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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
MHIC
901
Marble Harbor Investment Counsel
Massachusetts
$1.95M +$274K +1,600 +17%
FB
902
Fulton Bank
Pennsylvania
$1.94M +$46.4K +271 +3%
Cerity Partners
903
Cerity Partners
New York
$1.94M -$1.85M -10,833 -50%
BS
904
Boenning & Scattergood
Pennsylvania
$1.94M +$17.6K +103 +1%
MCG
905
MACRO Consulting Group
New Jersey
$1.92M +$156K +912 +9%
BIM
906
Baldwin Investment Management
Pennsylvania
$1.92M
DSC
907
Duncker Streett & Co
Missouri
$1.91M -$7.19K -42 -0.4%
LNC
908
Lincoln National Corp
Pennsylvania
$1.91M +$202K +1,177 +13%
AAM
909
Auxier Asset Management
Oregon
$1.91M -$16.1K -94 -0.9%
BS
910
Bessemer Securities
New York
$1.91M -$9.42K -55 -0.5%
NC
911
NovaPoint Capital
Georgia
$1.9M +$1.8M +10,531 New
ACM
912
Allred Capital Management
Texas
$1.88M -$36.3K -212 -2%
TCM
913
Tandem Capital Management
New Jersey
$1.88M +$1.78M +10,377 New
SFI
914
SPC Financial Inc
Maryland
$1.88M +$1.4M +8,155 +368%
HH
915
Hilltop Holdings
Texas
$1.87M -$110K -645 -6%
PK
916
Pflug Koory
Nebraska
$1.87M -$17.3K -101 -1%
HB
917
Homrich & Berg
Georgia
$1.87M -$11K -64 -0.6%
CIA
918
Capital Investment Advisors
Georgia
$1.86M +$59.7K +349 +4%
PI
919
PHH Investments
Texas
$1.84M -$31.2K -182 -2%
EGM
920
Engineers Gate Manager
New York
$1.84M -$7.42M -43,334 -81%
AAM
921
Ascension Asset Management
New York
$1.83M
BST
922
Bath Savings Trust
Maine
$1.83M -$113K -662 -6%
MBT
923
Montecito Bank & Trust
California
$1.83M +$68.1K +398 +4%
BB
924
Busey Bank
Illinois
$1.82M +$148K +865 +9%
PC
925
Pecaut & Co
Iowa
$1.81M +$171 +1 +0%

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.