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Union Pacific
UNP

Overview Fund Activity

2,154 hedge funds and large institutions have $98B invested in Union Pacific in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 939 increasing their positions, 724 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,154
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
37.83%
Holding in Top 10
45
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-26.23%
% of All Funds
0.79%
New
128
Increased
939
Reduced
724
Closed
123
Calls
$1.19B
Puts
$1.46B
Net Calls
-$265M
Net Calls Change
-$629M

Top Buyers

1
SCP
Soroban Capital Partners
New York
+$350M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$245M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$243M
4
Franklin Resources
Franklin Resources
California
+$193M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$104M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.11B
2
Jennison Associates
Jennison Associates
New York
-$614M
3
DZ Bank
DZ Bank
Germany
-$592M
4
BlackRock
BlackRock
New York
-$343M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
1476
Balasa Dinverno & Foltz
$645K -$2.55K -13 -0.4%
SCM
1477
Stonebridge Capital Management
California
$645K +$23.5K +120 +4%
SWA
1478
Stratos Wealth Advisors
Ohio
$644K -$491K -2,505 -43%
WIC
1479
Whitegate Investment Counselors
New Hampshire
$643K – – –
NP
1480
NorthRock Partners
Minnesota
$639K +$264K +1,310 +71%
PTB
1481
Pioneer Trust Bank
Oregon
$631K -$4.9K -25 -0.8%
MA
1482
MONECO Advisors
Connecticut
$631K +$51.6K +263 +9%
CBA
1483
Coastal Bridge Advisors
Connecticut
$630K – – –
EWP
1484
Engrave Wealth Partners
Texas
$627K – – –
IIC
1485
Ironwood Investment Counsel
Arizona
$624K – – –
NEPPG
1486
New England Professional Planning Group
Rhode Island
$623K – – –
BMA
1487
Brooks Moore & Associates
Tennessee
$622K -$29.4K -150 -5%
CPSC
1488
Carl P. Sherr & Co
Massachusetts
$621K – – –
BMCM
1489
Burns Matteson Capital Management
New York
$621K +$2.55K +13 +0.4%
AWAG
1490
ARS Wealth Advisors Group
Florida
$618K +$618K +3,153 New
AIP
1491
Almanack Investment Partners
Pennsylvania
$616K +$18.8K +96 +3%
PI
1492
Parkside Investments
Illinois
$615K -$756K -3,860 -55%
PFG
1493
PAX Financial Group
Texas
$614K -$136K -696 -18%
BL
1494
BFSG LLC
California
$614K +$614K +3,133 New
BMM
1495
Buffington Mohr McNeal
Idaho
$611K -$159K -810 -21%
SSWG
1496
Seven Springs Wealth Group
Tennessee
$609K – – –
WP
1497
WealthShield Partners
North Carolina
$608K -$687K -3,504 -53%
SIC
1498
Salem Investment Counselors
North Carolina
$607K – – –
BWM
1499
BNC Wealth Management
Oregon
$604K -$2.94K -15 -0.5%
AFS
1500
Annapolis Financial Services
Maryland
$604K – – –
58 59
60
61 62