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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
HKAM
851
Horizon Kinetics Asset Management
New York
$2.19M
VI
852
Vestcor Inc
New Brunswick, Canada
$2.18M +$2.06M +12,038 New
HFM
853
Hartford Financial Management
Connecticut
$2.17M -$32.9K -192 -2%
LWANC
854
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.17M -$59.9K -350 -3%
IA
855
IFP Advisors
Florida
$2.16M -$1.05M -6,117 -34%
Lido Advisors
856
Lido Advisors
California
$2.16M +$46.9K +274 +2%
BWA
857
BDO Wealth Advisors
Florida
$2.15M -$122K -713 -6%
MFAM
858
Motley Fool Asset Management
Virginia
$2.15M -$99.1K -579 -5%
FAAS
859
First Allied Advisory Services
California
$2.14M -$75.3K -440 -4%
PA
860
PFG Advisors
Arizona
$2.14M +$10.4K +61 +0.5%
RWA
861
Ropes Wealth Advisors
Massachusetts
$2.14M -$286K -1,670 -12%
MPI
862
Mairs & Power Inc
Minnesota
$2.14M +$577K +3,373 +40%
VLKIM
863
Van Lanschot Kempen Investment Management
Netherlands
$2.14M +$2.02M +11,826 New
GD
864
Grandfield & Dodd
New York
$2.13M -$25.7K -150 -1%
HCM
865
Hodges Capital Management
Texas
$2.12M +$11.5K +67 +0.6%
CCM
866
Cox Capital Management
Massachusetts
$2.12M +$1.12M +6,519 +125%
OC
867
Oakworth Capital
Alabama
$2.11M +$82.5K +482 +4%
PL
868
Plancorp LLC
Missouri
$2.11M +$38.5K +225 +2%
IRF
869
IBM Retirement Fund
New York
$2.1M -$112K -654 -5%
TCOO
870
Trust Company of Oklahoma
Oklahoma
$2.1M +$10.3K +60 +0.5%
SC
871
Slow Capital
California
$2.1M -$24.5K -143 -1%
MME
872
Meag Munich Ergo
Germany
$2.08M -$6.52M -38,082 -77%
OLA
873
Oliver Luxxe Assets
New Jersey
$2.08M -$4.28K -25 -0.2%
AWM
874
Altium Wealth Management
New York
$2.07M +$377K +2,200 +24%
CI
875
Conning Inc
Connecticut
$2.07M -$120K -700 -6%

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.