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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 %
PCA
2001
Providence Capital Advisors
North Carolina
$94K – – –
HGWM
2002
Harvest Group Wealth Management
Massachusetts
$94K +$7.75K +37 +9%
JGIA
2003
Jackson Grant Investment Advisers
Connecticut
$93K +$415 +2 +0.4%
FCMT
2004
Founders Capital Management (Texas)
Texas
$92K +$92K +440 New
FMP
2005
Financial Management Professionals
Texas
$87K +$2.72K +13 +3%
PWA
2006
Phoenix Wealth Advisors
North Carolina
$86K +$86K +411 New
CAM
2007
Costello Asset Management
Pennsylvania
$85K – – –
CIA
2008
Cascade Investment Advisors
Oregon
$83.3K – – –
TLFA
2009
True Link Financial Advisors
California
$83K +$83K +400 New
IFA
2010
Interactive Financial Advisors
Illinois
$83K +$83K +400 New
JMF
2011
Johnson Midwest Financial
Iowa
$82K +$82K +393 New
NWA
2012
Navis Wealth Advisors
New York
$81K +$81K +390 New
FBT
2013
First Bank & Trust
South Dakota
$78K – – –
FWM
2014
Filbrandt Wealth Management
Wisconsin
$77K – – –
COCM
2015
Charter Oak Capital Management
New Hampshire
$77K +$77K +369 New
CA
2016
Crewe Advisors
Utah
$74K -$5K -24 -6%
TI
2017
Truehand Inc
New Hampshire
$74K – – –
CCA
2018
Column Capital Advisors
Indiana
$74K – – –
TPWA
2019
TRUE Private Wealth Advisors
Oregon
$72K +$828 +4 +1%
CDIA
2020
Capital Directions Investment Advisors
Georgia
$70K – – –
VAIA
2021
Virtus Alternative Investment Advisers
Connecticut
$67K -$6.41K -31 -9%
IAS
2022
IMA Advisory Services
Colorado
$67K -$3.35K -16 -5%
AAP
2023
Arax Advisory Partners
Colorado
$66K +$629 +3 +1%
CCC
2024
Crescent Capital Consulting
Louisiana
$66K +$66K +315 New
TIAM2
2025
Tru Independence Asset Management 2
Oregon
$64K +$64K +309 New
79 80
81
82 83