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Union Pacific
UNP

Overview Fund Activity

2,183 hedge funds and large institutions have $115B invested in Union Pacific in 2021 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 921 increasing their positions, 744 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,183
Holders Change
+53
Holders Change %
+2.49%
% of All Funds
38.44%
Holding in Top 10
84
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+16.67%
% of All Funds
1.48%
New
171
Increased
921
Reduced
744
Closed
96
Calls
$1.2B
Puts
$1.02B
Net Calls
+$180M
Net Calls Change
+$278M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$898M
2
Bank of America
Bank of America
North Carolina
$3.17B
3
N
Natixis
France
$262M
4
BlackRock
BlackRock
New York
$10.3B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.69B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.26B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$4.36B
3
Vanguard Group
Vanguard Group
Pennsylvania
$12.1B
4
Citadel Advisors
Citadel Advisors
Florida
$63.2M
5
Capital International Investors
Capital International Investors
California
$1.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
2001
Redhawk Wealth Advisors
Minnesota
$214K -$43.9K -199 -17%
CMA
2002
Cedar Mountain Advisors
Oregon
$214K – – –
MFS
2003
Madrona Financial Services
Washington
$214K +$214K +969 New
CW
2004
Connectus Wealth
Ohio
$213K +$213K +951 New
MFA
2005
McClarren Financial Advisors
Pennsylvania
$210K – – –
GIM
2006
Guild Investment Management
California
$210K +$210K +955 New
PGA
2007
Portland Global Advisors
Maine
$210K +$210K +955 New
DA
2008
Dillon & Associates
Michigan
$209K +$209K +948 New
OA
2009
Oxbow Advisors
Texas
$209K +$209K +948 New
LCC
2010
Lincoln Capital Corp
Rhode Island
$209K +$209K +950 New
LC
2011
Landaas & Company
Wisconsin
$208K +$208K +942 New
SGK
2012
Steigerwald Gordon & Koch
Virginia
$208K +$208K +945 New
VCS
2013
Vaughan & Co Securities
New Jersey
$207K +$207K +940 New
BWP
2014
Bernardo Wealth Planning
Pennsylvania
$206K -$263K -1,196 -56%
OBWG
2015
Onyx Bridge Wealth Group
New York
$206K +$206K +933 New
MFG
2016
Menard Financial Group
Texas
$206K +$206K +934 New
UWPG
2017
Ullmann Wealth Partners Group
Florida
$206K +$206K +935 New
CP
2018
Camelot Portfolios
Ohio
$205K +$205K +930 New
CGA
2019
Crescent Grove Advisors
Illinois
$205K +$205K +930 New
SRC
2020
Sage Rhino Capital
California
$203K -$98.6K -447 -33%
SOW
2021
State of Wyoming
Wyoming
$198K +$198K +899 New
FFA
2022
Freedman Financial Associates
Massachusetts
$193K – – –
SAS
2023
Stelac Advisory Services
New York
$190K -$662 -3 -0.3%
ST
2024
Sageworth Trust
Pennsylvania
$188K – – –
BAM
2025
Bellevue Asset Management
Washington
$188K – – –
79 80
81
82 83