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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
SPC
926
Sigma Planning Corp
Michigan
$1.81M +$82.9K +484 +5%
AF
927
Ally Financial
Michigan
$1.81M +$1.71M +10,000 New
TCM
928
Twin Capital Management
Pennsylvania
$1.8M -$6.85K -40 -0.4%
CA
929
Cetera Advisors
Colorado
$1.8M -$93.8K -548 -5%
ST
930
Spinnaker Trust
Maine
$1.8M +$10.3K +60 +0.6%
BCP
931
Blue Chip Partners
Michigan
$1.8M +$75.5K +441 +5%
BFEC
932
Benjamin F. Edwards & Company
Missouri
$1.79M -$149K -872 -8%
DAS
933
Dynamic Advisor Solutions
Arizona
$1.79M +$28.9K +169 +2%
ECAM
934
East Coast Asset Management
Massachusetts
$1.79M +$20.7K +121 +1%
HCMNY
935
Howard Capital Management (New York)
New York
$1.78M -$17.1K -100 -1%
EW
936
Evoke Wealth
California
$1.78M -$2.57K -15 -0.2%
CCP
937
Corient Capital Partners
California
$1.78M -$37.1K -217 -2%
HI
938
Hoey Investments
Pennsylvania
$1.78M +$1.68M +9,835 New
PWW
939
Pettyjohn Wood & White
Virginia
$1.77M
ECM
940
Evergreen Capital Management
Washington
$1.77M +$998K +5,830 +148%
VC
941
Voit & Company
Wisconsin
$1.77M +$73.6K +430 +5%
MYIA
942
Mount Yale Investment Advisors
Colorado
$1.76M +$39K +228 +2%
MWA
943
Meridian Wealth Advisors
Texas
$1.75M -$58.9K -344 -3%
WEC
944
Winslow Evans & Crocker
Massachusetts
$1.75M -$52K -304 -3%
CIP
945
Convergence Investment Partners
Florida
$1.75M -$28.2K -165 -2%
NL
946
NWAM LLC
Washington
$1.73M -$305K -1,781 -16%
EDRH
947
Edmond de Rothschild Holding
Switzerland
$1.73M
PCM
948
Parsons Capital Management
Rhode Island
$1.73M -$27.4K -160 -2%
IC
949
IEQ Capital
California
$1.71M +$1.62M +9,468 New
AF
950
Aldebaran Financial
$1.71M -$763K -4,459 -32%

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.