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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 %
CMA
1701
Cedar Mountain Advisors
Oregon
$131K – – –
MWM
1702
MBE Wealth Management
Wisconsin
$125K +$125K +889 New
CI
1703
CX Institutional
Indiana
$124K +$12.4K +88 +11%
ST
1704
Sageworth Trust
Pennsylvania
$120K – – –
AP
1705
Arlington Partners
Alabama
$120K +$3.24K +23 +3%
WOC
1706
West Oak Capital
California
$119K – – –
AWA
1707
Arkadios Wealth Advisors
Georgia
$118K -$15.5K -110 -12%
TF
1708
TimeScale Financial
Massachusetts
$117K – – –
JWA
1709
JFS Wealth Advisors
Pennsylvania
$113K -$2.67K -19 -2%
WAM
1710
Westport Asset Management
Connecticut
$113K – – –
1W
1711
1776 Wealth
Georgia
$112K +$61.8K +390 +123%
GFPC
1712
Global Financial Private Client
Florida
$110K – – –
AP
1713
Atwood & Palmer
Missouri
$109K – – –
RTC
1714
Riverview Trust Company
Washington
$109K – – –
AA
1715
AlphaMark Advisors
Kentucky
$103K +$18.9K +134 +23%
PCIA
1716
Prime Capital Investment Advisors
Kansas
$102K +$2.54K +18 +3%
WFMPM
1717
Woodley Farra Manion Portfolio Management
Indiana
$101K -$31.8K -225 -24%
MME
1718
Meag Munich Ergo
Germany
$99K -$1.53M -10,857 -94%
GAM
1719
Gemmer Asset Management
California
$99K -$20.6K -146 -17%
GI
1720
Gradient Investments
Minnesota
$96K -$1.64M -11,595 -94%
BIMC
1721
Benson Investment Management Company
Virginia
$93K -$2.53M -17,980 -96%
AW
1722
Avion Wealth
Texas
$93K -$112K -800 -55%
JFA
1723
JNBA Financial Advisors
Minnesota
$91K -$5.78K -41 -6%
TRCT
1724
Tower Research Capital (TRC)
New York
$89K +$89K +628 New
TFA
1725
Toth Financial Advisory
Virginia
$87K -$8K -57 -8%
67 68
69
70 71