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Union Pacific
UNP

Overview Fund Activity

2,154 hedge funds and large institutions have $98B invested in Union Pacific in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 939 increasing their positions, 724 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,154
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
37.83%
Holding in Top 10
45
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-26.23%
% of All Funds
0.79%
New
128
Increased
939
Reduced
724
Closed
123
Calls
$1.19B
Puts
$1.46B
Net Calls
-$265M
Net Calls Change
-$629M

Top Buyers

1
SCP
Soroban Capital Partners
New York
+$350M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$245M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$243M
4
Franklin Resources
Franklin Resources
California
+$193M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$104M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.11B
2
Jennison Associates
Jennison Associates
New York
-$614M
3
DZ Bank
DZ Bank
Germany
-$592M
4
BlackRock
BlackRock
New York
-$343M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1576
Financial Advisors
Massachusetts
$494K -$2.16K -11 -0.4%
ICG
1577
InterOcean Capital Group
Tennessee
$493K -$22.6K -115 -4%
EWM
1578
Empirical Wealth Management
Washington
$492K -$62.9K -321 -11%
TIM
1579
Tortoise Investment Management
New York
$492K – – –
MIM
1580
Montgomery Investment Management
Maryland
$490K – – –
SWA
1581
SFMG Wealth Advisors
Texas
$488K -$9.4K -48 -2%
BWM
1582
BerganKDV Wealth Management
Minnesota
$488K – – –
KA
1583
Kovack Advisors
Florida
$485K -$35.3K -180 -7%
WRM
1584
Weybosset Research & Management
Rhode Island
$485K -$14.7K -75 -3%
TF
1585
Trek Financial
Arizona
$485K +$273K +1,390 +128%
KF
1586
Krilogy Financial
Missouri
$484K +$31.4K +160 +7%
SFO
1587
Stokes Family Office
Louisiana
$483K -$15.5K -79 -3%
VAM
1588
Verity Asset Management
North Carolina
$482K – – –
PCH
1589
PGIM Custom Harvest
New Jersey
$481K +$48.9K +281 +11%
HCMG
1590
Howard Capital Management Group
California
$480K +$19.2K +98 +4%
LFA
1591
Legacy Financial Advisors
Kentucky
$479K -$41.8K -213 -8%
WA
1592
Wambolt & Associates
Colorado
$479K – – –
TNB
1593
Thomasville National Bank
Georgia
$478K – – –
AGM
1594
Alpine Global Management
New York
$475K +$475K +2,425 New
LWMG
1595
Levy Wealth Management Group
Pennsylvania
$474K +$589 +3 +0.1%
DIA
1596
Dana Investment Advisors
Wisconsin
$474K +$30.4K +155 +7%
GSIS
1597
Global Strategic Investment Solutions
Arizona
$473K +$588 +3 +0.1%
PCM
1598
Penserra Capital Management
California
$473K +$46.6K +238 +11%
MC
1599
Montag & Caldwell
Georgia
$472K -$157K -803 -25%
DI
1600
Diligent Investors
California
$472K – – –
62 63
64
65 66