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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
PI
1151
Pettee Investors
Connecticut
$999K -$4.28K -25 -0.5%
Group One Trading
1152
Group One Trading
Illinois
$997K +$379K +2,212 +67%
ZB
1153
Zions Bancorporation
Utah
$993K +$18.3K +107 +2%
LS
1154
Livforsakringsbolaget Skandia
Sweden
$987K -$1.56M -9,100 -62%
LB
1155
Legacy Bridge
Iowa
$987K +$53.2K +311 +6%
UR
1156
USCA RIA
Texas
$984K -$211K -1,232 -18%
GDP
1157
Great Diamond Partners
Maine
$984K +$933K +5,447 New
FMWA
1158
Forvis Mazars Wealth Advisors
Missouri
$982K +$119K +698 +15%
MSAM
1159
Moloney Securities Asset Management
Missouri
$980K +$7.36K +43 +0.8%
M
1160
Mirova
France
$977K +$625K +3,649 +208%
SWM
1161
SeaCrest Wealth Management
New York
$976K +$104K +605 +13%
HFS
1162
Haverford Financial Services
Pennsylvania
$975K
HBT
1163
Hills Bank & Trust
Iowa
$973K
MA
1164
Mutual Advisors
Nebraska
$968K -$107K -624 -10%
HPIA
1165
Hamilton Point Investment Advisors
North Carolina
$968K
CCA
1166
Conestoga Capital Advisors
Pennsylvania
$964K
TNBTD
1167
Trustmark National Bank Trust Department
Mississippi
$961K
TW
1168
Transform Wealth
Colorado
$960K +$257K +1,501 +39%
TW
1169
TrinityPoint Wealth
Connecticut
$955K -$11.3K -66 -1%
CBU
1170
CIBC Bank USA
Illinois
$954K -$53.9K -315 -6%
WR
1171
Watson Rebecca
$954K +$903K +5,276 New
MFG
1172
Merit Financial Group
Georgia
$954K +$904K +5,278 New
MCM
1173
Maple Capital Management
Vermont
$948K -$17.3K -101 -2%
RS
1174
Robeco Schweiz
Switzerland
$943K
SBSB
1175
Sullivan, Bruyette, Speros & Blaney
Virginia
$940K +$56K +327 +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.