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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
RWP
651
RWA Wealth Partners
Massachusetts
$4.17M +$65.4K +382 +2%
GFA
652
Gifford Fong Associates
California
$4.16M
PFA
653
Professional Financial Advisors
Nebraska
$4.14M +$3.93M +22,929 New
HIC
654
Hartline Investment Corp
Illinois
$4.08M
AC
655
Addenda Capital
Quebec, Canada
$4.06M +$179K +1,046 +5%
PIG
656
Pantheon Investment Group
California
$4.06M +$3.84M +22,407 New
SFS
657
Strategic Financial Services
New York
$4.06M -$578K -3,376 -13%
SIM
658
Sentry Investment Management
Wisconsin
$4.05M -$3.77M -22,033 -50%
KFA
659
Kays Financial Advisory
Georgia
$4.05M +$120K +702 +3%
QCG
660
Quadrant Capital Group
Ohio
$4.04M +$162K +949 +4%
CCM
661
Cadence Capital Management
Massachusetts
$3.99M +$252K +1,471 +7%
AI
662
Atria Investments
North Carolina
$3.98M -$1.28M -7,495 -25%
CBTWT
663
Community Bank & Trust (Waco, Texas)
Texas
$3.98M -$9.93K -58 -0.3%
LBD
664
Landsberg Bennett & Dubbaneh
Florida
$3.87M +$134K +782 +4%
SNT
665
Security National Trust
West Virginia
$3.84M -$59.9K -350 -2%
CAM
666
Cypress Asset Management
Texas
$3.81M -$291K -1,700 -7%
RCYC
667
Richard C. Young & Co
Rhode Island
$3.81M +$207K +1,207 +6%
KFBMI
668
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.8M
CA
669
Cambridge Advisors
Nebraska
$3.78M +$215K +1,255 +6%
MC
670
Mathes Company
New York
$3.73M +$111K +650 +3%
JG
671
Jefferies Group
New York
$3.72M -$8.82M -51,497 -71%
NA
672
Navellier & Associates
Nevada
$3.71M +$49K +286 +1%
KOCAA
673
Knights of Columbus Asset Advisors
Connecticut
$3.71M +$3.51M +20,528 New
PWLP
674
Prio Wealth Limited Partnership
Massachusetts
$3.71M +$212K +1,240 +6%
WTC
675
WhitTier Trust Company
Nevada
$3.68M -$24.3K -142 -0.7%

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.