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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
Cetera Investment Advisers
801
Cetera Investment Advisers
Illinois
$2.5M -$5.48K -32 -0.2%
MC
802
Maverick Capital
Texas
$2.5M +$1.16M +6,748 +95%
PAS
803
Park Avenue Securities
New York
$2.5M +$143K +836 +6%
BIC
804
Beach Investment Counsel
Pennsylvania
$2.5M -$4.95M -28,890 -68%
WCM
805
Wunderlich Capital Managemnt
Tennessee
$2.48M -$1.37K -8 -0.1%
SC
806
Saybrook Capital
North Carolina
$2.48M -$4.28K -25 -0.2%
HAS
807
HBW Advisory Services
California
$2.48M +$114K +666 +5%
CB
808
CNB Bank
Pennsylvania
$2.47M +$96.4K +563 +4%
WI
809
WBI Investments
New Jersey
$2.46M +$1.86M +10,842 +391%
TBA
810
Tower Bridge Advisors
Pennsylvania
$2.45M +$3.94K +23 +0.2%
PA
811
Profund Advisors
Maryland
$2.45M +$180K +1,050 +8%
FBC
812
Fairfield, Bush & Co
Connecticut
$2.44M -$1.8M -10,535 -44%
LFAS
813
Level Four Advisory Services
Texas
$2.44M +$185K +1,080 +9%
PTC
814
Private Trust Company
Ohio
$2.43M +$200K +1,169 +10%
IAA
815
Independent Advisor Alliance
North Carolina
$2.43M -$119K -697 -5%
MAM
816
Martingale Asset Management
Massachusetts
$2.43M -$7.33M -42,804 -76%
BCB
817
Brian C. Broderick
$2.4M -$61.6K -360 -3%
AC
818
Arjuna Capital
North Carolina
$2.39M -$56.2K -328 -2%
CI
819
Capital International
California
$2.39M +$2.26M +13,200 New
SS
820
Sunbelt Securities
Texas
$2.38M +$257K +1,502 +12%
CBN
821
Cadence Bank NA
Texas
$2.38M +$41.3K +241 +2%
ACA
822
Aptus Capital Advisors
Alabama
$2.37M +$2.25M +13,132 New
WAM
823
Wealthspire Advisors (Maryland)
Maryland
$2.37M -$112K -652 -5%
MHC
824
Meyer Handelman Company
New York
$2.37M
SNBOSCI
825
Security National Bank of Sioux City Iowa
Iowa
$2.36M -$18K -105 -0.8%

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.