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Union Pacific
UNP

Overview Fund Activity

1,390 hedge funds and large institutions have $84.1B invested in Union Pacific in 2014 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 465 increasing their positions, 570 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,390
Holders Change
+94
Holders Change %
+7.25%
% of All Funds
37.1%
Holding in Top 10
128
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.4%
% of All Funds
3.42%
New
159
Increased
465
Reduced
570
Closed
49
Calls
$689M
Puts
$1.46B
Net Calls
-$772M
Net Calls Change
-$240M

Top Buyers

1
CG
Carmignac Gestion
France
$361M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$237M
3
State Street
State Street
Massachusetts
$4.61B
4
BC
Brookfield Corp
Ontario, Canada
$158M
5
Wells Fargo
Wells Fargo
California
$1.53B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$4.29B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$531K
3
Citadel Advisors
Citadel Advisors
Florida
$55.4M
4
BA
BlackRock Advisors
Delaware
$803M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1351
WealthTrust-Arizona
Arizona
$33K – – –
VIA
1352
Vantage Investment Advisors
Pennsylvania
$33K – – –
SAM
1353
Shamrock Asset Management
Texas
$31K -$17.4K -145 -36%
NC
1354
NewSquare Capital
Pennsylvania
$31K – – –
PFG
1355
Piershale Financial Group
Illinois
$31K +$121 +1 +0.4%
GXMC
1356
Global X Management Company
New York
$29K +$5.23K +44 +22%
KPCM
1357
Kings Point Capital Management
New York
$27K +$27K +224 New
CCMW
1358
Cypress Capital Management (Wyoming)
Wyoming
$24.8K +$24.8K +208 New
BAM
1359
Brave Asset Management
New Jersey
$24K -$24K -200 -50%
FMP
1360
Financial Management Professionals
Texas
$24K – – –
ARMC
1361
American Research & Management Company
Massachusetts
$24K – – –
LFR
1362
Lehman Financial Resources
Pennsylvania
$24K – – –
GWS
1363
Glassman Wealth Services
Virginia
$24K +$24K +200 New
KA
1364
Klingman & Associates
New York
$23K +$23K +200 New
LWM
1365
Lenox Wealth Management
Ohio
$20K – – –
RIA
1366
Regal Investment Advisors
Michigan
$18K -$20.1K -169 -53%
FWM
1367
Focused Wealth Management
New York
$18K – – –
CAW
1368
Cornerstone Advisors (Washington)
Washington
$16K +$4.76K +39 +42%
AC
1369
Alexandria Capital
Virginia
$14K +$347 +3 +3%
MFS
1370
McNamara Financial Services
Massachusetts
$12K +$12K +100 New
HIM
1371
Hutchens Investment Management
New Hampshire
$12K +$12K +100 New
JIR
1372
James Investment Research
Ohio
$11K – – –
BRWA
1373
B. Riley Wealth Advisors
Florida
$9.45K +$4.17K +7,195 +79%
WF
1374
WealthTrust Fairport
Ohio
$8K -$7.27K -60 -48%
JWA
1375
JFS Wealth Advisors
Pennsylvania
$8K +$8K +66 New
53 54
55
56 57