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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
APP
776
Avantax Planning Partners
Iowa
$2.67M -$29.6K -173 -1%
1IA
777
1834 Investment Advisors
Wisconsin
$2.67M -$1.06M -6,173 -30%
EFS
778
Essex Financial Services
Connecticut
$2.66M -$1.37K -8 -0.1%
SC
779
Savant Capital
Illinois
$2.66M -$123K -716 -5%
BRWM
780
B. Riley Wealth Management
Tennessee
$2.66M -$4.45K -26 -0.2%
FMT
781
First Mercantile Trust
Tennessee
$2.66M -$71.7K -419 -3%
CCM
782
Condor Capital Management
New Jersey
$2.64M -$9.07K -53 -0.4%
EWM
783
Endurance Wealth Management
Rhode Island
$2.64M +$6.85K +40 +0.3%
VAS
784
Valicenti Advisory Services
New York
$2.63M +$20.5K +120 +0.8%
WI
785
Wedgewood Investors
Pennsylvania
$2.62M -$34.2K -200 -1%
ZCA
786
Zeke Capital Advisors
Pennsylvania
$2.62M -$108K -628 -4%
BFIM
787
Beese Fulmer Investment Management
Ohio
$2.61M +$57K +333 +2%
SSI
788
Scott & Selber Inc
Texas
$2.6M -$20.9K -122 -0.8%
DMC
789
Drexel Morgan & Co
Pennsylvania
$2.57M -$178K -1,040 -7%
DWT
790
Dorsey & Whitney Trust
South Dakota
$2.57M +$11.6K +68 +0.5%
HAM
791
Highstreet Asset Management
Ontario, Canada
$2.56M -$429K -2,505 -15%
WCM
792
Weik Capital Management
Pennsylvania
$2.56M -$146K -850 -6%
RE
793
RBC Europe
United Kingdom
$2.56M +$75.7K +442 +3%
APA
794
American Portfolios Advisors
New York
$2.55M +$706K +4,121 +41%
BFO
795
Biltmore Family Office
North Carolina
$2.55M
EHC
796
Everett Harris & Co
California
$2.54M +$8.56K +50 +0.4%
CNBT
797
Canandaigua National Bank & Trust
New York
$2.51M +$26.4K +154 +1%
CPIG
798
Chicago Partners Investment Group
Illinois
$2.51M +$43K +251 +2%
HAG
799
HighPoint Advisor Group
Illinois
$2.51M -$48.3K -282 -2%
MPAM
800
Murphy Pohlad Asset Management
Minnesota
$2.51M -$17.1K -100 -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.