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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
SSWM
1126
Sheets Smith Wealth Management
North Carolina
$1.06M -$1.28M -7,449 -56%
NCGI
1127
Next Century Growth Investors
Minnesota
$1.06M -$47.1K -275 -4%
ERIM
1128
Eagle Ridge Investment Management
Connecticut
$1.05M
CWM
1129
Chesapeake Wealth Management
Virginia
$1.05M -$58.5K -342 -6%
AWM
1130
Aberdeen Wealth Management
Illinois
$1.05M +$991K +5,790 New
FMBTD
1131
First Midwest Bank Trust Division
Illinois
$1.05M -$46.9K -274 -5%
ZIC
1132
ZWJ Investment Counsel
Georgia
$1.04M +$51.4K +300 +5%
CAG
1133
Csenge Advisory Group
Florida
$1.04M -$182K -1,061 -16%
HCM
1134
Hutchinson Capital Management
California
$1.04M
CWM
1135
Cornerstone Wealth Management
Missouri
$1.03M +$23.3K +136 +2%
TC
1136
Trust Company
Kansas
$1.03M -$28.8K -168 -3%
FFSOTS
1137
Fiduciary Financial Services of The Southwest
Texas
$1.03M -$26.5K -155 -3%
CWP
1138
CFM Wealth Partners
Texas
$1.03M +$955K +5,580 New
AW
1139
ACG Wealth
Georgia
$1.02M +$185K +1,083 +24%
RIM
1140
Redwood Investment Management
Arizona
$1.02M +$63K +368 +7%
CA
1141
Clearstead Advisors
Ohio
$1.01M +$685 +4 +0.1%
SL
1142
Summitry LLC
California
$1.01M +$856 +5 +0.1%
CIS
1143
Capital International Sarl
California
$1.01M +$959K +5,600 New
RIM
1144
Regent Investment Management
Kentucky
$1.01M -$85.4K -499 -8%
RBA
1145
Richard Bernstein Advisors
New York
$1.01M
NAMP
1146
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.01M +$77K +450 +9%
PAM
1147
Peak Asset Management
Colorado
$1.01M
SBWM
1148
Sunflower Bank Wealth Management
Arizona
$1.01M
PCM
1149
Pointe Capital Management
Michigan
$1M -$1.2K -7 -0.1%
IWS
1150
Insight Wealth Strategies
California
$1M +$1.71K +10 +0.2%

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.