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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
USAA
401
United Services Automobile Association
Texas
$12.7M -$2.74M -15,992 -18%
SAM
402
Securian Asset Management
Minnesota
$12.7M -$615K -3,595 -5%
Daiwa Securities Group
403
Daiwa Securities Group
Japan
$12.6M +$1.39M +8,106 +13%
CFG
404
Citizens Financial Group
Rhode Island
$12.5M -$397K -2,320 -3%
KWILP
405
Kiwi Wealth Investments Limited Partnership
New Zealand
$12.4M +$1.04M +6,049 +10%
DI
406
DRH Investments
California
$12.4M +$11.7M +68,446 New
BWP
407
Baldwin Wealth Partners
Massachusetts
$12.4M -$2.57K -15 -0%
Cambridge Investment Research Advisors
408
Cambridge Investment Research Advisors
Iowa
$12.4M +$359K +2,096 +3%
SIM
409
Sonora Investment Management
Arizona
$12.3M +$622K +3,632 +6%
MNBTD
410
Moody National Bank Trust Division
Texas
$12.3M +$11.5K +67 +0.1%
Man Group
411
Man Group
United Kingdom
$12.3M +$786K +4,590 +7%
SCM
412
SKBA Capital Management
California
$12.2M -$984K -5,750 -8%
SPIA
413
Steward Partners Investment Advisory
New York
$12.2M -$175K -1,022 -1%
SCI
414
S&CO Inc
Massachusetts
$12.2M -$15.4K -90 -0.1%
Simplex Trading
415
Simplex Trading
Illinois
$12M +$10.3M +60,422 +995%
CSIC
416
Clifford Swan Investment Counsel
California
$11.9M -$216K -1,260 -2%
PAI
417
Pittenger & Anderson Inc
Nebraska
$11.9M +$206K +1,206 +2%
PIA
418
Piedmont Investment Advisors
North Carolina
$11.7M +$277K +1,619 +3%
AC
419
Allstate Corporation
Illinois
$11.7M -$406K -2,372 -4%
FBB
420
Fulton Breakefield Broenniman
Maryland
$11.7M +$85.3K +498 +0.8%
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$11.7M +$283K +1,655 +3%
SMDAM
422
Sumitomo Mitsui DS Asset Management
Japan
$11.6M +$2.06M +12,035 +23%
NSIM
423
North Star Investment Management
Illinois
$11.5M +$1.71M +9,960 +19%
SF
424
Synovus Financial
Georgia
$11.5M -$57.7K -337 -0.5%
Mirae Asset Global Investments
425
Mirae Asset Global Investments
South Korea
$11.5M +$916K +5,352 +9%

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.