UNP icon

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 %
HWP
1601
Hefty Wealth Partners
Indiana
$8K – – –
BCP
1602
Blackhawk Capital Partners
Wisconsin
$7K – – –
SIS
1603
Sound Income Strategies
Florida
$6K – – –
GWS
1604
Glassman Wealth Services
Virginia
$6K +$1.63K +13 +37%
WWM
1605
Willingdon Wealth Management
North Carolina
$5K -$9.71K -66 -66%
CIM
1606
Contravisory Investment Management
Massachusetts
$5K – – –
RWG
1607
Regal Wealth Group
California
$5K – – –
CFD
1608
Creative Financial Designs
Indiana
$4K -$1.37M -10,253 -100%
VCM
1609
Virtue Capital Management
Tennessee
$4K – – –
RA
1610
Rational Advisors
New York
$4K +$4K +27 New
SLF
1611
Sun Life Financial
Ontario, Canada
$3.59K -$15.5K -2,092 -81%
HA
1612
Hamel Associates
New Jersey
$3.01K +$62 +460 +2%
WAM
1613
Watermark Asset Management
California
$3K – – –
CA
1614
Centerpoint Advisors
Massachusetts
$3K +$3K +20 New
SCA
1615
Stuart Chaussee & Associates
California
$2K – – –
SHJ
1616
Sharkey, Howes & Javer
Colorado
$2K – – –
MCM
1617
Mainstay Capital Management
Michigan
$2K – – –
ADL
1618
Asset Dedication LLC
California
$2K +$2K +16 New
FGC
1619
Financial Gravity Companies
Texas
$1K -$6.57K -46 -87%
GI
1620
Gradient Investments
Minnesota
$1K -$545 -6 -35%
IF
1621
Ironwood Financial
Arizona
$1K – – –
FGAM
1622
Financial Gravity Asset Management
Texas
$1K +$1K +7 New
GWA
1623
Guidant Wealth Advisors
Illinois
$1K +$1K +11 New
AFNAS
1624
American Financial Network Advisory Services
California
$410 -$14.9K -3,190 -97%
SCM
1625
Suvretta Capital Management
New York
– -$115M -856,300 Closed
63 64
65
66 67