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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
BFO
276
Boston Family Office
Massachusetts
$25.1M -$413K -2,411 -2%
SFG
277
Sather Financial Group
Texas
$25.1M +$407K +2,375 +2%
MLICM
278
Metropolitan Life Insurance Company (MetLife)
New York
$24.9M -$391K -2,284 -2%
CTA
279
Carillon Tower Advisers
Florida
$24.8M -$7.27M -42,438 -24%
HNB
280
Huntington National Bank
Ohio
$24.6M -$226K -1,322 -1%
RIG
281
Roosevelt Investment Group
New York
$24.3M +$1.54M +9,018 +7%
DekaBank Deutsche Girozentrale
282
DekaBank Deutsche Girozentrale
Germany
$24.2M -$4.24M -24,742 -16%
WorldQuant Millennium Advisors
283
WorldQuant Millennium Advisors
New York
$24.2M +$3.29M +19,230 +17%
ABTD
284
Arvest Bank Trust Division
Oklahoma
$24M -$532K -3,110 -2%
URS
285
Utah Retirement Systems
Utah
$24M -$360K -2,100 -2%
ERSOT
286
Employees Retirement System of Texas
Texas
$23.9M -$3.22M -18,800 -12%
BNP Paribas Asset Management
287
BNP Paribas Asset Management
France
$23.9M -$2.1M -12,251 -8%
WG
288
Winton Group
United Kingdom
$23.7M -$39.2M -229,129 -64%
AC
289
Athanor Capital
New York
$23.7M +$13.4M +78,300 +148%
SIA
290
Sit Investment Associates
Minnesota
$23.5M -$2.22M -12,990 -9%
FBA
291
Front Barnett Associates
Illinois
$23.3M -$120K -703 -0.5%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$22.9M -$694K -4,054 -3%
AIM
293
Artemis Investment Management
United Kingdom
$22.9M +$9.95M +58,100 +85%
ST
294
Sabal Trust
Florida
$22.7M +$504K +2,944 +2%
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$22.7M +$547K +3,197 +3%
TPSF
296
Texas Permanent School Fund
Texas
$22.2M -$1.44M -8,399 -6%
ZIG
297
Zurich Insurance Group
Switzerland
$22.2M -$445K -2,602 -2%
MGIM
298
M&G Investment Management
United Kingdom
$22.1M +$20.9M +122,084 New
RFC
299
Regions Financial Corp
Alabama
$21.9M -$273K -1,594 -1%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$21.9M +$14.1M +82,456 +219%

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.