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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 %
WA
1376
Wealth Alliance
New York
$433K +$433K +3,067 New
LB
1377
Legacy Bridge
Iowa
$432K -$338K -2,397 -44%
SCM
1378
Stonebridge Capital Management
California
$432K +$137K +975 +47%
IEFM
1379
IQ EQ Fund Management
Ireland
$431K +$13.8K +98 +3%
WWM
1380
Western Wealth Management
Colorado
$428K +$74.3K +530 +21%
FWM
1381
Fairhaven Wealth Management
Illinois
$427K +$63.8K +453 +18%
KA
1382
Kovack Advisors
Florida
$426K -$12.1K -86 -3%
SDWIA
1383
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$425K – – –
SIC
1384
Salem Investment Counselors
North Carolina
$424K -$28.1K -199 -6%
CIA
1385
CSat Investment Advisory
Michigan
$424K +$159K +1,124 +60%
AIL
1386
AGF Investments LLC
Ontario, Canada
$423K -$135K -960 -24%
AIM
1387
Axiom Investment Management
New York
$423K -$8.18K -58 -2%
AIP
1388
Almanack Investment Partners
Pennsylvania
$423K +$137K +970 +48%
TAM
1389
Trillium Asset Management
Massachusetts
$422K – – –
TI
1390
Tidal Investments
Wisconsin
$422K +$159K +1,127 +60%
BBA
1391
BLB&B Advisors
Pennsylvania
$421K -$60.1K -426 -12%
NVIM
1392
New Vernon Investment Management
Illinois
$421K – – –
HL
1393
HeadInvest LLC
Maine
$420K -$13.5K -96 -3%
EWM
1394
Empirical Wealth Management
Washington
$419K -$80.1K -568 -16%
PFG
1395
PAX Financial Group
Texas
$419K +$3.59K +23 +0.9%
IA
1396
IFG Advisors
Missouri
$418K -$3.39K -24 -0.8%
DWA
1397
Dougherty Wealth Advisers
Minnesota
$418K – – –
PWPS
1398
Pinnacle Wealth Planning Services
Ohio
$417K +$148K +1,056 +55%
AWS
1399
Arkfeld Wealth Strategies
Nebraska
$416K -$14K -99 -3%
OPA
1400
Old Port Advisors
Maine
$415K +$43.2K +306 +12%
54 55
56
57 58