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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
QI
501
QV Investors
Alberta, Canada
$7.62M +$5.28M +30,870 +274%
MIA
502
MainStreet Investment Advisors
Illinois
$7.6M +$516K +3,012 +8%
FCMC
503
Founders Capital Management (Connecticut)
Connecticut
$7.58M -$18K -105 -0.2%
ACM
504
Ashford Capital Management
Delaware
$7.56M
CCM
505
Copeland Capital Management
Pennsylvania
$7.53M -$633K -3,696 -8%
RG
506
Rathbones Group
United Kingdom
$7.47M -$109K -636 -2%
MC
507
Moors & Cabot
Massachusetts
$7.45M +$2.26M +13,204 +47%
BPC
508
Banque Pictet & Cie
Switzerland
$7.42M -$751K -4,389 -10%
RHFI
509
Reilly Herbert Faulkner III
$7.41M -$336K -1,965 -5%
HHAA
510
Henry H. Armstrong Associates
Pennsylvania
$7.41M +$361K +2,110 +5%
FHA
511
First Horizon Advisors
Tennessee
$7.38M +$258K +1,509 +4%
FIB
512
First Interstate Bank
Montana
$7.38M -$206K -1,206 -3%
SC
513
SouthState Corp
Florida
$7.35M -$50K -292 -0.7%
BC
514
Burney Company
Virginia
$7.29M +$126K +737 +2%
NB
515
NBT Bank
New York
$7.27M -$20.7K -121 -0.3%
SNB
516
Security National Bank
Nebraska
$7.27M +$9.07K +53 +0.1%
KCM
517
Kornitzer Capital Management
Kansas
$7.2M -$132K -769 -2%
MIM
518
Marco Investment Management
Georgia
$7.13M +$178K +1,041 +3%
Brown Advisory
519
Brown Advisory
Maryland
$6.93M +$398K +2,323 +6%
RB
520
Rodgers Brothers
Pennsylvania
$6.87M -$137K -800 -2%
M
521
MOTCO
Texas
$6.86M -$17.3K -101 -0.3%
BAPIM
522
British Airways Pensions Investment Management
United Kingdom
$6.85M -$7.79M -45,527 -55%
PJSIMP
523
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.84M -$50.3K -294 -0.8%
CG
524
Cutler Group
California
$6.76M +$5.91M +34,546 +1,219%
PPL
525
PATRIZIA Pty Ltd
Australia
$6.7M -$443K -2,587 -7%

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.