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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
MFW
1376
Mosaic Family Wealth
Missouri
$594K +$4.79K +28 +0.9%
LHC
1377
Little House Capital
Massachusetts
$593K -$736K -4,297 -57%
RW
1378
REDW Wealth
New Mexico
$592K +$514 +3 +0.1%
Rafferty Asset Management
1379
Rafferty Asset Management
New York
$591K +$148K +864 +36%
PSC
1380
Prentiss Smith & Co
Vermont
$587K -$4.45K -26 -0.8%
PTB
1381
Pioneer Trust Bank
Oregon
$587K
TC
1382
TwinBeech Capital
New York
$585K +$554K +3,234 New
BFIC
1383
Bedell Frazier Investment Counselling
California
$583K
SIA
1384
Starfire Investment Advisers
Michigan
$582K
CBA
1385
Coastal Bridge Advisors
Connecticut
$581K -$10.1K -59 -2%
CC
1386
Chicago Capital
Illinois
$579K -$24.7K -144 -4%
GCM
1387
Grisanti Capital Management
New York
$579K
FMLI
1388
Fukoku Mutual Life Insurance
Japan
$579K +$68.5K +400 +14%
SIC
1389
Salem Investment Counselors
North Carolina
$579K +$104K +609 +23%
PTC
1390
Philadelphia Trust Company
Pennsylvania
$577K -$15.1K -88 -3%
SIG
1391
Sargent Investment Group
Maryland
$575K
RCA
1392
Ranch Capital Advisors
Florida
$574K
CPSC
1393
Carl P. Sherr & Co
Massachusetts
$573K +$543K +3,170 New
BPWA
1394
Beacon Pointe Wealth Advisors
California
$565K +$22.8K +133 +4%
KCM
1395
Kanawha Capital Management
Virginia
$564K -$7.7K -45 -1%
VVP
1396
Venture Visionary Partners
Ohio
$564K +$534K +3,122 New
IBOK
1397
Independence Bank of Kentucky
Kentucky
$563K -$4.28K -25 -0.8%
C
1398
Cerebellum
California
$563K +$89K +520 +20%
FFN
1399
Focus Financial Network
Minnesota
$563K +$1.2K +7 +0.2%
KA
1400
Kovack Advisors
Florida
$562K +$81.3K +475 +18%

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.