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Union Pacific
UNP

Overview Fund Activity

2,154 hedge funds and large institutions have $98B invested in Union Pacific in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 939 increasing their positions, 724 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,154
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
37.83%
Holding in Top 10
45
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-26.23%
% of All Funds
0.79%
New
128
Increased
939
Reduced
724
Closed
123
Calls
$1.19B
Puts
$1.46B
Net Calls
-$265M
Net Calls Change
-$629M

Top Buyers

1
SCP
1
Soroban Capital Partners
New York
$1.07B
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$337M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.11B
4
Franklin Resources
4
Franklin Resources
California
$1B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.06B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$778M
2
Jennison Associates
2
Jennison Associates
New York
$257M
3
DZ Bank
3
DZ Bank
Germany
$139M
4
BlackRock
4
BlackRock
New York
$8.44B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2101
Avondale Wealth Management
Texas
$28K – – –
CQS
2102
Credential Qtrade Securities
$27.2K – – –
MWC
2103
MBM Wealth Consultants
Missouri
$27K – – –
Cohen & Steers
2104
Cohen & Steers
New York
$26K -$32.7K -170 -56%
KLWA
2105
Kelly Lawrence W & Associates
California
$24K – – –
RCC
2106
Red Cedar Capital
Nebraska
$24K – – –
RIM
2107
Rockbridge Investment Management
New York
$23K – – –
SAM
2108
Strategic Asset Management
Minnesota
$22K +$22K +104 New
BIA
2109
Bell Investment Advisors
California
$22K +$22K +112 New
TCWA
2110
Ten Capital Wealth Advisors
Washington
$21K -$2.19M -10,943 -99%
HWMA
2111
Heritage Wealth Management (Arizona)
Arizona
$21K +$389 +2 +2%
AWM
2112
AllSquare Wealth Management
New York
$20K -$40K -200 -67%
JAM
2113
JCIC Asset Management
Ontario, Canada
$20K – – –
DI
2114
Disciplined Investments
Oklahoma
$20K – – –
CWA
2115
Clearview Wealth Advisors
Oregon
$20K – – –
RBC
2116
Roble Belko & Company
Pennsylvania
$19K – – –
LPWM
2117
Lake Point Wealth Management
Texas
$16K – – –
LD
2118
Lipe & Dalton
New York
$15K – – –
CCM
2119
Cribstone Capital Management
Maine
$15K – – –
MG
2120
MilWealth Group
Wisconsin
$14.1K +$14.1K +72 New
IF
2121
Ironwood Financial
Arizona
$13K – – –
KFS
2122
Kelly Financial Services
Massachusetts
$12.3K -$2.7M -13,793 -100%
GWMIA
2123
Global Wealth Management Investment Advisory
Florida
$12K – – –
YAL
2124
Your Advocates Ltd
Texas
$12K – – –
CCM
2125
Carderock Capital Management
Maryland
$10K -$400K -1,998 -98%
83 84
85
86 87