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Union Pacific

2,002 hedge funds and large institutions have $99.7B invested in Union Pacific in 2019 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 636 increasing their positions, 775 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 80

46% more call options, than puts

Call options by funds: $1.27B | Put options by funds: $866M

13% more capital invested

Capital invested by funds: $88.6B → $99.7B (+$11.1B)

9% more funds holding

Funds holding: 1,8342,002 (+168)

2.12% more ownership

Funds ownership: 77.7%79.82% (+2.1%)

5% less funds holding in top 10

Funds holding in top 10: 7571 (-4)

18% less repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 775

Holders
2,002
Holders Change
+168
Holders Change %
+9.16%
% of All Funds
39.44%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.4%
New
276
Increased
636
Reduced
775
Closed
80
Calls
$1.27B
Puts
$866M
Net Calls
+$403M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
251
Two Sigma Investments
New York
$30M -$134M -780,156 -82%
PI
252
PGGM Investments
Netherlands
$29.5M -$19.4M -113,256 -41%
DP
253
Dearborn Partners
Illinois
$29.4M +$1.5M +8,785 +6%
EAM
254
EULAV Asset Management
Florida
$29.3M
GC
255
Giverny Capital
Quebec, Canada
$29.3M +$331K +1,933 +1%
YCMGA
256
York Capital Management Global Advisors
New York
$29M +$27.5M +160,419 New
DADC
257
D.A. Davidson & Co
Montana
$28.9M +$774K +4,521 +3%
Sands Capital Management
258
Sands Capital Management
Virginia
$28.7M +$8.93M +52,179 +49%
VRS
259
Virginia Retirement Systems
Virginia
$28.5M -$2.88M -16,800 -10%
XK
260
Xact Kapitalforvaltning
Sweden
$28.4M +$285K +1,663 +1%
OPERF
261
Oregon Public Employees Retirement Fund
Oregon
$28.3M -$48.8K -285 -0.2%
ASRS
262
Arizona State Retirement System
Arizona
$27.8M +$248K +1,450 +1%
EARNEST Partners
263
EARNEST Partners
Georgia
$26.9M -$494K -2,884 -2%
AAP
264
Aristotle Atlantic Partners
Florida
$26.9M
FT
265
Fiduciary Trust
Massachusetts
$26.9M -$1.29M -7,533 -5%
ADEF
266
Adams Diversified Equity Fund
Maryland
$26.8M
Mitsubishi UFJ Asset Management
267
Mitsubishi UFJ Asset Management
Japan
$26.7M +$2.99M +17,463 +13%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$26.7M -$5.05M -29,475 -17%
CFB
269
Cullen/Frost Bankers
Texas
$26.6M +$427K +2,496 +2%
Federated Hermes
270
Federated Hermes
Pennsylvania
$26.5M +$2.26M +13,202 +10%
DnB Asset Management
271
DnB Asset Management
Norway
$26.3M +$3.55M +20,754 +17%
FWCM
272
Ferguson Wellman Capital Management
Oregon
$26M -$449K -2,623 -2%
CWP
273
Capital Wealth Planning
Florida
$25.7M +$4.85M +28,314 +25%
SOADOR
274
State of Alaska Department of Revenue
Alaska
$25.5M -$1.66M -9,695 -6%
Artisan Partners
275
Artisan Partners
Wisconsin
$25.3M +$24M +140,010 New

UNP Hedge Fund Activity: Q4 2019 in Review

2,002 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2019, worth a combined $99.7B — up 13% from $88.6B a quarter earlier.

Buyers outnumbered sellers: 276 funds opened new UNP positions and 80 closed out — a net gain of 196 holders — while 636 added to existing stakes and 775 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.22B. The largest seller was Fidelity Investments, cutting an estimated $642M.

  • 2,002 institutional investors held Union Pacific (UNP) as of Q4 2019, up from 1,834 in Q3 2019.
  • Funds reported $99.7B of Union Pacific stock for Q4 2019, up 13% quarter-over-quarter.
  • 276 funds opened new Union Pacific positions in Q4 2019 and 80 closed out, a net change of +196 holders.
  • The largest Union Pacific buyer in Q4 2019 was T. Rowe Price Associates, an estimated $1.22B added.
  • The largest Union Pacific seller in Q4 2019 was Fidelity Investments, an estimated $642M sold.

Based on aggregated 13F filings for Q4 2019.