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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 %
THWM
1576
Taylor Hoffman Wealth Management
Virginia
$26K – – –
NSB
1577
Norway Savings Bank
Maine
$25K -$6.83K -50 -21%
AWMS
1578
Advocacy Wealth Management Services
Georgia
$25K – – –
AC
1579
Avestar Capital
New York
$25K +$5.78K +43 +30%
PWAG
1580
Polaris Wealth Advisory Group
California
$24K -$23.7M -177,784 -100%
PW
1581
Price Wealth
Texas
$23K -$23K -171 -50%
CCMW
1582
Cypress Capital Management (Wyoming)
Wyoming
$23K – – –
KC
1583
KHP Capital
Oklahoma
$22K +$22K +164 New
BWL
1584
Bogart Wealth LLC
Virginia
$20K – – –
MCWS
1585
McKinley Carter Wealth Services
West Virginia
$19K +$19K +140 New
OFW
1586
Omnia Family Wealth
Florida
$18K – – –
KLWA
1587
Kelly Lawrence W & Associates
California
$17K – – –
WCM
1588
Whitener Capital Management
North Carolina
$17K +$1.85K +14 +12%
SQA
1589
Simon Quick Advisors
New Jersey
$17K +$3.16K +24 +23%
CAGAS
1590
Capital Advisory Group Advisory Services
Minnesota
$17K +$17K +126 New
PFGIA
1591
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
TC
1592
Trilogy Capital
California
$15K +$15K +114 New
PFO
1593
Pathstone Family Office
New Jersey
$14K +$12.4K +92 +767%
ICOM
1594
Investment Counselors of Maryland
Maryland
$13K – – –
AWM
1595
AllSquare Wealth Management
New York
$13K – – –
RBC
1596
Roble Belko & Company
Pennsylvania
$13K – – –
MWM
1597
MinichMacGregor Wealth Management
New York
$13K – – –
SFA
1598
Spectrum Financial Alliance
Kentucky
$11K +$11K +84 New
MIFH
1599
Migdal Insurance & Financial Holdings
Israel
$10K +$10K +76 New
Nomura Holdings
1600
Nomura Holdings
Japan
$9.53K -$8.12K -61,898 -46%
62 63
64
65 66