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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
QIM
976
Quantitative Investment Management
Virginia
$1.56M -$204K -1,189 -12%
BS
977
Banco Santander
Spain
$1.56M -$34.8K -203 -2%
PFSC
978
Peoples Financial Services Corp
Pennsylvania
$1.56M -$56.2K -328 -4%
JWCA
979
J.W. Cole Advisors
Florida
$1.56M +$1.47M +8,613 New
FAIM
980
Financial Advocates Investment Management
Washington
$1.55M +$98.1K +573 +7%
EBT
981
Enterprise Bank & Trust
Massachusetts
$1.54M +$447K +2,609 +44%
ANRIA
982
American National Registered Investment Advisor
Texas
$1.54M -$856 -5 -0.1%
PTP
983
Platform Technology Partners
New York
$1.54M +$1.46M +8,504 New
LCAM
984
London & Capital Asset Management
United Kingdom
$1.53M -$173K -1,010 -11%
LRPA
985
L. Roy Papp & Associates
Arizona
$1.52M +$4.11K +24 +0.3%
BAS
986
Brown Advisory Securities
Maryland
$1.51M +$3.6K +21 +0.3%
CWM
987
Connecticut Wealth Management
Connecticut
$1.5M -$119K -697 -8%
MAFM
988
Mid Atlantic Financial Management
Pennsylvania
$1.5M -$37.7K -220 -3%
BPM
989
Bowling Portfolio Management
Ohio
$1.49M -$28.2K -165 -2%
TPA
990
Trivium Point Advisory
Connecticut
$1.49M +$17.3K +101 +1%
LW
991
Linscomb Wealth
Texas
$1.49M +$149K +870 +12%
CS
992
Comerica Securities
Michigan
$1.49M +$47.1K +275 +3%
BCM
993
BlueCrest Capital Management
Jersey
$1.49M +$1.41M +8,228 New
SCM
994
Spreng Capital Management
Ohio
$1.49M +$1.41M +8,228 New
BP
995
Ballentine Partners
Massachusetts
$1.49M +$2.4K +14 +0.2%
CC
996
Cedar Capital
Illinois
$1.49M +$118K +690 +9%
HT
997
Heritage Trust
Oklahoma
$1.48M +$130K +760 +10%
PI
998
PFS Investments
Georgia
$1.48M +$637K +3,718 +83%
DIA
999
Dana Investment Advisors
Wisconsin
$1.48M -$342K -1,997 -20%
WBC
1000
West Branch Capital
Massachusetts
$1.48M -$123K -716 -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.