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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
LBA
1076
Lowell Blake & Associates
Massachusetts
$1.23M +$1.16M +6,788 New
CCA
1077
Checchi Capital Advisers
California
$1.23M +$5.14K +30 +0.4%
HCM
1078
HMS Capital Management
Tennessee
$1.22M +$13.7K +80 +1%
RG
1079
Rikoon Group
New Mexico
$1.22M +$171 +1 +0%
KWMG
1080
King Wealth Management Group
Florida
$1.21M
AT
1081
Arden Trust
Delaware
$1.21M -$739K -4,319 -39%
SAM
1082
Summit Asset Management
Tennessee
$1.21M -$6.16K -36 -0.5%
LBC
1083
Lowe Brockenbrough & Co
Virginia
$1.21M
FWM
1084
Frontier Wealth Management
Missouri
$1.2M -$500K -2,920 -31%
HR
1085
Howe & Rusling
New York
$1.2M
AF
1086
Advisornet Financial
Minnesota
$1.2M -$260K -1,521 -19%
SFSG
1087
Sound Financial Strategies Group
Mississippi
$1.19M +$1.13M +6,588 New
BWM
1088
Bernicke Wealth Management
Wisconsin
$1.19M +$1.12M +6,568 New
PAM
1089
Paradigm Asset Management
New York
$1.18M +$51.4K +300 +5%
EWM
1090
Elmwood Wealth Management
California
$1.18M -$44K -257 -4%
CP
1091
Covenant Partners
Tennessee
$1.18M -$15.8K -92 -1%
RPC
1092
Rossmore Private Capital
Connecticut
$1.18M
CNC
1093
Citizens & Northern Corp
Pennsylvania
$1.18M
S
1094
Seeyond
France
$1.17M -$72.4K -423 -6%
FI
1095
FormulaFolio Investments
Michigan
$1.17M -$20.9K -122 -2%
CC
1096
ClearArc Capital
Ohio
$1.17M -$536K -3,129 -33%
CCM
1097
Compton Capital Management
Rhode Island
$1.16M
GA
1098
Gateway Advisory
New Jersey
$1.15M
GIP
1099
Granite Investment Partners
California
$1.15M -$56.8K -332 -5%
AHC
1100
Anderson Hoagland & Co
Missouri
$1.15M

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.