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Union Pacific
UNP

Overview Fund Activity

1,995 hedge funds and large institutions have $99.6B invested in Union Pacific in 2019 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 635 increasing their positions, 772 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+167
Holders Change %
+9.14%
% of All Funds
39.4%
Holding in Top 10
70
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.41%
% of All Funds
1.38%
New
275
Increased
635
Reduced
772
Closed
80
Calls
$1.27B
Puts
$866M
Net Calls
+$403M
Net Calls Change
+$202M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.29B
2
Capital International Investors
Capital International Investors
California
+$961M
3
State Street
State Street
Massachusetts
+$321M
4
SCM
Steadfast Capital Management
New York
+$236M
5
Capital World Investors
Capital World Investors
California
+$206M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$678M
2
ECU
Egerton Capital (UK)
United Kingdom
-$400M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$348M
4
Boston Partners
Boston Partners
Massachusetts
-$150M
5
Two Sigma Investments
Two Sigma Investments
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1776
Lenox Wealth Management
Ohio
$220K +$17.3K +96 +9%
MAA
1777
Mraz Amerine & Associates
California
$220K +$220K +1,215 New
VFP
1778
Verus Financial Partners
Virginia
$220K +$220K +1,218 New
TF
1779
TRH Financial
Iowa
$220K +$220K +1,233 New
WAP
1780
Wealthcare Advisory Partners
Pennsylvania
$219K -$28.2K -156 -11%
POIA
1781
Pin Oak Investment Advisors
Texas
$219K – – –
BL
1782
Balentine LLC
Georgia
$219K +$186K +1,031 +566%
ESBC
1783
E.S. Barr & Co
Kentucky
$219K +$219K +1,210 New
CST
1784
Charles Schwab Trust
Nevada
$218K +$218K +1,207 New
MIAS
1785
Mason Investment Advisory Services
Virginia
$217K +$217K +1,202 New
SA
1786
SRH Advisors
Kansas
$217K – – –
AIM
1787
Aspen Investment Management
Michigan
$217K +$217K +1,200 New
MCC
1788
Malaga Cove Capital
California
$217K +$217K +1,200 New
HFRG
1789
Houlihan Financial Resource Group
Virginia
$217K +$217K +1,200 New
FNBTCON
1790
First National Bank & Trust Co of Newtown
Pennsylvania
$216K +$216K +1,194 New
NQWM
1791
Northwest Quadrant Wealth Management
Oregon
$216K +$216K +1,196 New
DBRC
1792
D.B. Root & Company
Pennsylvania
$215K +$215K +1,191 New
SWA
1793
Stratos Wealth Advisors
Ohio
$214K -$90.5K -501 -30%
FUBT
1794
First United Bank & Trust
Maryland
$214K -$35.2K -195 -14%
CAS
1795
Cascadia Advisory Services
Oregon
$214K +$214K +1,184 New
FPGK
1796
Financial Partners Group (Kansas)
Kansas
$214K +$214K +1,192 New
KLI
1797
Kelman-Lazarov Inc
Tennessee
$213K +$213K +1,179 New
CC
1798
Capital Counsel
New York
$213K +$213K +1,180 New
ADL
1799
Asset Dedication LLC
California
$212K +$26K +144 +14%
MSR
1800
Main Street Research
Connecticut
$211K +$211K +1,165 New
70 71
72
73 74