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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
ECU
26
Egerton Capital (UK)
United Kingdom
$841M -$379M -2,213,278 -32%
UBS Group
27
UBS Group
Switzerland
$764M +$7.4M +43,252 +1%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$711M -$30.5M -177,880 -4%
State Farm Mutual Automobile Insurance
29
State Farm Mutual Automobile Insurance
Illinois
$665M -$18.4M -107,745 -3%
Invesco
30
Invesco
Georgia
$644M -$70.7M -412,914 -10%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$643M +$113M +661,373 +23%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$603M -$50.7K -296 -0%
PI
33
Putnam Investments
Massachusetts
$598M +$25.9M +151,033 +5%
LPC
34
Lone Pine Capital
Connecticut
$584M +$113M +660,423 +26%
American Century Companies
35
American Century Companies
Missouri
$578M +$90.5M +528,404 +20%
Charles Schwab
36
Charles Schwab
California
$566M +$160K +937 +0%
Lazard Asset Management
37
Lazard Asset Management
New York
$550M +$76.5M +446,790 +17%
Franklin Resources
38
Franklin Resources
California
$542M +$15.4M +89,739 +3%
UBS AM
39
UBS AM
Illinois
$540M -$13.4M -78,517 -3%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$498M +$5.09M +29,718 +1%
First Eagle Investment Management
41
First Eagle Investment Management
New York
$492M -$12.2M -71,545 -3%
Primecap Management
42
Primecap Management
California
$478M -$171K -1,000 -0%
PPA
43
Parametric Portfolio Associates
Washington
$465M -$90.4K -528 -0%
RJA
44
Raymond James & Associates
Florida
$465M +$7.84M +45,811 +2%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$439M +$69.3M +405,015 +20%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$430M +$4.73M +27,627 +1%
Bessemer Group
47
Bessemer Group
New Jersey
$415M -$924K -5,395 -0.2%
Citadel Advisors
48
Citadel Advisors
Florida
$415M +$89.6M +523,093 +30%
Swiss National Bank
49
Swiss National Bank
Switzerland
$402M -$19.9M -116,200 -5%
Deutsche Bank
50
Deutsche Bank
Germany
$395M +$11.4M +66,754 +3%

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.