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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
MCM
1301
Mengis Capital Management
Oregon
$701K -$85.6K -500 -11%
1SB
1302
1ST Source Bank
Indiana
$699K +$7.02K +41 +1%
TIA
1303
Traphagen Investment Advisors
New Jersey
$697K
LSAG
1304
Lake Street Advisors Group
New Hampshire
$697K +$5.31K +31 +0.8%
WPC
1305
Waters Parkerson & Co
Louisiana
$695K +$22.9K +134 +4%
ECM
1306
ExodusPoint Capital Management
New York
$694K -$2.95M -17,244 -82%
AFC
1307
AFT Forsyth & Company
Florida
$694K -$11K -64 -2%
CHP
1308
Cable Hill Partners
Oregon
$693K +$228K +1,329 +53%
BSA
1309
Bull Street Advisors
Georgia
$688K +$8.56K +50 +1%
BCM
1310
Brookstone Capital Management
Illinois
$686K +$152K +885 +30%
IWC
1311
Integrated Wealth Concepts
Massachusetts
$685K +$46.6K +272 +8%
BI
1312
Ballast Inc
Kentucky
$682K -$30.8K -180 -5%
NB
1313
Nicolet Bankshares
Wisconsin
$680K -$12K -70 -2%
BWA
1314
Burt Wealth Advisors
Maryland
$675K
GLR
1315
Great Lakes Retirement
Ohio
$674K +$642K +3,752 New
SW
1316
SteelPeak Wealth
California
$673K +$637K +3,723 New
CII
1317
Capital International Inc
California
$672K +$636K +3,715 New
WCM
1318
Windward Capital Management
California
$666K -$4.11K -24 -0.6%
JCM
1319
Jacobsen Capital Management
Utah
$663K -$7.7K -45 -1%
VWA
1320
Visionary Wealth Advisors
Illinois
$663K +$628K +3,669 New
PL
1321
Perpetual Ltd
Australia
$661K
WRM
1322
Weybosset Research & Management
Rhode Island
$660K
EMG
1323
ETF Managers Group
New Jersey
$659K -$223K -1,302 -26%
BCM
1324
Brown Capital Management
Maryland
$659K -$8.22K -48 -1%
AIM
1325
Aurora Investment Managers
Florida
$657K +$622K +3,636 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.