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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
MCM
1001
Manchester Capital Management
Vermont
$1.48M
BAM
1002
Belpointe Asset Management
Nevada
$1.48M +$315K +1,839 +29%
PHS
1003
Pekin Hardy Strauss
Illinois
$1.47M -$24.8K -145 -2%
CPA
1004
Clear Perspective Advisors
Illinois
$1.47M -$1.43M -8,343 -51%
CL
1005
Choreo LLC
Illinois
$1.46M +$545K +3,181 +65%
FFG
1006
Fortem Financial Group
California
$1.46M -$97.9K -572 -7%
RCG
1007
Rock Creek Group
District of Columbia
$1.46M +$1.39M +8,100 New
LWM
1008
Loveless Wealth Management
Montana
$1.46M +$1.38M +8,050 New
RA
1009
RFG Advisory
Alabama
$1.43M +$491K +2,867 +57%
SLA
1010
Silver Lake Advisory
Utah
$1.43M +$12.8K +75 +1%
DT
1011
Diversified Trust
Tennessee
$1.43M +$579K +3,380 +75%
SC
1012
Sepio Capital
Utah
$1.43M +$292K +1,703 +28%
RCM
1013
Radnor Capital Management
Pennsylvania
$1.43M
BBNA
1014
Bremer Bank National Association
Minnesota
$1.42M -$150K -875 -10%
SIC
1015
Shoker Investment Counsel
Ohio
$1.42M +$23.8K +139 +2%
KCM
1016
Kempner Capital Management
Texas
$1.42M -$171 -1 -0%
GTAM
1017
Global Trust Asset Management
Florida
$1.42M -$11.3K -66 -0.8%
MAM
1018
Meeder Asset Management
Ohio
$1.41M -$10.8M -63,063 -89%
OFS
1019
Oldfather Financial Services
Nebraska
$1.41M +$1.33M +7,769 New
QCMC
1020
Quantum Capital Management (California)
California
$1.41M -$17.8K -104 -1%
ESB
1021
Essex Savings Bank
Connecticut
$1.41M
AA
1022
ALPS Advisors
Colorado
$1.41M -$83.9K -490 -6%
BAM
1023
Barrett Asset Management
New York
$1.41M -$3.42K -20 -0.3%
BFA
1024
Beaumont Financial Advisors
Massachusetts
$1.41M +$59.4K +347 +5%
HW
1025
Hancock Whitney
Mississippi
$1.4M -$57.9K -338 -4%

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.