We are live on ! Find out more
UNP icon

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
BCM
626
Becker Capital Management
Oregon
$4.6M -$12.3K -72 -0.3%
WJWM
627
Williams Jones Wealth Management
New York
$4.59M +$200K +1,171 +5%
SI
628
Stephens Inc
Arkansas
$4.56M -$1.21M -7,080 -22%
HWA
629
Heritage Wealth Advisors
Virginia
$4.55M +$576K +3,367 +15%
FQ
630
First Quadrant
California
$4.53M
TA
631
TRB Advisors
New York
$4.52M +$856K +5,000 +25%
MGWM
632
Marks Group Wealth Management
Minnesota
$4.5M +$4.26M +24,907 New
BA
633
Bridgewater Associates
Connecticut
$4.45M -$5.97M -34,890 -59%
HKIM
634
Hayek Kallen Investment Management
Alabama
$4.43M -$28.4K -166 -0.7%
AA
635
Ancora Advisors
Ohio
$4.42M +$49.6K +290 +1%
TC
636
TownSquare Capital
Utah
$4.39M -$21.6K -126 -0.5%
AIC
637
Argus Investors Counsel
New York
$4.38M -$89.5K -523 -2%
Walleye Trading
638
Walleye Trading
New York
$4.36M +$4.13M +24,137 New
AWM
639
Altavista Wealth Management
North Carolina
$4.35M -$136K -792 -3%
PA
640
Perennial Advisors
New York
$4.34M +$20.4K +119 +0.5%
CPA
641
Capital Planning Advisors
California
$4.32M +$104K +606 +3%
SLI
642
Sumitomo Life Insurance
Japan
$4.28M +$570K +3,329 +16%
RIM
643
Rampart Investment Management
Connecticut
$4.27M -$213K -1,245 -5%
CCMD
644
Cypress Capital Management (Delaware)
Delaware
$4.23M -$12K -70 -0.3%
PIM
645
Penobscot Investment Management
Massachusetts
$4.21M -$17.1K -100 -0.4%
SCA
646
Snowden Capital Advisors
New York
$4.2M +$11.1K +65 +0.3%
LNWWM
647
Laird Norton Wetherby Wealth Management
California
$4.19M +$142K +828 +4%
ATFA
648
All Terrain Financial Advisors
Minnesota
$4.18M -$120K -700 -3%
BOH
649
Bank of Hawaii
Hawaii
$4.18M -$1.06M -6,167 -21%
WT
650
Washington Trust
Rhode Island
$4.18M +$497K +2,902 +14%

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.