We are live on ! Find out more
UNP icon

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
Aberdeen Group
101
Aberdeen Group
United Kingdom
$135M -$1.5M -8,789 -1%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$134M +$10.1M +58,934 +9%
MAM
103
Magellan Asset Management
Australia
$133M +$9.46M +55,243 +8%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$128M -$25.6M -149,400 -17%
AT
105
AMF Tjänstepension
Sweden
$124M +$20M +116,601 +21%
CIC
106
Chilton Investment Company
Connecticut
$123M +$14M +81,603 +14%
Canada Life
107
Canada Life
Manitoba, Canada
$122M -$6.67M -38,971 -5%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$121M -$7.78M -45,467 -6%
Prudential Financial
109
Prudential Financial
New Jersey
$121M -$15.6M -91,321 -12%
MSV
110
MN Services Vermogensbeheer
Netherlands
$119M +$3.7M +21,600 +3%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$119M -$5.64M -32,917 -5%
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$117M +$62.8M +367,030 +130%
AG
113
Aperio Group
California
$116M +$451K +2,637 +0.4%
FAM
114
Fred Alger Management
New York
$115M -$18.1M -105,588 -14%
Victory Capital Management
115
Victory Capital Management
Texas
$113M -$21.5M -125,350 -17%
WIM
116
Waverton Investment Management
United Kingdom
$112M -$5.06M -29,558 -5%
Citigroup
117
Citigroup
New York
$112M -$7.89M -46,114 -7%
Bank of Nova Scotia
118
Bank of Nova Scotia
Ontario, Canada
$112M +$39.5M +230,942 +59%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$112M -$8.09M -47,258 -7%
WHRC
120
W.H. Reaves & Co
New Jersey
$112M -$702K -4,100 -0.7%
CB
121
Commerce Bank
Missouri
$109M -$1.66M -9,713 -2%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$108M -$1.62M -9,469 -2%
Westfield Capital Management
123
Westfield Capital Management
Massachusetts
$104M +$5.99M +34,997 +6%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$104M +$6.34M +37,029 +7%
BTW
125
Boston Trust Walden
Massachusetts
$98.3M -$1.28M -7,450 -1%

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.