UNP icon

Union Pacific
UNP

Overview Fund Activity

1,770 hedge funds and large institutions have $79.2B invested in Union Pacific in 2018 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 581 increasing their positions, 706 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,770
Holders Change
+91
Holders Change %
+5.42%
% of All Funds
39.5%
Holding in Top 10
76
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.28%
% of All Funds
1.7%
New
224
Increased
581
Reduced
706
Closed
115
Calls
$1.53B
Puts
$836M
Net Calls
+$695M
Net Calls Change
-$489M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$581M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$361M
3
Bank of America
Bank of America
North Carolina
+$277M
4
Boston Partners
Boston Partners
Massachusetts
+$223M
5
CBOA
Commonwealth Bank of Australia
Australia
+$179M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$803M
2
Morgan Stanley
Morgan Stanley
New York
-$533M
3
LPC
Lone Pine Capital
Connecticut
-$525M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$316M
5
Capital International Investors
Capital International Investors
California
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
NVIM
1351
New Vernon Investment Management
Illinois
$413K -$277K -2,000 -40%
IBOK
1352
Independence Bank of Kentucky
Kentucky
$411K -$1.38K -10 -0.3%
AFP
1353
Ausdal Financial Partners
Iowa
$409K -$119K -862 -23%
SW
1354
SlateStone Wealth
Florida
$408K +$408K +2,955 New
TAM
1355
Trillium Asset Management
Massachusetts
$407K -$77.2K -558 -16%
TL
1356
TrueWealth LLC
Georgia
$407K – – –
USGIU
1357
U.S. Global Investors (USGI)
Texas
$407K +$15.6K +113 +4%
SIM
1358
SSI Investment Management
California
$406K -$1.52K -11 -0.4%
SIC
1359
Salem Investment Counselors
North Carolina
$405K -$2.21K -16 -0.5%
AAMU
1360
Amundi Asset Management US
Massachusetts
$405K +$38.7K +279,724 +11%
TSS
1361
Thomas Story & Son
Indiana
$404K – – –
SVWA
1362
Sound View Wealth Advisors
Georgia
$400K +$400K +2,892 New
KC
1363
Kingfisher Capital
North Carolina
$399K -$8.43K -61 -2%
SFWC
1364
Strategic Family Wealth Counselors
New Jersey
$399K +$399K +2,890 New
KPW
1365
Kore Private Wealth
New York
$398K +$398K +2,881 New
TF
1366
Tompkins Financial
New York
$396K -$44.6K -323 -10%
VC
1367
Vicus Capital
Pennsylvania
$396K +$5.94K +43 +2%
BPWA
1368
Beacon Pointe Wealth Advisors
California
$392K +$392K +2,840 New
PFGIA
1369
Patriot Financial Group Insurance Agency
Massachusetts
$390K +$369K +2,670 +1,780%
GLLW
1370
Graves Light Lenhart Wealth
Virginia
$388K +$388K +2,806 New
CCM
1371
Coldstream Capital Management
Washington
$387K -$32.2K -233 -8%
CYG
1372
Clean Yield Group
Vermont
$387K – – –
GC
1373
Garde Capital
Washington
$387K – – –
MMHP
1374
Murphy Middleton Hinkle & Parker
Georgia
$386K – – –
TNAM
1375
Terra Nova Asset Management
New York
$385K – – –
53 54
55
56 57