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Union Pacific
UNP

Overview Fund Activity

2,130 hedge funds and large institutions have $110B invested in Union Pacific in 2020 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 829 increasing their positions, 736 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,130
Holders Change
+128
Holders Change %
+6.39%
% of All Funds
37.79%
Holding in Top 10
72
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.11%
% of All Funds
1.28%
New
254
Increased
829
Reduced
736
Closed
94
Calls
$1.14B
Puts
$1.23B
Net Calls
-$97.3M
Net Calls Change
-$481M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M
2
Deutsche Bank
Deutsche Bank
Germany
+$365M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$159M
4
Ameriprise
Ameriprise
Minnesota
+$134M
5
Franklin Resources
Franklin Resources
California
+$131M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$619M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$497M
3
BlackRock
BlackRock
New York
-$278M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$260M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
1951
JBJ Investment Partners
South Carolina
$205K +$205K +984 New
AWE
1952
Avidian Wealth Enterprises
Texas
$204K +$204K +980 New
ICP
1953
Interchange Capital Partners
Pennsylvania
$203K +$203K +979 New
CMA
1954
Cedar Mountain Advisors
Oregon
$202K – – –
WA
1955
Wealth Architects
California
$201K +$201K +963 New
LWA
1956
Lenox Wealth Advisors
New York
$200K +$11.1K +53 +6%
MFA
1957
McClarren Financial Advisors
Pennsylvania
$198K +$198K +953 New
AA
1958
Addison Advisors
Vermont
$191K +$191K +915 New
CWP
1959
Concord Wealth Partners
Virginia
$189K +$189K +909 New
FFA
1960
Freedman Financial Associates
Massachusetts
$183K +$183K +877 New
SAS
1961
Stelac Advisory Services
New York
$180K – – –
ST
1962
Sageworth Trust
Pennsylvania
$178K – – –
MIM
1963
Meridiem Investment Management
United Kingdom
$177K +$177K +850 New
WOC
1964
West Oak Capital
California
$176K – – –
GFPC
1965
Global Financial Private Client
Florida
$174K +$6.66K +32 +4%
GG
1966
Gleason Group
Kentucky
$174K +$834 +4 +0.5%
BAM
1967
Bellevue Asset Management
Washington
$172K – – –
AIM
1968
Acropolis Investment Management
Missouri
$167K – – –
PHK
1969
Point72 Hong Kong
Hong Kong
$161K -$2.57M -12,304 -94%
AWA
1970
Arkadios Wealth Advisors
Georgia
$161K +$35.2K +170 +28%
RTC
1971
Riverview Trust Company
Washington
$160K – – –
PCIA
1972
Prime Capital Investment Advisors
Kansas
$150K – – –
GAM
1973
Gemmer Asset Management
California
$146K – – –
AWM
1974
Atticus Wealth Management
Florida
$146K – – –
DWP
1975
Destiny Wealth Partners
Florida
$145K +$145K +698 New
77 78
79
80 81