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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
GC
1251
Grace Capital
Massachusetts
$777K -$17.1K -100 -2%
AIC
1252
Archer Investment Corporation
Indiana
$777K
SAM
1253
Strategy Asset Managers
California
$776K -$27.4K -160 -4%
ALAM
1254
Asahi Life Asset Management
Japan
$772K -$42.8K -250 -6%
MWM
1255
Minot Wealth Management
Massachusetts
$769K +$728K +4,252 New
PV
1256
Private Vista
Illinois
$768K +$2.91K +17 +0.4%
CC
1257
Courier Capital
New York
$767K -$2.23K -13 -0.3%
WPW
1258
Waldron Private Wealth
Pennsylvania
$764K -$96.2K -562 -12%
LWS
1259
Lucia Wealth Services
California
$763K +$74.6K +436 +12%
TA
1260
TCG Advisors
Texas
$760K +$3.25K +19 +0.5%
TSWM
1261
Triangle Securities Wealth Management
North Carolina
$760K +$5.14K +30 +0.7%
TP
1262
Tranquility Partners
Tennessee
$760K +$394K +2,303 +121%
BMA
1263
Brooks Moore & Associates
Tennessee
$759K -$5.99K -35 -0.8%
BG
1264
Berry Group
Massachusetts
$759K +$719K +4,200 New
IP
1265
Intellectus Partners
California
$756K +$17.5K +102 +2%
VHAM
1266
Van Hulzen Asset Management
California
$755K -$8.73K -51 -1%
BMM
1267
Buffington Mohr McNeal
Idaho
$755K
MJP
1268
Michael J. Puzo
$750K -$8.56K -50 -1%
HWA
1269
Heartwood Wealth Advisors
Virginia
$750K +$710K +4,148 New
FPA
1270
First Pacific Advisors
California
$741K
GAMC
1271
Garner Asset Management Corp
Texas
$735K
OIWM
1272
OptiFour Integrated Wealth Management
Virginia
$735K
SBL
1273
Sargent Bickham Lagudis
Colorado
$732K +$3.6K +21 +0.5%
ACP
1274
Aviance Capital Partners
Florida
$731K -$2.4K -14 -0.3%
IFWM
1275
Institute for Wealth Management
Colorado
$731K +$93.1K +544 +16%

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.