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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 %
CWM
1976
CCG Wealth Management
California
– -$241K -1,331 Closed
SRC
1977
Sage Rhino Capital
California
– -$235K -1,323 Closed
OAM
1978
Oak Asset Management
California
– -$239K -1,320 Closed
DWM
1979
Doyle Wealth Management
Florida
– -$238K -1,317 Closed
KCPG
1980
Kavar Capital Partners Group
Kansas
– -$235K -1,300 Closed
TI
1981
Truepoint Inc
Ohio
– -$235K -1,299 Closed
HIM
1982
Harbour Investment Management
Washington
– -$234K -1,297 Closed
CC
1983
Caxton Corporation
New Jersey
– -$234K -1,293 Closed
VCP
1984
Vista Capital Partners
Oregon
– -$230K -1,273 Closed
SWA
1985
SFMG Wealth Advisors
Texas
– -$230K -1,271 Closed
BWP
1986
Bernardo Wealth Planning
Pennsylvania
– -$229K -1,268 Closed
SFWA
1987
Summit Financial Wealth Advisors
Louisiana
– -$225K -1,262 Closed
CNB
1988
Camden National Bank
Maine
– -$228K -1,261 Closed
WAAG
1989
Wealth Alliance Advisory Group
Kansas
– -$228K -1,259 Closed
SAA
1990
Southeast Asset Advisors
Georgia
– -$227K -1,258 Closed
MWPCG
1991
Measured Wealth Private Client Group
New Hampshire
– -$227K -1,258 Closed
IRAG
1992
Investment Research & Advisory Group
Georgia
– -$227K -1,255 Closed
ACM
1993
Argent Capital Management
Missouri
– -$226K -1,251 Closed
PHAM
1994
Palisades Hudson Asset Management
Florida
– -$226K -1,250 Closed
BONST
1995
Bank of Nova Scotia Trust
Ontario, Canada
– -$226K -1,248 Closed
CDH
1996
Charles D. Hyman
– -$225K -1,245 Closed
GIA
1997
GHP Investment Advisors
Colorado
– -$224K -1,240 Closed
AA
1998
Alesco Advisors
New York
– -$224K -1,240 Closed
ACM
1999
Anfield Capital Management
California
– -$229K -1,239 Closed
GSBTD
2000
Glenview State Bank Trust Department
Illinois
– -$223K -1,237 Closed
78 79
80
81 82