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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
ABC
376
Associated Banc-Corp
Wisconsin
$14.1M +$45.4K +265 +0.3%
TF
377
TIAA FSB
Florida
$14.1M -$4.75M -27,721 -26%
BRC
378
Bishop Rock Capital
New York
$14M -$37.7K -220 -0.3%
FGP
379
Foyston, Gordon, & Payne
Ontario, Canada
$14M -$163K -953 -1%
CIC
380
Carnegie Investment Counsel
Ohio
$14M +$16.8K +98 +0.1%
AG
381
Advisor Group
Arizona
$14M -$926K -5,408 -7%
PPCM
382
Pillar Pacific Capital Management
California
$14M +$180K +1,050 +1%
AIA
383
Avalon Investment & Advisory
Texas
$13.9M -$722K -4,215 -5%
CRC
384
Curi RMB Capital
Illinois
$13.8M -$822K -4,800 -6%
AIMCA
385
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.8M +$4.96M +29,000 +61%
JFA
386
Johanson Financial Advisors
California
$13.6M +$418M +2,442,530 +17,670%
RFA
387
Reilly Financial Advisors
California
$13.6M -$338K -1,977 -3%
CTA
388
Colonial Trust Advisors
South Carolina
$13.5M -$70.2K -410 -0.5%
NPF
389
Norris Perne & French
Michigan
$13.4M -$3.94K -23 -0%
Nomura Holdings
390
Nomura Holdings
Japan
$13.4M -$20.6M -120,451 -62%
JMFC
391
J.M. Forbes & Co
Massachusetts
$13.3M +$766K +4,472 +6%
PPSG
392
Princeton Portfolio Strategies Group
New Jersey
$13.3M -$462K -2,698 -4%
II
393
IFM Investors
Australia
$13.2M -$663K -3,872 -5%
UBV
394
United Bank (Virginia)
Virginia
$13.2M -$128K -749 -1%
HPC
395
HM Payson & Co
Maine
$13.2M +$802K +4,685 +7%
WMSA
396
Weiss Multi-Strategy Advisers
New York
$13.1M +$377K +2,200 +3%
CIBC Asset Management
397
CIBC Asset Management
Ontario, Canada
$12.8M -$1.67M -9,737 -12%
FNBT
398
FineMark National Bank & Trust
Florida
$12.8M +$286K +1,669 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
399
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.7M -$10.6M -62,086 -47%
ISL
400
Ingalls & Snyder LLC
New York
$12.7M -$5.82K -34 -0%

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.