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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 %
LD
1951
Lipe & Dalton
New York
$14K – – –
CWM
1952
Cranbrook Wealth Management
Michigan
$13K – – –
FEG
1953
Financial Enhancement Group
Indiana
$12K – – –
RA
1954
Rational Advisors
New York
$11K -$1.05M -5,937 -99%
NIM
1955
NuWave Investment Management
New Jersey
$11K -$571K -3,219 -98%
BCA
1956
Bray Capital Advisors
Florida
$11K -$9.53K -52 -46%
GWMIA
1957
Global Wealth Management Investment Advisory
Florida
$11K -$4.03K -22 -27%
WCM
1958
Wealthcare Capital Management
Virginia
$11K +$11K +59 New
KFS
1959
Kelly Financial Services
Massachusetts
$9.22K – – –
SFG
1960
Sowa Financial Group
Rhode Island
$9K +$9K +51 New
SIS
1961
Sound Income Strategies
Florida
$8K – – –
WWM
1962
Willingdon Wealth Management
North Carolina
$8K +$3.38K +19 +73%
CMBA
1963
C.M. Bidwell & Associates
Hawaii
$7K – – –
RWG
1964
Regal Wealth Group
California
$7K – – –
TCM
1965
TD Capital Management
Tennessee
$7K – – –
PA
1966
PSI Advisors
Florida
$7K +$7K +39 New
APWM
1967
Atlas Private Wealth Management
New York
$7K +$7K +40 New
CA
1968
Centerpoint Advisors
Massachusetts
$6K – – –
ETI
1969
Enterprise Trust & Investment
California
$6K – – –
FRA
1970
Front Row Advisors
California
$5K -$1.83K -11 -27%
PWP
1971
Personal Wealth Partners
Minnesota
$5K – – –
1NWS
1972
1 North Wealth Services
Maryland
$5K – – –
JPLA
1973
Joseph P. Lucia & Associates
New York
$5K – – –
Kayne Anderson Rudnick Investment Management
1974
Kayne Anderson Rudnick Investment Management
California
$5K +$862 +5 +21%
CA
1975
CXI Advisors
Indiana
$5K +$5K +27 New
77 78
79
80 81