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Union Pacific
UNP

Overview Fund Activity

1,770 hedge funds and large institutions have $79.2B invested in Union Pacific in 2018 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 581 increasing their positions, 706 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,770
Holders Change
+91
Holders Change %
+5.42%
% of All Funds
39.5%
Holding in Top 10
76
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.28%
% of All Funds
1.7%
New
224
Increased
581
Reduced
706
Closed
115
Calls
$1.53B
Puts
$836M
Net Calls
+$695M
Net Calls Change
-$489M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$581M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$361M
3
Bank of America
Bank of America
North Carolina
+$277M
4
Boston Partners
Boston Partners
Massachusetts
+$223M
5
CBOA
Commonwealth Bank of Australia
Australia
+$179M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$803M
2
Morgan Stanley
Morgan Stanley
New York
-$533M
3
LPC
Lone Pine Capital
Connecticut
-$525M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$316M
5
Capital International Investors
Capital International Investors
California
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1501
SVA Wealth Management
Wisconsin
$269K -$31.2K -225 -10%
SP
1502
Successful Portfolios
Florida
$269K -$138 -1 -0.1%
FEM
1503
Fulcrum Equity Management
Texas
$269K +$269K +1,944 New
C
1504
Cerebellum
California
$267K +$106K +769 +66%
GRQ
1505
Gardner Russo & Quinn
Pennsylvania
$264K – – –
GAM
1506
Grandview Asset Management
Pennsylvania
$264K +$264K +1,912 New
SAMC
1507
Spectrum Asset Management (California)
California
$263K – – –
NFG
1508
Nadler Financial Group
Illinois
$263K +$415 +3 +0.2%
DTL
1509
Dynamic Technology Lab
Singapore
$263K +$263K +1,900 New
PAS
1510
Partnervest Advisory Services
California
$262K -$100K -726 -28%
LWM
1511
Lyell Wealth Management
California
$262K – – –
LA
1512
Lau Associates
Delaware
$260K +$260K +1,880 New
BWM
1513
BT Wealth Management
Georgia
$259K +$259K +1,526 New
FPFS
1514
First Personal Financial Services
North Carolina
$258K +$45.6K +330 +21%
AW
1515
Alpha Windward
Massachusetts
$256K -$23.4K -169 -8%
AP
1516
Atwood & Palmer
Missouri
$256K – – –
MIM
1517
Macroview Investment Management
Maryland
$255K – – –
TAM
1518
Taurus Asset Management
New York
$254K -$20.8K -150 -8%
PWP
1519
Principle Wealth Partners
Connecticut
$254K +$254K +1,840 New
MOS
1520
MGO One Seven
Ohio
$253K -$41.9K -304 -14%
AWM
1521
Aries Wealth Management
Maine
$253K -$7.76K -56 -3%
W
1522
Wealthquest
Ohio
$253K +$253K +1,837 New
CBFP
1523
Cedar Brook Financial Partners
Ohio
$252K +$252K +1,825 New
HR
1524
Hardy Reed
Mississippi
$249K +$249K +1,804 New
FPCM
1525
Financial Partners Capital Management
New York
$248K – – –
59 60
61
62 63