.76%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.39%
New
103
Increased
629
Reduced
847
Closed
219
Calls
$859M
Puts
$694M
Net Calls
+$165M
Net Calls Change
-$238M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$491M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$393M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$268M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$214M
5
Ameriprise
Ameriprise
Minnesota
+$186M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$584M
2
Capital World Investors
Capital World Investors
California
-$429M
3
Morgan Stanley
Morgan Stanley
New York
-$363M
4
JFA
Johanson Financial Advisors
California
-$344M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPPG
1326
New England Professional Planning Group
Rhode Island
$485K -$26.9K -174 -5%
CIAS
1327
Capital Investment Advisory Services
North Carolina
$483K +$4.23K +30 +0.9%
WCM
1328
Windward Capital Management
California
$481K -$39K -276 -7%
AC
1329
Alexandria Capital
Virginia
$481K +$50.4K +357 +12%
GC
1330
Grace Capital
Massachusetts
$480K -$127K -900 -21%
TAM
1331
Tradition Asset Management
Virginia
$479K +$423 +3 +0.1%
FAG
1332
Financial Advisory Group
Texas
$477K -$31.7K -225 -6%
FFBTD
1333
First Financial Bank - Trust Division
Ohio
$477K +$2.54K +18 +0.5%
AB
1334
Atlas Brown
Kentucky
$476K -$706 -5 -0.1%
CW
1335
CreativeOne Wealth
Kansas
$475K +$5.08K +36 +1%
GLR
1336
Great Lakes Retirement
Ohio
$474K -$63.6K -444 -12%
AMG
1337
Advisors Management Group
Wisconsin
$474K – – –
MPIA
1338
Mountain Pacific Investment Advisers
Idaho
$474K +$152K +1,080 +47%
VST
1339
Van Strum & Towne
California
$469K – – –
HCA
1340
Heck Capital Advisors
Wisconsin
$468K -$14.1K -100 -3%
FFN
1341
Focus Financial Network
Minnesota
$468K +$28.5K +202 +6%
RW
1342
REDW Wealth
New Mexico
$467K +$4.94K +35 +1%
WCA
1343
Waratah Capital Advisors
Ontario, Canada
$467K +$467K +3,312 New
WRM
1344
Weybosset Research & Management
Rhode Island
$466K -$27K -200 -5%
MFW
1345
Meristem Family Wealth
Minnesota
$465K -$4.23K -30 -0.9%
WIC
1346
Whitegate Investment Counselors
New Hampshire
$464K -$11.3K -80 -2%
EWP
1347
Engrave Wealth Partners
Texas
$464K – – –
CBA
1348
Coastal Bridge Advisors
Connecticut
$463K +$10K +71 +2%
CAG
1349
Crestwood Advisors Group
Massachusetts
$462K -$92.9K -659 -17%
PTB
1350
Pioneer Trust Bank
Oregon
$461K +$3.8K +27 +0.8%
52 53
54
55 56