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Union Pacific
UNP

Overview Fund Activity

1,770 hedge funds and large institutions have $79.2B invested in Union Pacific in 2018 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 581 increasing their positions, 706 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,770
Holders Change
+91
Holders Change %
+5.42%
% of All Funds
39.5%
Holding in Top 10
76
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.28%
% of All Funds
1.7%
New
224
Increased
581
Reduced
706
Closed
115
Calls
$1.53B
Puts
$836M
Net Calls
+$695M
Net Calls Change
-$489M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$581M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$361M
3
Bank of America
Bank of America
North Carolina
+$277M
4
Boston Partners
Boston Partners
Massachusetts
+$223M
5
CBOA
Commonwealth Bank of Australia
Australia
+$179M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$803M
2
Morgan Stanley
Morgan Stanley
New York
-$533M
3
LPC
Lone Pine Capital
Connecticut
-$525M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$316M
5
Capital International Investors
Capital International Investors
California
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
1601
Icon Wealth Partners
Texas
$176K +$176K +1,276 New
PMFA
1602
Plante Moran Financial Advisors
Michigan
$174K -$154K -1,112 -47%
PCM
1603
Penserra Capital Management
California
$170K +$170K +1,236 New
POIA
1604
Pin Oak Investment Advisors
Texas
$167K -$9.66K -70 -5%
GEA
1605
Glen Eagle Advisors
New Jersey
$165K +$2.77K +20 +2%
BAMG
1606
Brand Asset Management Group
Missouri
$164K – – –
CWM
1607
Catamount Wealth Management
Connecticut
$164K +$4.47K +28 +3%
CAL
1608
Capital Analysts LLC
Pennsylvania
$161K -$9.55K -69 -6%
MSFP
1609
Mark Sheptoff Financial Planning
Connecticut
$158K – – –
WAP
1610
Wealthcare Advisory Partners
Pennsylvania
$156K +$277 +2 +0.2%
MA
1611
MCF Advisors
Kentucky
$152K -$3.6K -26 -2%
SFPIA
1612
Stevens First Principles Investment Advisors
California
$152K – – –
FHA
1613
Flagship Harbor Advisors
Massachusetts
$151K -$106K -764 -41%
BCA
1614
Berman Capital Advisors
Georgia
$151K +$151K +1,098 New
LWM
1615
Lenox Wealth Management
Ohio
$149K +$2.35K +17 +2%
PCIA
1616
Prime Capital Investment Advisors
Kansas
$146K +$116K +839 +381%
M
1617
Mirova
France
$142K +$142K +1,024 New
VLKIM
1618
Van Lanschot Kempen Investment Management
Netherlands
$139K +$139K +1,002 New
BOC
1619
Barbara Oil Co
Illinois
$138K +$138K +1,000 New
PAMU
1620
Pictet Asset Management (UK)
United Kingdom
$136K +$33.5K +242,528 +33%
NL
1621
NKCFO LLC
Illinois
$135K +$135K +975 New
WOC
1622
West Oak Capital
California
$131K – – –
FC
1623
Ferris Capital
Massachusetts
$129K -$2.22K -16 -2%
NPP
1624
New Potomac Partners
Maryland
$127K – – –
LWM
1625
Liberty Wealth Management
California
$117K +$117K +850 New
63 64
65
66 67