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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 %
RWG
1826
Regal Wealth Group
California
$5K – – –
CA
1827
Centerpoint Advisors
Massachusetts
$5K – – –
FRA
1828
Front Row Advisors
California
$5K +$161 +1 +3%
ICM
1829
Islay Capital Management
Texas
$4K – – –
JPLA
1830
Joseph P. Lucia & Associates
New York
$4K – – –
CCT
1831
Capital City Trust
Florida
$3.83K +$150 +1,065 +4%
LPWM
1832
Lake Point Wealth Management
Texas
$3K -$9.3K -62 -76%
WCM
1833
Wealthcare Capital Management
Virginia
$3K -$4.38K -35 -59%
Kayne Anderson Rudnick Investment Management
1834
Kayne Anderson Rudnick Investment Management
California
$3K -$625 -5 -17%
OAJ
1835
Ogorek Anthony Joseph
New York
$3K – – –
LGWM
1836
Litman Gregory Wealth Management
California
$3K – – –
PG
1837
Proffitt & Goodson
Tennessee
$2K – – –
LF
1838
Lee Financial
Texas
$2K – – –
SCA
1839
Stuart Chaussee & Associates
California
$2K – – –
SWM
1840
Sugarloaf Wealth Management
Georgia
$2K – – –
BCMIO
1841
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +11 New
OFG
1842
OmniStar Financial Group
North Carolina
$2K +$2K +15 New
NL
1843
NWAM LLC
Washington
$1.21K -$136 -963 -10%
AS
1844
Altshuler Shaham
Israel
$1K – – –
WA
1845
WBH Advisory
Maryland
$655 -$25 -174 -4%
OAM
1846
Optimal Asset Management
California
$538 +$120 +851 +29%
TI
1847
tru Independence
Oregon
$417 – – –
WIM
1848
Westside Investment Management
California
$37 +$37 +265 New
LPC
1849
Lone Pine Capital
Connecticut
– -$584M -3,230,202 Closed
Balyasny Asset Management
1850
Balyasny Asset Management
Illinois
– -$117M -648,298 Closed
72 73
74
75 76