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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
CIM
426
Courant Investment Management
Tennessee
$11.5M
CA
427
Cullinan Associates
Kentucky
$11.4M +$95K +555 +0.9%
HCM
428
Horan Capital Management
Maryland
$11.3M -$61.5K -359 -0.6%
AAM
429
Advisors Asset Management
Colorado
$11.1M -$1.62M -9,489 -13%
Parallax Volatility Advisers
430
Parallax Volatility Advisers
California
$11M +$6.51M +38,034 +165%
TAM
431
Taurus Asset Management
New York
$11M +$10.1M +59,240 +3,228%
PG
432
Pendal Group
Australia
$10.9M +$1.93M +11,300 +23%
AC
433
Alley Company
Illinois
$10.7M +$52.4K +306 +0.5%
ACM
434
Azimuth Capital Management
Michigan
$10.7M -$47.1K -275 -0.5%
MJRIC
435
Mogy Joel R Investment Counsel
California
$10.7M
CC
436
Cipher Capital
New York
$10.6M -$4.33M -25,301 -30%
NRS
437
Neville Rodie & Shaw
New York
$10.6M +$135K +787 +1%
HTC
438
Haverford Trust Company
Pennsylvania
$10.6M +$122K +710 +1%
ANI
439
American National Insurance
Texas
$10.5M
KCM
440
Kingdon Capital Management
New York
$10.5M -$7.71M -45,059 -44%
CGH
441
Crossmark Global Holdings
Texas
$10.3M -$1.24M -7,249 -11%
OC
442
Oppenheimer & Co
New York
$10.3M +$958K +5,593 +11%
EWM
443
Evercore Wealth Management
New York
$10.2M -$368K -2,147 -4%
LPT
444
Legacy Private Trust
Wisconsin
$10.2M +$51.9K +303 +0.5%
SMI
445
Shelter Mutual Insurance
Missouri
$10.1M
SSWM
446
Smith Salley Wealth Management
North Carolina
$10.1M -$29.4K -172 -0.3%
TAM
447
Tocqueville Asset Management
New York
$10M -$21.3M -124,210 -69%
DMIC
448
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.98M +$206K +1,202 +2%
WAM
449
World Asset Management
Michigan
$9.94M -$58.9K -344 -0.6%
NMERB
450
New Mexico Educational Retirement Board
New Mexico
$9.88M

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.