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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
NWP
1351
Northstar Wealth Partners
Connecticut
$626K -$15.4K -90 -3%
FDCC
1352
Foster Dykema Cabot & Co
Massachusetts
$624K
AWA
1353
ARS Wealth Advisors
Florida
$623K -$32.7K -191 -5%
MWM
1354
Mission Wealth Management
California
$621K -$26.7K -156 -4%
MWP
1355
MYCIO Wealth Partners
Pennsylvania
$619K
HCA
1356
Heck Capital Advisors
Wisconsin
$618K +$22.1K +129 +4%
BBA
1357
BLB&B Advisors
Pennsylvania
$616K +$21.6K +126 +4%
RCM
1358
RNC Capital Management
California
$616K +$125K +733 +27%
CIAS
1359
Capital Investment Advisory Services
North Carolina
$614K +$4.79K +28 +0.8%
TAM
1360
Tradition Asset Management
Virginia
$613K +$3.94K +23 +0.7%
AB
1361
Atlas Brown
Kentucky
$611K -$24.8K -145 -4%
KC
1362
Knuff & Co
California
$611K
PFGIA
1363
Patriot Financial Group Insurance Agency
Massachusetts
$611K +$201K +1,176 +53%
WIC
1364
Whitegate Investment Counselors
New Hampshire
$609K -$9.93K -58 -2%
FFBTD
1365
First Financial Bank - Trust Division
Ohio
$608K
AMG
1366
Advisors Management Group
Wisconsin
$608K +$5.99K +35 +1%
VCA
1367
Verdence Capital Advisors
Maryland
$605K -$242K -1,415 -30%
MA
1368
MONECO Advisors
Connecticut
$604K +$1.88K +11 +0.3%
CW
1369
CreativeOne Wealth
Kansas
$603K +$3.6K +21 +0.6%
RZH
1370
Relyea Zuckerberg Hanson
Connecticut
$603K +$571K +3,337 New
VST
1371
Van Strum & Towne
California
$602K -$18.8K -110 -3%
MFW
1372
Meristem Family Wealth
Minnesota
$601K -$8.39K -49 -1%
NEPPG
1373
New England Professional Planning Group
Rhode Island
$598K +$566K +3,306 New
SP
1374
Symmetry Partners
Connecticut
$595K -$641K -3,743 -53%
EWP
1375
Engrave Wealth Partners
Texas
$595K +$564K +3,292 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.