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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
FMB
1026
Field & Main Bank
Kentucky
$1.4M +$15.8K +92 +1%
GAM
1027
Griffin Asset Management
New York
$1.4M +$7.7K +45 +0.6%
LOAME
1028
Lombard Odier Asset Management (Europe)
United Kingdom
$1.39M
JIM
1029
Jupiter Investment Management
United Kingdom
$1.39M -$39.2M -229,127 -97%
CM
1030
Caption Management
Oklahoma
$1.39M -$51.4K -300 -4%
AAM
1031
AR Asset Management
California
$1.39M
SYBT
1032
Stock Yards Bank & Trust
Kentucky
$1.39M -$68.5K -400 -5%
FLI
1033
Family Legacy Inc
South Carolina
$1.38M -$8.56K -50 -0.6%
HIA
1034
Harbor Investment Advisory
Maryland
$1.38M +$1.3M +7,607 New
BAM
1035
Bruderman Asset Management
New York
$1.37M -$89K -520 -6%
OMC
1036
Overbrook Management Corp
New York
$1.36M -$1.24M -7,251 -49%
WP
1037
WMS Partners
Maryland
$1.36M -$43.7K -255 -3%
WMC
1038
Westwood Management Corporation
Illinois
$1.36M
PIC
1039
PCJ Investment Counsel
Ontario, Canada
$1.36M +$1.28M +7,500 New
SCA
1040
Stonebridge Capital Advisors
Minnesota
$1.35M -$6.85K -40 -0.5%
AUB
1041
Atlantic Union Bankshares
Virginia
$1.35M -$25.9K -151 -2%
OFS
1042
Orrstown Financial Services
Pennsylvania
$1.35M -$16.4K -96 -1%
KFS
1043
Kurt F. Somerville
$1.34M
SRC
1044
Shufro Rose & Co
New York
$1.34M
PFO
1045
Pathstone Family Office
New Jersey
$1.34M +$58K +339 +85%
LIM
1046
Leavell Investment Management
Alabama
$1.33M -$42.3K -247 -3%
PWA
1047
Physician Wealth Advisors
Utah
$1.33M
BHBT
1048
Burke & Herbert Bank & Trust
Virginia
$1.32M +$808K +4,720 +183%
WSTAM
1049
Wilbanks Smith & Thomas Asset Management
Virginia
$1.32M -$33.4K -195 -3%
WIA
1050
Wealthstreet Investment Advisors
Texas
$1.3M +$8.22K +48 +0.7%

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.