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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
MYLI
601
Meiji Yasuda Life Insurance
Japan
$5.03M -$347K -2,028 -7%
WP
602
WealthPLAN Partners
Nebraska
$5.03M -$2.05K -12 -0%
IAN
603
Integrated Advisors Network
Texas
$5.02M +$4.75M +27,766 New
GAM
604
GVO Asset Management
Switzerland
$5.02M +$4.75M +27,750 New
ECM
605
ETrade Capital Management
Virginia
$4.97M -$490K -2,860 -9%
ROC
606
Running Oak Capital
Minnesota
$4.95M +$4.69M +27,393 New
OWD
607
Osborn Williams & Donohoe
Ohio
$4.94M +$165K +963 +4%
WC
608
Whitnell & Co
Illinois
$4.92M -$64.4K -376 -1%
HW
609
Hedeker Wealth
Illinois
$4.92M +$677K +3,953 +17%
TNA
610
True North Advisors
Texas
$4.89M +$4.63M +27,045 New
SEC
611
Seven Eight Capital
New York
$4.88M -$15.5M -90,300 -77%
Rockefeller Capital Management
612
Rockefeller Capital Management
New York
$4.88M -$578K -3,378 -11%
NMIMC
613
Northwestern Mutual Investment Management Company
Wisconsin
$4.88M +$23.3K +136 +0.5%
VNA
614
Valley National Advisers
Pennsylvania
$4.87M -$85.3K -498 -2%
GP
615
Greenline Partners
New York
$4.86M
FHB
616
First Hawaiian Bank
Hawaii
$4.86M +$231K +1,349 +5%
PPW
617
Parcion Private Wealth
Washington
$4.83M +$4.58M +26,734 New
BEAM
618
Baker Ellis Asset Management
Washington
$4.81M -$2.49M -14,570 -35%
WT
619
Whittier Trust
California
$4.81M -$339K -1,983 -7%
HTHT
620
Hemenway Trust Hemenway Trust
New Hampshire
$4.81M -$4.79K -28 -0.1%
CCT
621
Capital City Trust
Florida
$4.72M +$56.5K +330 +1%
AP
622
Advisor Partners
California
$4.68M +$23.3K +136 +0.5%
DWA
623
Douglass Winthrop Advisors
New York
$4.67M +$564K +3,296 +15%
CCM
624
Cohen Capital Management
California
$4.64M
Fidelity International
625
Fidelity International
Bermuda
$4.62M +$27.2K +159 +0.6%

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.