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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 %
AEPG
1526
American Economic Planning Group
New Jersey
$247K -$6.22K -45 -2%
AWA
1527
Acorn Wealth Advisors
Michigan
$247K -$1.64K -11 -0.7%
LFA
1528
Legacy Financial Advisors
Kentucky
$246K -$21.5K -156 -8%
PWM
1529
Paulson Wealth Management
Illinois
$244K +$244K +1,571 New
SWK
1530
Stephen W. Kidder
$242K -$200K -1,443 -45%
TW
1531
Transform Wealth
Colorado
$242K +$7.59K +55 +3%
TC
1532
Telemus Capital
Michigan
$242K +$242K +1,754 New
AF
1533
Affiance Financial
Minnesota
$241K – – –
SC
1534
Searle & Co
Connecticut
$240K – – –
CAC
1535
Certified Advisory Corp
Florida
$238K -$967 -7 -0.4%
LC
1536
LCNB Corp
Ohio
$238K – – –
LC
1537
Lindbrook Capital
California
$238K +$238K +1,729 New
HWA
1538
HHM Wealth Advisors
Tennessee
$237K +$237K +1,715 New
FAM
1539
Fenimore Asset Management
New York
$236K – – –
GRP
1540
Global Retirement Partners
California
$236K +$7.73K +56 +3%
EA
1541
Evanston Advisors
Illinois
$235K – – –
SFA
1542
Sequoia Financial Advisors
Ohio
$235K +$40.3K +292 +21%
BWCS
1543
Beirne Wealth Consulting Services
Connecticut
$235K +$235K +1,697 New
JWA
1544
JFS Wealth Advisors
Pennsylvania
$234K -$3.6K -26 -2%
EFSCE
1545
Enterprise Financial Services Corp (EFSC)
Missouri
$234K +$2.76K +20 +1%
BONST
1546
Bank of Nova Scotia Trust
Ontario, Canada
$233K -$14.1K -102 -6%
NAM
1547
NTV Asset Management
West Virginia
$233K – – –
FCIM
1548
Fairview Capital Investment Management
California
$233K – – –
MCM
1549
McMillion Capital Management
North Carolina
$233K – – –
CCM
1550
Carlson Capital Management
Minnesota
$233K – – –
60 61
62
63 64