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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
PFS
1101
Physicians Financial Services
North Carolina
$1.14M -$34.1K -199 -3%
ACS
1102
Archford Capital Strategies
Illinois
$1.14M -$67.1K -392 -6%
VDI
1103
Vaughan David Investments
Illinois
$1.14M -$101K -592 -9%
AIP
1104
ARS Investment Partners
New York
$1.14M
PFS
1105
Prospera Financial Services
Texas
$1.13M +$116K +678 +12%
MMG
1106
Monetary Management Group
Missouri
$1.12M +$481K +2,810 +83%
CMI
1107
Clare Market Investments
Texas
$1.12M +$35.1K +205 +3%
KPCM
1108
Kings Point Capital Management
New York
$1.11M
WIP
1109
Wellesley Investment Partners
Massachusetts
$1.11M -$89.5K -523 -8%
GWAG
1110
Garrett Wealth Advisory Group
Texas
$1.1M -$5.65K -33 -0.5%
EH
1111
Equitable Holdings
New York
$1.1M +$1.04M +6,097 New
RPWA
1112
Regent Peak Wealth Advisors
Georgia
$1.1M +$1.04M +6,076 New
RHBC
1113
R.H. Bluestein & Co
Michigan
$1.09M -$856 -5 -0.1%
BJL
1114
Brighton Jones LLC
Washington
$1.09M -$112K -654 -10%
SAM
1115
Symphony Asset Management
California
$1.08M
CHJWM
1116
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M +$342 +2 +0%
SDH
1117
Sloy Dahl & Holst
Washington
$1.08M +$1.03M +6,000 New
BHWM
1118
Bar Harbor Wealth Management
New Hampshire
$1.08M -$4.28K -25 -0.4%
NGA
1119
Naples Global Advisors
Florida
$1.08M +$42.8K +250 +4%
HI
1120
Horizon Investments
North Carolina
$1.08M +$359K +2,095 +54%
BSA
1121
Braun Stacey Associates
New York
$1.08M +$1.02M +5,965 New
TH
1122
TCTC Holdings
Texas
$1.06M
MC
1123
Middleton & Co
Massachusetts
$1.06M -$64.4K -376 -6%
BPCA
1124
Bank Pictet & Cie (Asia)
Singapore
$1.06M
CGL
1125
Clarius Group LLC
Washington
$1.06M -$380K -2,217 -27%

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.