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
IA
1226
IFG Advisory
Georgia
$828K -$136K -797 -15%
FCM
1227
Firestone Capital Management
Florida
$827K +$783K +4,576 New
CFA
1228
Carroll Financial Associates
North Carolina
$826K -$180K -1,050 -19%
S
1229
SimplyRich
California
$825K
AWA
1230
Arete Wealth Advisors
Illinois
$823K -$12.3K -72 -2%
CIM
1231
CIM Investment Management
Pennsylvania
$823K
PFM
1232
Parsec Financial Management
North Carolina
$823K
LJAC
1233
L.J. Altfest & Co
New York
$823K +$4.11K +24 +0.5%
TTWM
1234
TCV Trust & Wealth Management
Virginia
$821K +$4.45K +26 +0.6%
GCM
1235
Gladius Capital Management
Illinois
$817K -$2.05M -11,983 -73%
CF
1236
Centaurus Financial
California
$816K +$13.9K +81 +2%
CB
1237
Community Bank
New York
$815K +$342 +2 +0%
SFSG
1238
Stearns Financial Services Group
North Carolina
$815K +$1.37K +8 +0.2%
PFBT
1239
Parkside Financial Bank & Trust
Missouri
$815K +$8.39K +49 +1%
ECG
1240
Edge Capital Group
Georgia
$814K -$49K -286 -6%
SXL
1241
Summit X LLC
Missouri
$812K +$32.2K +188 +4%
WA
1242
Wambolt & Associates
Colorado
$811K -$1.71K -10 -0.2%
ARMT
1243
Amica Retiree Medical Trust
Rhode Island
$807K
PCA
1244
Peddock Capital Advisors
Massachusetts
$804K +$1.37K +8 +0.2%
GIM
1245
Goelzer Investment Management
Indiana
$801K -$2.74K -16 -0.4%
SW
1246
SkyOak Wealth
Michigan
$800K +$758K +4,426 New
SC
1247
Scholtz & Company
Connecticut
$795K
BRA
1248
Biechele Royce Advisors
Indiana
$789K
PA
1249
Parallel Advisors
California
$789K +$86.8K +507 +13%
MCCP
1250
Mission Creek Capital Partners
California
$778K +$737K +4,304 New

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.