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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 %
EWA
1476
Exencial Wealth Advisors
Oklahoma
$349K -$1.27K -9 -0.4%
DBG
1477
De Burlo Group
Massachusetts
$348K -$2.05M -14,550 -86%
CCM
1478
Carderock Capital Management
Maryland
$348K -$3.53K -25 -1%
BWM
1479
BerganKDV Wealth Management
Minnesota
$348K +$1.97K +14 +0.6%
FC
1480
Ferris Capital
Massachusetts
$348K +$348K +2,465 New
LWS
1481
Lucia Wealth Services
California
$347K -$249K -1,763 -42%
GW
1482
GW & Wade
Massachusetts
$346K -$72.4K -514 -17%
BL
1483
BFSG LLC
California
$346K – – –
HS
1484
Haafor (Singapore)
Singapore
$346K +$31.2K +221 +10%
MCA
1485
Magnolia Capital Advisors
Mississippi
$345K -$16.4K -116 -5%
GCA
1486
Guardian Capital Advisors
Ontario, Canada
$340K – – –
WI
1487
Wintrust Investments
Illinois
$338K – – –
TCM
1488
Tufton Capital Management
Maryland
$338K – – –
FFIC
1489
First Fiduciary Investment Counsel
Ohio
$338K – – –
SSWG
1490
Seven Springs Wealth Group
Tennessee
$338K – – –
IDA
1491
Intelligence Driven Advisers
California
$336K -$169K -1,201 -34%
SFG
1492
StrategIQ Financial Group
Indiana
$336K +$2.26K +16 +0.7%
SFSG
1493
Sound Financial Strategies Group
Mississippi
$335K -$595K -4,215 -64%
PVWM
1494
Point View Wealth Management
New Jersey
$335K – – –
MIC
1495
Means Investment Company
Maine
$335K +$295 +2 +0.1%
CAC
1496
Certified Advisory Corp
Florida
$335K +$706 +5 +0.2%
HIC
1497
Harvey Investment Company
Kentucky
$333K – – –
GIA
1498
Granite Investment Advisors
New Hampshire
$332K -$7.05K -50 -2%
BCM
1499
Brooktree Capital Management
Michigan
$331K -$47K -333 -12%
GC
1500
Guardian Capital
Ontario, Canada
$331K +$21.1K +150 +7%
58 59
60
61 62