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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
Mariner
326
Mariner
Kansas
$19.7M +$1.95M +11,385 +12%
Nordea Investment Management
327
Nordea Investment Management
Sweden
$19.7M -$571K -3,338 -3%
BIAS
328
Beacon Investment Advisory Services
New Jersey
$19.5M +$288K +1,681 +2%
DPIM
329
Duff & Phelps Investment Management
Illinois
$19.5M +$8.82M +51,532 +91%
CI Investments Inc
330
CI Investments Inc
Ontario, Canada
$19.5M +$4.33M +25,284 +31%
BG
331
Bahl & Gaynor
Ohio
$19.5M -$9.24M -53,997 -33%
PI
332
PEAK6 Investments
Illinois
$19.4M +$15.2M +88,500 +475%
QIM
333
Quest Investment Management
Oregon
$18.9M +$5.09M +29,726 +40%
SBWIC
334
Schaper Benz & Wise Investment Counsel
Wisconsin
$18.6M +$107K +625 +0.6%
BBI
335
Baxter Bros Inc
Connecticut
$18.3M +$265K +1,546 +2%
WBC
336
Westpac Banking Corp
Australia
$18.2M -$2.55M -14,878 -13%
MCM
337
McKinley Capital Management
Alaska
$18.1M +$14.9M +87,073 +657%
SBH
338
Segall Bryant & Hamill
Illinois
$18.1M -$342K -1,997 -2%
MSA
339
Mason Street Advisors
Wisconsin
$17.9M -$227K -1,327 -1%
BPB
340
Badgley, Phelps & Bell
Washington
$17.8M +$372K +2,170 +2%
ACP
341
Ashfield Capital Partners
California
$17.6M -$149K -870 -0.9%
PSUF
342
People's United Financial
Connecticut
$17.4M -$66.3K -387 -0.4%
NSAM
343
North Star Asset Management
Wisconsin
$17.4M -$260K -1,518 -2%
SDIC
344
South Dakota Investment Council
South Dakota
$17.3M -$7.99M -46,690 -33%
ECM
345
Estabrook Capital Management
New York
$17.2M -$564K -3,297 -3%
IMPI
346
Ilmarinen Mutual Pension Insurance
Finland
$17.2M
GLA
347
Great Lakes Advisors
Illinois
$16.9M +$893K +5,215 +6%
MOACM
348
Mutual of America Capital Management
New York
$16.9M -$207K -1,211 -1%
CCM
349
Covington Capital Management
California
$16.7M -$216K -1,264 -1%
AIM
350
Achmea Investment Management
Netherlands
$16.7M -$2.64M -15,438 -14%

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.