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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
JWM
1276
Jackson Wealth Management
Florida
$730K +$42.3K +247 +7%
SMH
1277
Sanders Morris Harris
Texas
$729K -$17.1K -100 -2%
VC
1278
Veracity Capital
Georgia
$724K +$686K +4,005 New
DSAM
1279
Dock Street Asset Management
Florida
$723K
KPW
1280
Kore Private Wealth
New York
$721K -$38K -222 -5%
SFSIG
1281
San Francisco Sentry Investment Group
California
$720K -$632K -3,689 -48%
FCB
1282
First Command Bank
Texas
$720K
FCFS
1283
First Command Financial Services
Texas
$720K
CWM
1284
Centric Wealth Management
Illinois
$718K +$28.4K +166 +4%
HFS
1285
Howard Financial Services
Texas
$717K +$1.2K +7 +0.2%
AIL
1286
AGF Investments LLC
Ontario, Canada
$716K -$27.4K -160 -4%
GLA
1287
Good Life Advisors
Pennsylvania
$716K +$3.42K +20 +0.5%
JIP
1288
Jaffetilchin Investment Partners
Florida
$715K +$22.9K +134 +4%
NERM
1289
New England Research & Management
Illinois
$714K
CAG
1290
Crestwood Advisors Group
Massachusetts
$712K -$158K -920 -19%
BPCE
1291
Bank Pictet & Cie (Europe)
Germany
$711K -$81.3K -475 -11%
MC
1292
Montag & Caldwell
Georgia
$711K
AHB
1293
Abner Herrman & Brock
New Jersey
$709K -$15.9K -93 -2%
CRWM
1294
Castle Rock Wealth Management
California
$709K +$78.1K +456 +13%
TFF
1295
The Family Firm
Maryland
$706K -$15.4K -90 -2%
ISB
1296
Iowa State Bank
Iowa
$706K
CFMC
1297
Curbstone Financial Management Corp
New Hampshire
$703K
FNBOH
1298
First National Bank of Hutchinson
Kansas
$703K +$256K +1,497 +63%
JFL
1299
Jarislowsky, Fraser Ltd
Quebec, Canada
$702K
OCM
1300
Orser Capital Management
Texas
$702K +$17.1K +100 +3%

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.