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Union Pacific
UNP

Overview Fund Activity

1,845 hedge funds and large institutions have $76.7B invested in Union Pacific in 2020 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 629 increasing their positions, 847 reducing their positions, and 219 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
-150
Holders Change %
-7.52%
% of All Funds
40.76%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.39%
New
103
Increased
629
Reduced
847
Closed
219
Calls
$859M
Puts
$694M
Net Calls
+$165M
Net Calls Change
-$238M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$491M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$393M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$268M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$214M
5
Ameriprise
Ameriprise
Minnesota
+$186M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$584M
2
Capital World Investors
Capital World Investors
California
-$429M
3
Morgan Stanley
Morgan Stanley
New York
-$363M
4
JFA
Johanson Financial Advisors
California
-$344M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
1601
United Asset Strategies
New York
$243K – – –
SFA
1602
Souders Financial Advisors
Ohio
$243K +$243K +1,722 New
EMG
1603
ETF Managers Group
New Jersey
$241K -$271K -1,937 -53%
CFD
1604
Creative Financial Designs
Indiana
$241K +$5.22K +37 +2%
TSW
1605
Thompson Siegel & Walmsley
Virginia
$240K -$44.8K -318 -16%
NWM
1606
Northwest Wealth Management
Iowa
$240K -$17.5K -124 -7%
CAN
1607
Claraphi Advisory Network
United States
$240K +$16K +114 +7%
FPCM
1608
Financial Partners Capital Management
New York
$239K +$239K +1,696 New
LWM
1609
Laidlaw Wealth Management
New York
$239K -$25.4K -180 -10%
AWA
1610
Acorn Wealth Advisors
Michigan
$239K – – –
CAAS
1611
Capital Asset Advisory Services
Michigan
$238K -$459 -3 -0.2%
MKC
1612
M. Kraus & Co
Vermont
$238K – – –
DDC
1613
DF Dent & Co
Maryland
$238K +$1.27K +9 +0.5%
FCIM
1614
Fairview Capital Investment Management
California
$237K – – –
CCMINC
1615
Cardinal Capital Management Inc (North Carolina)
North Carolina
$236K – – –
BCM
1616
Brookmont Capital Management
Texas
$234K -$57.4K -407 -20%
BWM
1617
BCS Wealth Management
Tennessee
$234K – – –
SCM
1618
Silvant Capital Management
Georgia
$234K – – –
RCA
1619
Resonant Capital Advisors
Wisconsin
$231K -$14.1K -100 -6%
MIC
1620
Meridian Investment Counsel
California
$231K – – –
EBSAM
1621
Eubel Brady & Suttman Asset Management
Ohio
$230K – – –
MCM
1622
McMillion Capital Management
North Carolina
$230K – – –
FAM
1623
Fenimore Asset Management
New York
$230K – – –
SXL
1624
Summit X LLC
Missouri
$229K -$406K -2,872 -64%
NBG
1625
Nancy B. Gardiner
$229K – – –
63 64
65
66 67