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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
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$377M -$37.8M -220,730 -10%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$361M +$10.3M +59,970 +3%
ClearBridge Investments
53
ClearBridge Investments
New York
$353M +$3.27M +19,121 +1%
Mawer Investment Management
54
Mawer Investment Management
Alberta, Canada
$349M +$5.89M +34,385 +2%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$344M -$1.25M -7,303 -0.4%
Fayez Sarofim & Co
56
Fayez Sarofim & Co
Texas
$336M -$4.19M -24,467 -1%
Fisher Asset Management
57
Fisher Asset Management
Washington
$334M +$9.59M +56,007 +3%
Principal Financial Group
58
Principal Financial Group
Iowa
$327M -$25.7M -150,116 -8%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$323M -$2.94M -17,165 -1%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$312M -$6.75M -39,400 -2%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$307M -$11.7M -68,597 -4%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$304M +$288M +1,680,290 New
PAMU
63
Pictet Asset Management (UK)
United Kingdom
$302M +$74.1M +432,753 +35%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$301M +$900K +5,256 +0.3%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$284M +$2.57M +15,019 +1%
Stifel Financial
66
Stifel Financial
Missouri
$278M +$64.9M +379,224 +33%
AAMU
67
Amundi Asset Management US
Massachusetts
$273M +$40.8M +238,348 +19%
Boston Partners
68
Boston Partners
Massachusetts
$269M -$142M -829,558 -36%
Allianz Asset Management
69
Allianz Asset Management
Germany
$253M -$48.9M -285,896 -17%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$247M +$12.6M +73,519 +6%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$240M -$1.24M -7,250 -0.5%
SCM
72
Steadfast Capital Management
New York
$236M +$223M +1,304,998 New
CS
73
Credit Suisse
Switzerland
$235M -$18.9M -110,663 -8%
Winslow Capital Management
74
Winslow Capital Management
Minnesota
$233M +$26.9M +157,373 +14%
WRF
75
Waddell & Reed Financial
Kansas
$229M +$50.8M +296,952 +31%

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.