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Union Pacific
UNP

Overview Fund Activity

2,183 hedge funds and large institutions have $115B invested in Union Pacific in 2021 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 921 increasing their positions, 744 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,183
Holders Change
+53
Holders Change %
+2.49%
% of All Funds
38.44%
Holding in Top 10
84
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+16.67%
% of All Funds
1.48%
New
171
Increased
921
Reduced
744
Closed
96
Calls
$1.2B
Puts
$1.02B
Net Calls
+$180M
Net Calls Change
+$278M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$783M
2
Bank of America
Bank of America
North Carolina
+$275M
3
N
Natixis
France
+$204M
4
BlackRock
BlackRock
New York
+$160M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$143M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$264M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$227M
4
Citadel Advisors
Citadel Advisors
Florida
-$192M
5
Capital International Investors
Capital International Investors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAAG
1576
Wealth Alliance Advisory Group
Kansas
$560K +$32.6K +148 +6%
AA
1577
Apriem Advisors
California
$559K – – –
TCM
1578
Traynor Capital Management
Pennsylvania
$558K +$1.98K +9 +0.4%
CCM
1579
Carlson Capital Management
Minnesota
$557K -$43.5K -197 -7%
IA
1580
IFG Advisory
Georgia
$555K -$40.3K -183 -7%
TIM
1581
Tortoise Investment Management
New York
$554K – – –
MFS
1582
Mirabella Financial Services
United Kingdom
$554K +$554K +2,515 New
SWA
1583
SFMG Wealth Advisors
Texas
$553K +$3.97K +18 +0.7%
MIM
1584
Montgomery Investment Management
Maryland
$551K – – –
CRCM
1585
Corbett Road Capital Management
Virginia
$550K -$60.1K -273 -10%
BWM
1586
BerganKDV Wealth Management
Minnesota
$549K -$3.09K -14 -0.6%
CCA
1587
Childress Capital Advisors
Texas
$546K +$219K +993 +67%
WI
1588
WrapManager Inc
California
$546K +$230K +1,042 +73%
VAM
1589
Verity Asset Management
North Carolina
$541K -$9.92K -45 -2%
WRM
1590
Weybosset Research & Management
Rhode Island
$540K – – –
DIA
1591
Dana Investment Advisors
Wisconsin
$540K +$30K +136 +6%
HCMG
1592
Howard Capital Management Group
California
$540K +$540K +2,451 New
ISWM
1593
Independent Solutions Wealth Management
New York
$539K -$309K -1,404 -36%
JSL
1594
JT Stratford LLC
Georgia
$534K +$24K +109 +5%
KA
1595
Kovack Advisors
Florida
$534K +$87.3K +396 +20%
LWMG
1596
Levy Wealth Management Group
Pennsylvania
$532K – – –
SHGA
1597
Sand Hill Global Advisors
California
$531K -$49.6K -225 -9%
CG
1598
CFO4Life Group
Texas
$529K +$1.76K +8 +0.3%
SSWG
1599
Seven Springs Wealth Group
Tennessee
$528K -$3.75K -17 -0.7%
PCH
1600
PGIM Custom Harvest
New Jersey
$528K +$413K +1,872 +358%
62 63
64
65 66