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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
HA
676
Hamel Associates
New Jersey
$3.68M -$78.8K -460 -2%
BC
677
Barnett & Company
Tennessee
$3.66M -$758K -4,430 -18%
FNT
678
First National Trust
Pennsylvania
$3.65M -$690K -4,030 -17%
KA
679
KLCM Advisors
Wisconsin
$3.65M
CCM
680
Candlestick Capital Management
Connecticut
$3.62M +$3.42M +20,000 New
LIA
681
LS Investment Advisors
Michigan
$3.6M +$37K +216 +1%
PFT
682
Providence First Trust
Arizona
$3.58M +$856 +5 +0%
AAMA
683
Advanced Asset Management Advisors
Ohio
$3.58M
ATC
684
Argent Trust Co
Tennessee
$3.56M -$160K -937 -5%
EH
685
Employers Holdings
Nevada
$3.56M
CCFCSB
686
Cape Cod Five Cents Savings Bank
Massachusetts
$3.54M +$84.6K +494 +3%
GCA
687
Greenwood Capital Associates
South Carolina
$3.53M +$1.37K +8 +0%
II
688
Inspire Investing
Idaho
$3.52M +$168K +980 +5%
CCM
689
Coldstream Capital Management
Washington
$3.5M +$32.7K +191 +1%
SCA
690
Stokes Capital Advisors
South Carolina
$3.49M -$13.4K -78 -0.4%
WFG
691
Wills Financial Group
Virginia
$3.49M +$152K +886 +5%
BA
692
Bristlecone Advisors
Washington
$3.48M +$635K +3,708 +24%
AMM
693
American Money Management
California
$3.48M -$20.9K -122 -0.6%
RMCM
694
Reynders McVeigh Capital Management
Massachusetts
$3.47M
BCCM
695
Bridge Creek Capital Management
Massachusetts
$3.47M +$12K +70 +0.4%
CBOR
696
Community Bank of Raymore
Missouri
$3.47M +$8.56K +50 +0.3%
ASN
697
Advisory Services Network
Georgia
$3.44M +$99.3K +580 +3%
IPW
698
Inlet Private Wealth
Florida
$3.43M +$5.65K +33 +0.2%
BP
699
Broadleaf Partners
Ohio
$3.42M +$150K +879 +5%
BG
700
Bollard Group
Massachusetts
$3.42M +$11.5K +67 +0.4%

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.