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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
ACG
1401
Allen Capital Group
Nebraska
$560K +$40.7K +238 +8%
LWMM
1402
Legacy Wealth Management (Mississippi)
Mississippi
$559K +$530K +3,093 New
HL
1403
HeadInvest LLC
Maine
$556K
CL
1404
CIM LLC
New York
$555K +$23.6K +138 +5%
ACM
1405
Advisors Capital Management
New Jersey
$554K +$23.8K +139 +5%
AIM
1406
Axiom Investment Management
New York
$552K -$824K -4,814 -61%
AC
1407
Alexandria Capital
Virginia
$552K
PBO
1408
Peoples Bank (Ohio)
Ohio
$548K -$46.7K -273 -8%
MFG
1409
Magnus Financial Group
New York
$547K +$8.56K +50 +2%
SDWIA
1410
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$545K
AssetMark Inc
1411
AssetMark Inc
California
$544K +$12.7K +74 +3%
WAM
1412
Wolverine Asset Management
Illinois
$542K -$6.76M -39,500 -93%
ACM
1413
AlphaStar Capital Management
North Carolina
$542K +$4.28K +25 +0.8%
CIG
1414
Cairn Investment Group
Washington
$542K +$514K +3,000 New
TAM
1415
Trillium Asset Management
Massachusetts
$540K -$277K -1,619 -35%
IA
1416
IFG Advisors
Missouri
$540K
NVIM
1417
New Vernon Investment Management
Illinois
$540K
SWM
1418
SVA Wealth Management
Wisconsin
$539K
CPO
1419
Cerity Partners OCIO
New York
$538K +$190K +1,111 +61%
EI
1420
Ethic Inc
New York
$538K +$509K +2,974 New
GW
1421
GW & Wade
Massachusetts
$537K -$24.8K -145 -5%
IEFM
1422
IQ EQ Fund Management
Ireland
$535K -$56.2K -328 -10%
DWA
1423
Dougherty Wealth Advisers
Minnesota
$535K
OAM
1424
Optimal Asset Management
California
$535K +$507K +2,960 New
EP
1425
Eudaimonia Partners
Tennessee
$535K +$507K +2,963 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.