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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 %
IA
1776
IndexIQ Advisors
New York
$34K -$567 -4 -2%
MFT
1777
Moisand Fitzgerald Tamayo
Florida
$34K – – –
SFPG
1778
Stonebridge Financial Planning Group
Florida
$34K +$296 +2 +0.9%
NCM
1779
New Capital Management
Texas
$33K – – –
MWC
1780
MBM Wealth Consultants
Missouri
$32K -$7.37K -53 -19%
NL
1781
NVWM LLC
Pennsylvania
$32K – – –
ME
1782
McIlrath & Eck
Washington
$32K +$4.21K +30 +15%
PWMG
1783
Prestige Wealth Management Group
New Jersey
$32K +$32K +224 New
FP
1784
Financial Perspectives
Minnesota
$30.7K – – –
IWP
1785
IAG Wealth Partners
Wisconsin
$29K – – –
ARMC
1786
American Research & Management Company
Massachusetts
$28K – – –
BWL
1787
Bogart Wealth LLC
Virginia
$27K +$1.14K +8 +4%
AWM
1788
AllSquare Wealth Management
New York
$26K – – –
FA
1789
Fortis Advisors
Pennsylvania
$24K – – –
FNBOSM
1790
First National Bank of South Miami
Florida
$23K – – –
SWM
1791
Selective Wealth Management
Virginia
$22K – – –
HWM
1792
Holloway Wealth Management
Florida
$21K -$46K – –
MWP
1793
Meridian Wealth Partners
Pennsylvania
$21K +$6.08K +44 +41%
AWM
1794
Avondale Wealth Management
Texas
$20K – – –
BAMG
1795
Brand Asset Management Group
Missouri
$20K – – –
LSA
1796
Lion Street Advisors
Texas
$20K +$20K +140 New
CQS
1797
Credential Qtrade Securities
$19.6K -$59.1K -419 -75%
NSB
1798
Norway Savings Bank
Maine
$19K – – –
KLWA
1799
Kelly Lawrence W & Associates
California
$17K – – –
DI
1800
Disciplined Investments
Oklahoma
$17K +$17K +117 New
70 71
72
73 74