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Union Pacific
UNP

Overview Fund Activity

1,607 hedge funds and large institutions have $83.8B invested in Union Pacific in 2017 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 521 increasing their positions, 623 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,607
Holders Change
+171
Holders Change %
+11.91%
% of All Funds
36.5%
Holding in Top 10
81
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+84.09%
% of All Funds
1.84%
New
239
Increased
521
Reduced
623
Closed
58
Calls
$10.3B
Puts
$1.97B
Net Calls
+$8.37B
Net Calls Change
+$4.85B

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.33B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.8B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$312M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$289M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$632M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.16B
2
SCP
2
Soroban Capital Partners
New York
$953M
3
Bank of America
3
Bank of America
North Carolina
$2.22B
4
Lazard Asset Management
4
Lazard Asset Management
New York
$426M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
1501
Lenox Wealth Advisors
New York
$97K +$96.7K +720 +36,000%
SMG
1502
Spectrum Management Group
Indiana
$94K – – –
CFG
1503
CKW Financial Group
Hawaii
$94K – – –
WAM
1504
Westport Asset Management
Connecticut
$93K – – –
JFA
1505
JNBA Financial Advisors
Minnesota
$91K -$8.07K -60 -8%
AF
1506
Allworth Financial
California
$91K +$669 +5 +0.7%
PO
1507
Private Ocean
California
$91K +$85.1K +634 +1,441%
MOS
1508
MGO One Seven
Ohio
$91K +$91K +676 New
TFA
1509
Toth Financial Advisory
Virginia
$91K +$91K +677 New
FI
1510
FCM Investments
Texas
$89K – – –
WA
1511
WealthTrust-Arizona
Arizona
$89K – – –
CAPTRUST Financial Advisors
1512
CAPTRUST Financial Advisors
North Carolina
$89K +$75.7K +565 +571%
CA
1513
Crewe Advisors
Utah
$89K +$89K +665 New
BL
1514
Balentine LLC
Georgia
$88K +$5.22K +39 +6%
PCM
1515
Poehling Capital Management
Wisconsin
$86K +$86K +640 New
ATC
1516
Adirondack Trust Company
New York
$85K – – –
WWM
1517
Wagner Wealth Management
South Carolina
$84K +$84K +600 New
CP
1518
Corbenic Partners
Pennsylvania
$83K – – –
CCM
1519
Cribstone Capital Management
Maine
$82K +$13.6K +102 +20%
RPC
1520
Rossmore Private Capital
Connecticut
$80.6K +$80.6K +601 New
LJHT
1521
Laurie J. Hall Trustee
$78K – – –
WPA
1522
West Paces Advisors
Georgia
$74K -$16.1K -120 -18%
FCMT
1523
Founders Capital Management (Texas)
Texas
$74K – – –
VIA
1524
Vantage Investment Advisors
Pennsylvania
$74K +$4.68K +35 +7%
DPA
1525
Delphi Private Advisors
California
$73K – – –
59 60
61
62 63