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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
HC
726
Hendley & Co
Ohio
$3.17M
FMC
727
First Merchants Corp
Indiana
$3.15M -$139K -810 -4%
AFM
728
Andesa Financial Management
Pennsylvania
$3.13M -$26.5K -155 -0.9%
WSCM
729
Wellington Shields Capital Management
New York
$3.12M
CSS
730
Cubist Systematic Strategies
Connecticut
$3.11M -$24M -139,981 -89%
NP
731
Ninepoint Partners
Ontario, Canada
$3.09M -$251K -1,468 -8%
DBG
732
De Burlo Group
Massachusetts
$3.08M -$21.4K -125 -0.7%
OIA
733
Optimum Investment Advisors
Illinois
$3.07M -$229K -1,338 -7%
Carson Wealth (CWM LLC)
734
Carson Wealth (CWM LLC)
Nebraska
$3.06M
NG
735
Northstar Group
New York
$3.06M -$16.1K -94 -0.6%
NNP
736
Nachman Norwood & Parrott
South Carolina
$3.06M -$46.6K -272 -2%
WG
737
Watchman Group
Texas
$3.04M +$2.88M +16,845 New
UF
738
Univest Financial
Pennsylvania
$3.03M +$4.36M +25,461 +670%
CCB
739
Cutter & Co Brokerage
Missouri
$3.02M -$177K -1,033 -6%
MIP
740
Marietta Investment Partners
Wisconsin
$2.99M -$407K -2,380 -13%
KRSITF
741
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.97M -$30.5K -178 -1%
SFS
742
Sowell Financial Services
Arkansas
$2.97M +$99.8K +583 +4%
HCM
743
Hall Capital Management
Rhode Island
$2.96M -$8.56K -50 -0.3%
OAM
744
Oppenheimer Asset Management
New York
$2.95M -$856 -5 -0%
FIM
745
Fernwood Investment Management
Massachusetts
$2.95M +$17.3K +101 +0.6%
SFG
746
SNS Financial Group
Minnesota
$2.94M +$838K +4,896 +43%
SCCM
747
Schafer Cullen Capital Management
New York
$2.91M +$197K +1,150 +8%
WPP
748
Whalerock Point Partners
Rhode Island
$2.89M -$193K -1,126 -7%
NS
749
NewDay Solutions
New Hampshire
$2.89M
TPCW
750
TD Private Client Wealth
New York
$2.88M +$2.73M +15,922 New

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.