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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
$913M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.43B
3
Fisher Asset Management
Fisher Asset Management
Washington
$528M
4
Vanguard Group
Vanguard Group
Pennsylvania
$8.67B
5
Ameriprise
Ameriprise
Minnesota
$1.24B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Capital World Investors
Capital World Investors
California
$1.3B
3
Morgan Stanley
Morgan Stanley
New York
$551M
4
JFA
Johanson Financial Advisors
California
$1.96M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
1951
Monterey Private Wealth
California
– -$268K -1,482 Closed
DA
1952
Duality Advisers
Florida
– -$267K -1,479 Closed
SCA
1953
Sippican Capital Advisors
Massachusetts
– -$267K -1,475 Closed
HFP
1954
Holistic Financial Partners
Indiana
– -$258K -1,429 Closed
HWA
1955
HCR Wealth Advisors
California
– -$255K -1,408 Closed
GP
1956
Geneva Partners
Wisconsin
– -$254K -1,406 Closed
JA
1957
JOYN Advisors
Georgia
– -$254K -1,403 Closed
AWM
1958
Adams Wealth Management
Utah
– -$253K -1,400 Closed
AP
1959
Advisors Preferred
Maryland
– -$251K -1,389 Closed
SFG
1960
Summit Financial Group
West Virginia
– -$249K -1,380 Closed
PCMC
1961
Private Capital Management (Colorado)
Colorado
– -$222K -1,372 Closed
RI
1962
Rudd International
Florida
– -$247K -1,371 Closed
WCM
1963
Windsor Capital Management
Arizona
– -$247K -1,370 Closed
MWM
1964
Meridian Wealth Management
Kentucky
– -$247K -1,370 Closed
NCM
1965
Nelson Capital Management
California
– -$247K -1,367 Closed
LCP
1966
Legacy Capital Partners
Wisconsin
– -$247K -1,364 Closed
CCM
1967
Chilton Capital Management
Texas
– -$246K -1,362 Closed
VFM
1968
Vivid Financial Management
California
– -$250K -1,361 Closed
VAG
1969
VisionPoint Advisory Group
Texas
– -$245K -1,353 Closed
VCM
1970
Vision Capital Management
Oregon
– -$245K -1,353 Closed
GWCM
1971
Godshalk Welsh Capital Management
Pennsylvania
– -$244K -1,350 Closed
HHGA
1972
Halbert Hargrove Global Advisors
California
– -$244K -1,346 Closed
FBFS
1973
First Business Financial Services
Wisconsin
– -$243K -1,344 Closed
NAM
1974
NTV Asset Management
West Virginia
– -$242K -1,336 Closed
FFA
1975
Fragasso Financial Advisors
Pennsylvania
– -$241K -1,334 Closed
77 78
79
80 81