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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 %
CP
1451
Cumberland Partners
Ontario, Canada
$372K – – –
ODCM
1452
Old Dominion Capital Management
Virginia
$371K -$27.5K -195 -7%
NHC
1453
Nicholas Hoffman & Company
Georgia
$371K +$47.5K +337 +15%
QAM
1454
QCI Asset Management
New York
$370K +$4.23K +30 +1%
TAIM
1455
TD Ameritrade Investment Management
Nebraska
$369K -$37.7K -267 -9%
EWM
1456
Edge Wealth Management
New York
$369K – – –
VWM
1457
Valley Wealth Managers
New Jersey
$368K -$33.9K -240 -8%
AFIA
1458
America First Investment Advisors
Nebraska
$368K – – –
ICM
1459
IMS Capital Management
Oregon
$368K – – –
MFG
1460
MidWestOne Financial Group
Iowa
$368K +$15.6K +111 +4%
IWA
1461
Intercontinental Wealth Advisors
Texas
$368K +$321K +2,280 +691%
VWM
1462
Venturi Wealth Management
Texas
$368K +$368K +2,607 New
MIM
1463
Montgomery Investment Management
Maryland
$367K – – –
ACA
1464
Ackerman Capital Advisors
Texas
$367K – – –
AA
1465
Apriem Advisors
California
$366K – – –
CCM
1466
Carlson Capital Management
Minnesota
$361K -$3.9K -25 -1%
LHC
1467
Little House Capital
Massachusetts
$360K -$103K -727 -22%
AssetMark Inc
1468
AssetMark Inc
California
$359K -$65K -461 -15%
FA
1469
Financial Advisors
Massachusetts
$359K – – –
JIM
1470
Jupiter Investment Management
United Kingdom
$354K -$732K -5,190 -67%
TFS
1471
TrustCore Financial Services
Tennessee
$354K -$14.1K -100 -4%
TIM
1472
Tortoise Investment Management
New York
$354K – – –
MSAM
1473
Moloney Securities Asset Management
Missouri
$353K -$412K -2,920 -54%
DR
1474
Davis Rea
Ontario, Canada
$353K – – –
BPA
1475
Beacon Pointe Advisors
California
$350K +$350K +2,482 New
57 58
59
60 61