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Union Pacific
UNP

Overview Fund Activity

2,181 hedge funds and large institutions have $112B invested in Union Pacific in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 945 increasing their positions, 744 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,181
Holders Change
-2
Holders Change %
-0.09%
% of All Funds
38.08%
Holding in Top 10
61
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-27.38%
% of All Funds
1.06%
New
122
Increased
945
Reduced
744
Closed
96
Calls
$1.76B
Puts
$1.4B
Net Calls
+$363M
Net Calls Change
+$183M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$344M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$206M
3
SCP
Soroban Capital Partners
New York
+$148M
4
AIM
Allen Investment Management
New York
+$127M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$127M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
2
BlackRock
BlackRock
New York
-$440M
3
Franklin Resources
Franklin Resources
California
-$424M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$290M
5
N
Natixis
France
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
2001
Cedar Mountain Advisors
Oregon
$213K -$220 -1 -0.1%
MFS
2002
Madrona Financial Services
Washington
$213K – – –
FTC
2003
Farmers Trust Company
Ohio
$212K -$219K -1,000 -51%
LWA
2004
Lenox Wealth Advisors
New York
$212K +$55.3K +251 +35%
MSU
2005
Mizuho Securities USA
New York
$211K +$211K +958 New
GIM
2006
Guild Investment Management
California
$210K – – –
CPC
2007
Cookson Peirce & Co
Pennsylvania
$210K +$210K +954 New
MFA
2008
McClarren Financial Advisors
Pennsylvania
$209K – – –
CW
2009
Connectus Wealth
Ohio
$209K – – –
CP
2010
Camelot Portfolios
Ohio
$209K +$4.62K +21 +2%
SGK
2011
Steigerwald Gordon & Koch
Virginia
$208K – – –
OA
2012
Oxbow Advisors
Texas
$208K – – –
OBWG
2013
Onyx Bridge Wealth Group
New York
$208K +$3.94K +18 +2%
SICM
2014
Sustainable Insight Capital Management
New York
$208K +$208K +944 New
CWM
2015
Cabot Wealth Management
Massachusetts
$207K -$11K -50 -5%
VCS
2016
Vaughan & Co Securities
New Jersey
$207K – – –
LC
2017
Landaas & Company
Wisconsin
$207K – – –
CCA
2018
Catalyst Capital Advisors
New York
$207K +$207K +940 New
UWPG
2019
Ullmann Wealth Partners Group
Florida
$206K – – –
FCFC
2020
First Commonwealth Financial Corp
Pennsylvania
$206K +$206K +938 New
CWM
2021
CCG Wealth Management
California
$205K -$16.5K -75 -7%
ICP
2022
Interchange Capital Partners
Pennsylvania
$205K -$14.7K -67 -7%
SWIG
2023
Strategic Wealth Investment Group
Kentucky
$203K -$13.9K -63 -6%
GCA
2024
Greenwood Capital Associates
South Carolina
$203K +$203K +922 New
BWP
2025
Bernardo Wealth Planning
Pennsylvania
$201K -$4.39K -20 -2%
79 80
81
82 83