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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
WB
551
WesBanco Bank
West Virginia
$6.09M -$161K -938 -3%
ACM
552
Adalta Capital Management
New York
$6.08M -$42.8K -250 -0.7%
AWM
553
Avior Wealth Management
Nebraska
$6.07M +$34.1K +199 +0.6%
BRCM
554
Bright Rock Capital Management
Massachusetts
$6.06M
DAC
555
Dividend Assets Capital
South Carolina
$6.04M -$285K -1,665 -5%
ANBT
556
American National Bank & Trust
Texas
$6.03M -$728K -4,250 -11%
WTB
557
Washington Trust Bank
Washington
$6.02M +$5.14M +29,995 +912%
WSFS
558
Wilmington Savings Fund Society
Delaware
$6.01M +$11.1K +65 +0.2%
DIP
559
DT Investment Partners
Pennsylvania
$5.98M +$5.66M +33,068 New
PAG
560
Private Advisor Group
New Jersey
$5.98M -$2.22M -12,957 -28%
MGIA
561
Matthew Goff Investment Advisor
Texas
$5.97M -$16.3K -95 -0.3%
LSERS
562
Louisiana State Employees Retirement System
Louisiana
$5.97M -$154K -900 -3%
SPC
563
Stewart & Patten Company
California
$5.9M -$254K -1,486 -4%
Wealthfront Advisers
564
Wealthfront Advisers
California
$5.89M +$33.6K +196 +0.6%
Jones Financial Companies
565
Jones Financial Companies
Missouri
$5.88M +$90.7K +530 +2%
CAM
566
Cresset Asset Management
Illinois
$5.86M +$1.97M +11,531 +55%
Capstone Investment Advisors
567
Capstone Investment Advisors
New York
$5.79M +$4.36M +25,470 +388%
WS
568
Wedbush Securities
California
$5.78M -$38.7K -226 -0.7%
TNB
569
TCF National Bank
South Dakota
$5.75M -$17.3K -101 -0.3%
B
570
Bailard
California
$5.73M -$133K -774 -2%
MAM
571
Marketfield Asset Management
New York
$5.72M -$181K -1,058 -3%
Fuller & Thaler Asset Management
572
Fuller & Thaler Asset Management
California
$5.69M +$856K +4,998 +19%
HI
573
HBK Investments
Texas
$5.67M +$4.18M +24,411 +350%
IHL
574
Investment House LLC
California
$5.66M -$23.6K -138 -0.4%
TU
575
TDAM USA
Ontario, Canada
$5.66M -$61.5K -359 -1%

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.