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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 %
FMTC
1551
Farmers & Merchants Trust Company
California
$284K – – –
ADL
1552
Asset Dedication LLC
California
$284K +$119K +840 +72%
ATWA
1553
Arbor Trust Wealth Advisors
Michigan
$283K -$9.59K -68 -3%
FPS
1554
Fieldpoint Private Securities
Connecticut
$283K +$14.7K +104 +5%
FEM
1555
Fulcrum Equity Management
Texas
$282K -$55.6K -394 -16%
FTC
1556
Farmers Trust Company
Ohio
$282K -$28.2K -200 -9%
RVPG
1557
Relative Value Partners Group
$282K – – –
ACM
1558
Armbruster Capital Management
New York
$282K – – –
ARTA
1559
A.R.T. Advisors
New York
$282K +$282K +2,000 New
DCM
1560
Donaldson Capital Management
Indiana
$281K +$36.3K +258 +15%
NPT
1561
Nixon Peabody Trust
Massachusetts
$280K -$42.3K -300 -13%
Pacer Advisors
1562
Pacer Advisors
Pennsylvania
$279K +$65.1K +435 +30%
NED
1563
Nancy E. Dempze
$278K -$26K -185 -9%
SAM
1564
Secure Asset Management
Michigan
$276K -$5.22K -37 -2%
CYG
1565
Clean Yield Group
Vermont
$275K -$21.2K -150 -7%
KFI
1566
Key Financial Inc
Pennsylvania
$275K -$1.69K -12 -0.6%
LDFR
1567
Lehman & Derafelo Financial Resources
Pennsylvania
$274K – – –
MG
1568
Mather Group
Illinois
$274K +$27.9K +198 +11%
PPP
1569
Private Portfolio Partners
New Jersey
$272K +$706 +5 +0.3%
DAM
1570
Delta Asset Management
Tennessee
$271K +$63.5K +450 +31%
BWP
1571
BSW Wealth Partners
Colorado
$267K +$267K +1,894 New
SPL
1572
Smart Portfolios LLC
Washington
$266K – – –
AFP
1573
Ausdal Financial Partners
Iowa
$266K +$2.49K +17 +0.9%
PCP
1574
Proficio Capital Partners
Massachusetts
$266K +$132K +1,097 +98%
PP
1575
Pacifica Partners
Canada
$262K -$73.2K -503 -22%
61 62
63
64 65