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Union Pacific
UNP

Overview Fund Activity

2,130 hedge funds and large institutions have $110B invested in Union Pacific in 2020 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 829 increasing their positions, 736 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,130
Holders Change
+128
Holders Change %
+6.39%
% of All Funds
37.79%
Holding in Top 10
72
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.11%
% of All Funds
1.28%
New
254
Increased
829
Reduced
736
Closed
94
Calls
$1.14B
Puts
$1.23B
Net Calls
-$97.3M
Net Calls Change
-$481M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
Deutsche Bank
Deutsche Bank
Germany
+$365M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$159M
4
Ameriprise
Ameriprise
Minnesota
+$134M
5
Franklin Resources
Franklin Resources
California
+$131M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$619M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$497M
3
BlackRock
BlackRock
New York
-$278M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$260M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1576
HHM Wealth Advisors
Tennessee
$492K +$26K +125 +6%
TWM
1577
TriaGen Wealth Management
California
$491K +$491K +2,360 New
IDA
1578
Intelligence Driven Advisers
California
$490K – – –
SP
1579
Successful Portfolios
Florida
$488K – – –
PIM
1580
Perpetual Investment Management
Australia
$487K +$487K +2,362 New
BRWM
1581
B. Riley Wealth Management
Tennessee
$484K – – –
NFG
1582
Next Financial Group
Texas
$483K +$31K +149 +7%
RMAM
1583
Raab & Moskowitz Asset Management
New Jersey
$482K -$62.4K -300 -11%
DIA
1584
Dana Investment Advisors
Wisconsin
$481K -$111K -534 -19%
JSL
1585
JT Stratford LLC
Georgia
$481K +$99.4K +478 +26%
VCM
1586
Versant Capital Management
Arizona
$470K -$40.3K -194 -8%
MAM
1587
McLean Asset Management
Virginia
$470K +$470K +2,255 New
WA
1588
WealthTrust Axiom
Pennsylvania
$468K +$208 +1 +0%
TFA
1589
Trinity Financial Advisors
Ohio
$468K +$468K +2,249 New
WFC
1590
Western Financial Corp
California
$467K +$467K +2,245 New
GCA
1591
Guardian Capital Advisors
Ontario, Canada
$462K -$61.6K -300 -12%
DLCIG
1592
D.L. Carlson Investment Group
New Hampshire
$462K +$3.33K +16 +0.7%
KMWM
1593
Keudell/Morrison Wealth Management
Oregon
$462K +$12.1K +58 +3%
RWM
1594
Reston Wealth Management
Virginia
$462K +$462K +2,218 New
HCMT
1595
Highland Capital Management (Tennessee)
Tennessee
$461K -$1.67M -8,020 -78%
PCP
1596
Proficio Capital Partners
Massachusetts
$460K -$18.8K -90 -4%
CFO
1597
CVA Family Office
Colorado
$459K – – –
MIC
1598
Means Investment Company
Maine
$456K +$415 +2 +0.1%
SMH
1599
Sanders Morris Harris
Texas
$454K – – –
AFC
1600
AFT Forsyth & Company
Florida
$454K – – –
62 63
64
65 66