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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
$2.02B
2
Capital International Investors
Capital International Investors
California
$1.28B
3
State Street
State Street
Massachusetts
$5.58B
4
SCM
Steadfast Capital Management
New York
$236M
5
Capital World Investors
Capital World Investors
California
$2.22B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.97B
2
ECU
Egerton Capital (UK)
United Kingdom
$841M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$91.3M
4
Boston Partners
Boston Partners
Massachusetts
$269M
5
Two Sigma Investments
Two Sigma Investments
New York
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
1926
Corbenic Partners
Pennsylvania
$34K +$34K +186 New
AWM
1927
AllSquare Wealth Management
New York
$33K – – –
BWL
1928
Bogart Wealth LLC
Virginia
$33K – – –
FA
1929
Fortis Advisors
Pennsylvania
$30K – – –
FNBOSM
1930
First National Bank of South Miami
Florida
$29K – – –
SWM
1931
Selective Wealth Management
Virginia
$28K – – –
CH
1932
Canton Hathaway
Rhode Island
$27K – – –
BAMG
1933
Brand Asset Management Group
Missouri
$26K -$156K -871 -86%
AWM
1934
Avondale Wealth Management
Texas
$26K – – –
NSB
1935
Norway Savings Bank
Maine
$25K – – –
VRM
1936
Vectors Research Management
New York
$25K – – –
HWM
1937
Howard Wealth Management
Connecticut
$24K +$24K +138 New
KLWA
1938
Kelly Lawrence W & Associates
California
$22K – – –
MCM
1939
MV Capital Management
Maryland
$21K -$8.8K -49 -30%
MWP
1940
Meridian Wealth Partners
Pennsylvania
$20K +$20K +108 New
HFS
1941
HBC Financial Services
Washington
$20K +$20K +111 New
SMFS
1942
Squar Milner Financial Services
California
$19K +$19K +107 New
EWA
1943
Evolution Wealth Advisors
Florida
$18K -$6.66K -37 -27%
ICOM
1944
Investment Counselors of Maryland
Maryland
$18K – – –
EIM
1945
Essex Investment Management
Massachusetts
$18K – – –
EA
1946
Emerald Advisers
Pennsylvania
$18K +$18K +100 New
RBC
1947
Roble Belko & Company
Pennsylvania
$17K – – –
CTB
1948
Country Trust Bank
Illinois
$17K +$17K +92 New
WCG
1949
Weaver Consulting Group
California
$16K – – –
LPWM
1950
Lake Point Wealth Management
Texas
$15K +$15K +82 New
76 77
78
79 80