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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
BWM
1201
BigSur Wealth Management
Florida
$869K
EA
1202
Elm Advisors
California
$868K
CFFP
1203
Center for Financial Planning
Michigan
$867K +$821K +4,794 New
EM
1204
Excalibur Management
Massachusetts
$867K +$821K +4,795 New
KLCM
1205
KG&L Capital Management
Louisiana
$866K +$165K +966 +25%
KWM
1206
Kingsview Wealth Management
Oregon
$866K +$229K +1,336 +39%
AIA
1207
Angeles Investment Advisors
California
$859K +$30.8K +180 +4%
TRAM
1208
Tuscan Ridge Asset Management
Illinois
$859K +$445K +2,600 +121%
DI
1209
DAGCO Inc
Ohio
$856K +$342 +2 +0%
NPA
1210
Nichols & Pratt Advisers
Massachusetts
$854K -$291K -1,700 -26%
TYCC
1211
Texas Yale Capital Corp
Florida
$854K
SFG
1212
SevenBridge Financial Group
Pennsylvania
$850K +$24K +140 +3%
CEP
1213
Chicago Equity Partners
Illinois
$848K -$4.04M -23,620 -83%
TWM
1214
Torch Wealth Management
Ohio
$847K +$3.42K +20 +0.4%
PP
1215
Patten & Patten
Tennessee
$846K
BFPW
1216
BOK Financial Private Wealth
Colorado
$846K +$802K +4,682 New
AFWM
1217
AMJ Financial Wealth Management
Virginia
$844K +$799K +4,668 New
CT
1218
Columbia Trust
Oregon
$844K +$800K +4,674 New
RCG
1219
Ruane, Cunniff & Goldfarb
New York
$843K -$289K -1,686 -27%
VCM
1220
Violich Capital Management
California
$842K -$17.1K -100 -2%
BI
1221
Bredin Investment
Delaware
$841K
BCM
1222
Boltwood Capital Management
California
$836K
KCM
1223
Kendall Capital Management
Maryland
$834K -$13.4K -78 -2%
EFSCE
1224
Enterprise Financial Services Corp (EFSC)
Missouri
$834K +$2.4K +14 +0.3%
IP
1225
Isthmus Partners
Wisconsin
$833K -$85.6K -500 -10%

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.