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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 %
GEA
1501
Glen Eagle Advisors
New Jersey
$143K -$30.1K -224 -17%
FC
1502
Ferris Capital
Massachusetts
$139K +$139K +1,031 New
MSFP
1503
Mark Sheptoff Financial Planning
Connecticut
$137K – – –
WOC
1504
West Oak Capital
California
$134K – – –
CWM
1505
Catamount Wealth Management
Connecticut
$134K – – –
HFP
1506
Holistic Financial Partners
Indiana
$132K -$1.35K -10 -1%
CFG
1507
CKW Financial Group
Hawaii
$126K +$33.2K +250 +36%
NPP
1508
New Potomac Partners
Maryland
$124K – – –
Group One Trading
1509
Group One Trading
Illinois
$123K -$2.07M -15,343 -94%
BCI
1510
Brinker Capital Investments
Pennsylvania
$118K – – –
WAM
1511
Westport Asset Management
Connecticut
$108K – – –
AIM
1512
Acropolis Investment Management
Missouri
$108K – – –
MOS
1513
MGO One Seven
Ohio
$107K +$16.2K +121 +18%
AIM
1514
Advantage Investment Management
Iowa
$106K -$4.84K -36 -4%
ACA
1515
Atlas Capital Advisors
Wyoming
$106K +$106K +788 New
KA
1516
Kaizen Advisory
Illinois
$102K – – –
PCM
1517
Poehling Capital Management
Wisconsin
$97K +$10.8K +80 +13%
CBT
1518
Capital Bank & Trust
California
$96K -$315K -2,347 -77%
TFA
1519
Toth Financial Advisory
Virginia
$91K – – –
WA
1520
WealthTrust-Arizona
Arizona
$89K – – –
CA
1521
Crewe Advisors
Utah
$89K – – –
JFA
1522
JNBA Financial Advisors
Minnesota
$88K -$3.1K -23 -3%
GAM
1523
Gemmer Asset Management
California
$87K -$13.4K -100 -13%
DBT
1524
Dubuque Bank & Trust
Iowa
$86K -$14K -104 -14%
JA
1525
JOYN Advisors
Georgia
$85K +$85K +630 New
59 60
61
62 63