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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
PCTC
751
Perkins Coie Trust Company
Washington
$2.88M +$102K +595 +4%
AF
752
Arrow Financial
New York
$2.87M -$333K -1,948 -11%
OTPPB
753
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.86M -$2.88M -16,809 -52%
GC
754
Grimes & Company
Massachusetts
$2.85M -$745K -4,351 -22%
ECM
755
Everence Capital Management
Indiana
$2.83M -$341K -1,989 -11%
NAM
756
North American Management
Massachusetts
$2.83M -$59.9K -350 -2%
BFM
757
Boston Financial Management
Massachusetts
$2.82M -$153K -894 -5%
OCM
758
Orleans Capital Management
Louisiana
$2.82M +$8.56K +50 +0.3%
TCM
759
Telos Capital Management
California
$2.81M +$15.2K +89 +0.6%
EIP
760
Ellis Investment Partners
Pennsylvania
$2.8M -$97.2K -568 -4%
CNFG
761
Creegan & Nassoura Financial Group
New Hampshire
$2.8M +$2.65M +15,507 New
CHAM
762
Clear Harbor Asset Management
Connecticut
$2.79M -$10.8K -63 -0.4%
CT
763
Chicago Trust
Illinois
$2.79M
GH
764
GAM Holding
Switzerland
$2.78M +$2.63M +15,387 New
SSB
765
Sandy Spring Bank
Maryland
$2.77M -$64.5K -377 -2%
IMOV
766
Investment Management of Virginia
Virginia
$2.77M -$176K -1,027 -6%
AAS
767
Avantax Advisory Services
Texas
$2.76M +$900K +5,256 +52%
MCM
768
MAI Capital Management
Ohio
$2.74M +$23.5K +137 +0.9%
VFA
769
Voya Financial Advisors
Connecticut
$2.73M +$33.2K +194 +1%
AR
770
Advisory Research
Illinois
$2.71M -$55.6K -325 -2%
AAIM
771
American Assets Investment Management
California
$2.71M
CCT
772
Chemung Canal Trust
New York
$2.7M -$3.94K -23 -0.2%
CIA
773
Choate Investment Advisors
Massachusetts
$2.69M -$14.9K -87 -0.6%
AP
774
Appleton Partners
Massachusetts
$2.67M -$8.56K -50 -0.3%
SG Americas Securities
775
SG Americas Securities
New York
$2.67M -$7.57M -44,192 -75%

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.