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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 %
SCI
1926
Stableford Capital II
Arizona
– -$350K -1,934 Closed
SC
1927
Sawyer & Company
Massachusetts
– -$342K -1,890 Closed
DA
1928
DSC Advisors
Illinois
– -$341K -1,886 Closed
GAM
1929
Grandview Asset Management
Pennsylvania
– -$337K -1,849 Closed
LFA
1930
Legacy Financial Advisors
Kentucky
– -$332K -1,834 Closed
TFA
1931
Teamwork Financial Advisors
Texas
– -$331K -1,828 Closed
SSG
1932
Summit Securities Group
New York
– -$325K -1,800 Closed
SG
1933
StoneX Group
New York
– -$324K -1,792 Closed
Alyeska Investment Group
1934
Alyeska Investment Group
Illinois
– -$313K -1,731 Closed
PAS
1935
Partnervest Advisory Services
California
– -$313K -1,730 Closed
CA
1936
Calton & Associates
Florida
– -$311K -1,719 Closed
BP
1937
BBR Partners
New York
– -$304K -1,684 Closed
CFW
1938
CA Family Wealth
California
– -$304K -1,683 Closed
DC
1939
DeDora Capital
California
– -$302K -1,671 Closed
JHP
1940
James Hambro & Partners
United Kingdom
– -$289K -1,600 Closed
NIT
1941
NumerixS Investment Technologies
British Columbia, Canada
– -$289K -1,598 Closed
CL
1942
CPWM LLC
Washington
– -$286K -1,580 Closed
UCMOK
1943
United Capital Management of KS
Kansas
– -$285K -1,579 Closed
CIS
1944
Connors Investor Services
Pennsylvania
– -$285K -1,575 Closed
GFP
1945
Gryphon Financial Partners
Ohio
– -$282K -1,562 Closed
CPSAC
1946
Chas P. Smith & Associates (CPS)
Florida
– -$280K -1,550 Closed
FIM
1947
Frontier Investment Management
Texas
– -$275K -1,519 Closed
CAMG
1948
CWA Asset Management Group
Florida
– -$274K -1,516 Closed
SHWM
1949
Smith & Howard Wealth Management
Georgia
– -$274K -1,513 Closed
BCWM
1950
Blue Chip Wealth Management
Florida
– -$272K -1,504 Closed
76 77
78
79 80