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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
S
1051
SignatureFD
Georgia
$1.3M +$19K +111 +2%
PA
1052
Probity Advisors
Texas
$1.3M -$9.93K -58 -0.8%
AOWM
1053
Alpha Omega Wealth Management
Virginia
$1.29M +$21.4K +125 +2%
CWM
1054
Circle Wealth Management
New Jersey
$1.28M +$61.6K +360 +5%
TA
1055
Tiedemann Advisors
New York
$1.28M -$1.14M -6,657 -48%
AC
1056
Abbrea Capital
California
$1.28M +$31.7K +185 +3%
FA
1057
FDx Advisors
Illinois
$1.28M +$16.1K +94 +1%
PRWA
1058
Platte River Wealth Advisors
Colorado
$1.28M +$1.22M +7,120 New
1WA
1059
180 Wealth Advisors
Washington
$1.28M -$41.6K -243 -3%
ST
1060
Smithfield Trust
Pennsylvania
$1.28M -$39.4K -230 -3%
JWBC
1061
J.W. Burns & Co
New York
$1.27M +$171 +1 +0%
CSWG
1062
Cardinal Strategic Wealth Guidance
Kentucky
$1.27M +$1.21M +7,047 New
BCM
1063
BTR Capital Management
California
$1.27M
CPA
1064
Court Place Advisors
Maryland
$1.26M
BFG
1065
Bouchey Financial Group
New York
$1.26M
MWM
1066
Modera Wealth Management
New Jersey
$1.26M -$25.7K -150 -2%
WP
1067
WealthSource Partners
California
$1.25M -$385K -2,251 -25%
CONA
1068
Capital One National Association
New York
$1.25M +$1.19M +6,929 New
TWA
1069
TCI Wealth Advisors
Arizona
$1.25M +$7.02K +41 +0.6%
OKSA
1070
O'Keefe Stevens Advisory
New York
$1.24M
THWM
1071
Taylor Hoffman Wealth Management
Virginia
$1.24M +$187K +1,095 +19%
BWM
1072
Baystate Wealth Management
Massachusetts
$1.24M -$45.9K -268 -4%
SWP
1073
Strategic Wealth Partners
Ohio
$1.23M -$140K -815 -11%
QCM
1074
Quest Capital Management
Texas
$1.23M -$62K -362 -5%
GBBWRPM
1075
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.23M -$9.42K -55 -0.8%

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.