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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 %
RWM
2001
Ritholtz Wealth Management
New York
– -$223K -1,235 Closed
FAM
2002
Formidable Asset Management
Ohio
– -$225K -1,234 Closed
PMG
2003
ProVise Management Group
Florida
– -$222K -1,230 Closed
GVAG
2004
Great Valley Advisor Group
Delaware
– -$221K -1,223 Closed
PC
2005
Port Capital
Illinois
– -$221K -1,220 Closed
VFP
2006
Verus Financial Partners
Virginia
– -$220K -1,218 Closed
MAA
2007
Mraz Amerine & Associates
California
– -$220K -1,215 Closed
ESBC
2008
E.S. Barr & Co
Kentucky
– -$219K -1,210 Closed
CST
2009
Charles Schwab Trust
Nevada
– -$218K -1,207 Closed
MIAS
2010
Mason Investment Advisory Services
Virginia
– -$217K -1,202 Closed
MCC
2011
Malaga Cove Capital
California
– -$217K -1,200 Closed
AIM
2012
Aspen Investment Management
Michigan
– -$217K -1,200 Closed
HFRG
2013
Houlihan Financial Resource Group
Virginia
– -$217K -1,200 Closed
NQWM
2014
Northwest Quadrant Wealth Management
Oregon
– -$216K -1,196 Closed
FNBTCON
2015
First National Bank & Trust Co of Newtown
Pennsylvania
– -$216K -1,194 Closed
FPGK
2016
Financial Partners Group (Kansas)
Kansas
– -$214K -1,192 Closed
DBRC
2017
D.B. Root & Company
Pennsylvania
– -$215K -1,191 Closed
FUBT
2018
First United Bank & Trust
Maryland
– -$214K -1,186 Closed
SWA
2019
Stratos Wealth Advisors
Ohio
– -$214K -1,185 Closed
CC
2020
Capital Counsel
New York
– -$213K -1,180 Closed
KLI
2021
Kelman-Lazarov Inc
Tennessee
– -$213K -1,179 Closed
MSR
2022
Main Street Research
Connecticut
– -$211K -1,165 Closed
FMW
2023
Farr Miller & Washington
District of Columbia
– -$209K -1,158 Closed
HCM
2024
Hengehold Capital Management
Ohio
– -$209K -1,154 Closed
CIC
2025
Cornercap Investment Counsel
Georgia
– -$209K -1,154 Closed
79 80
81
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