We are live on ! Find out more
UNP icon

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
ACM
1426
Ativo Capital Management
Illinois
$532K
TSS
1427
Thomas Story & Son
Indiana
$529K
BAM
1428
Berkshire Asset Management
Pennsylvania
$528K -$91.2K -533 -15%
SIM
1429
SSI Investment Management
California
$527K -$1.54K -9 -0.3%
SC
1430
SRB Corp
Massachusetts
$527K +$23.3K +136 +5%
TAIM
1431
TD Ameritrade Investment Management
Nebraska
$521K -$513K -2,996 -51%
SHGA
1432
Sand Hill Global Advisors
California
$521K +$48.3K +282 +11%
SFA
1433
Sequoia Financial Advisors
Ohio
$519K -$357K -2,087 -42%
HCA
1434
Harbour Capital Advisors
Virginia
$517K
TL
1435
TrueWealth LLC
Georgia
$517K +$5.99K +35 +1%
VWM
1436
Valley Wealth Managers
New Jersey
$515K -$359K -2,096 -42%
FFA
1437
First Foundation Advisors
California
$514K -$64.9K -379 -12%
RMAM
1438
Raab & Moskowitz Asset Management
New Jersey
$513K
GC
1439
Garde Capital
Washington
$511K
ODCM
1440
Old Dominion Capital Management
Virginia
$511K
KC
1441
Kingfisher Capital
North Carolina
$509K +$2.23K +13 +0.5%
RM
1442
Resource Management
Louisiana
$508K +$7.36K +43 +2%
SFWC
1443
Strategic Family Wealth Counselors
New Jersey
$507K
AFM
1444
Anson Funds Management
Texas
$506K +$479K +2,800 New
MMHP
1445
Murphy Middleton Hinkle & Parker
Georgia
$505K
SCP
1446
Stamos Capital Partners
California
$500K -$40.2K -235 -8%
EF
1447
Empirical Finance
Pennsylvania
$500K +$166K +967 +54%
CMANY
1448
Capital Management Associates (New York)
New York
$498K +$129K +756 +38%
AWS
1449
Arkfeld Wealth Strategies
Nebraska
$493K +$521K +3,046 New
ISWM
1450
Independent Solutions Wealth Management
New York
$492K +$466K +2,722 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.