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Union Pacific
UNP

Overview Fund Activity

1,624 hedge funds and large institutions have $83.1B invested in Union Pacific in 2018 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 511 increasing their positions, 748 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,624
Holders Change
+17
Holders Change %
+1.06%
% of All Funds
37.27%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
1.88%
New
121
Increased
511
Reduced
748
Closed
88
Calls
$2.52B
Puts
$1.29B
Net Calls
+$1.23B
Net Calls Change
-$7.13B

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$439M
2
Capital World Investors
Capital World Investors
California
+$330M
3
SCP
Soroban Capital Partners
New York
+$309M
4
Charles Schwab
Charles Schwab
California
+$275M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$267M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$652M
2
Lazard Asset Management
Lazard Asset Management
New York
-$391M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$281M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$216M
5
State Street
State Street
Massachusetts
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
1401
IHT Wealth Management
Illinois
$260K -$8.78K -66 -3%
MGIA
1402
Moneta Group Investment Advisors
Missouri
$259K +$229K +1,707 +772%
LFA
1403
Legacy Financial Advisors
Kentucky
$258K -$390 -3 -0.2%
SS
1404
Sunbelt Securities
Texas
$258K +$39.7K +295 +18%
GRQ
1405
Gardner Russo & Quinn
Pennsylvania
$257K -$67.3K -500 -21%
NFG
1406
Nadler Financial Group
Illinois
$255K – – –
LWM
1407
Lyell Wealth Management
California
$255K +$255K +1,894 New
CDH
1408
Charles D. Hyman
$255K +$255K +1,900 New
CAW
1409
Cornerstone Advisors (Washington)
Washington
$254K -$7.13K -53 -3%
SAMC
1410
Spectrum Asset Management (California)
California
$254K – – –
MIM
1411
Macroview Investment Management
Maryland
$254K +$254K +1,886 New
LDB
1412
Lee, Danner & Bass
Tennessee
$253K – – –
AEPG
1413
American Economic Planning Group
New Jersey
$253K +$16.2K +120 +7%
GHAM
1414
Gilman Hill Asset Management
Connecticut
$251K -$44.3K -330 -15%
SWM
1415
SVA Wealth Management
Wisconsin
$247K – – –
GRP
1416
Global Retirement Partners
California
$246K -$6.72K -50 -3%
PAS
1417
Partnervest Advisory Services
California
$246K +$9.68K +72 +4%
GLI
1418
Guardian Life Insurance
New York
$243K -$105K -781 -30%
Verition Fund Management
1419
Verition Fund Management
Connecticut
$243K +$243K +1,809 New
EGA
1420
E&G Advisors
Texas
$242K -$175K -1,300 -42%
TAM
1421
Trillium Asset Management
Massachusetts
$242K -$21.5K -160 -8%
Members Trust
1422
Members Trust
Florida
$241K -$80.8K -602 -25%
CA
1423
Capital Advantage
California
$241K -$13.4K -100 -5%
FPCM
1424
Financial Partners Capital Management
New York
$241K – – –
PM
1425
Parametrica Management
Hong Kong
$241K +$241K +1,790 New
55 56
57
58 59