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Union Pacific
UNP

Overview Fund Activity

1,845 hedge funds and large institutions have $76.7B invested in Union Pacific in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 629 increasing their positions, 847 reducing their positions, and 219 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
-150
Holders Change %
-7.52%
% of All Funds
40.76%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.39%
New
103
Increased
629
Reduced
847
Closed
219
Calls
$859M
Puts
$694M
Net Calls
+$165M
Net Calls Change
-$238M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$491M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$393M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$268M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$214M
5
Ameriprise
Ameriprise
Minnesota
+$186M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$584M
2
Capital World Investors
Capital World Investors
California
-$429M
3
Morgan Stanley
Morgan Stanley
New York
-$363M
4
JFA
Johanson Financial Advisors
California
-$344M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPWM
1526
Highland Private Wealth Management
Washington
$310K -$17.6K -125 -5%
CLOS
1527
Compagnie Lombard Odier SCmA
Switzerland
$310K +$28.2K +200 +10%
DHFB
1528
Dixon Hubard Feinour & Brown
Virginia
$309K – – –
TCM
1529
Traynor Capital Management
Pennsylvania
$308K -$59.9K -425 -16%
NFG
1530
Next Financial Group
Texas
$308K +$1.13K +8 +0.4%
EWM
1531
Evermay Wealth Management
Virginia
$307K – – –
SFM
1532
Signet Financial Management
New Jersey
$307K +$307K +1,996 New
SFWC
1533
Strategic Family Wealth Counselors
New Jersey
$306K -$89.9K -637 -23%
NIA
1534
Northstar Investment Advisors
Colorado
$306K – – –
DA
1535
Detalus Advisors
Missouri
$306K +$845 +6 +0.3%
FFG
1536
Ford Financial Group
California
$304K -$1.97K -14 -0.6%
DLCIG
1537
D.L. Carlson Investment Group
New Hampshire
$303K – – –
SVWAG
1538
Sound View Wealth Advisors Group
Georgia
$301K -$30.2K -214 -9%
UWPG
1539
Ullmann Wealth Partners Group
Florida
$299K – – –
BG
1540
Berry Group
Massachusetts
$296K -$297K -2,103 -50%
SWG
1541
Summit Wealth Group
Vermont
$296K – – –
FWM
1542
Focused Wealth Management
New York
$296K – – –
DI
1543
Diligent Investors
California
$290K +$565 +4 +0.2%
JAFL
1544
Jay A. Fishman Ltd
Michigan
$290K – – –
FLII
1545
First Long Island Investors
New York
$289K – – –
SWK
1546
Stephen W. Kidder
$288K -$52.9K -374 -16%
GA
1547
Greenhaven Associates
New York
$287K – – –
SIAS
1548
Shine Investment Advisory Services
Colorado
$286K -$28.2K -200 -9%
LA
1549
LVW Advisors
New York
$286K +$44K +312 +18%
IIA
1550
ICW Investment Advisors
Arizona
$286K +$80.2K +568 +39%
60 61
62
63 64