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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
GLLW
1451
Graves Light Lenhart Wealth
Virginia
$492K
MGIA
1452
Moneta Group Investment Advisors
Missouri
$490K +$11.6K +68 +3%
SFG
1453
Sunburst Financial Group
Alabama
$490K +$464K +2,712 New
NAS
1454
Nicolet Advisory Services
Wisconsin
$489K +$34.8K +203 +8%
TNB
1455
Thomasville National Bank
Georgia
$486K +$514 +3 +0.1%
PFG
1456
PAX Financial Group
Texas
$485K +$456K +2,664 New
BCM
1457
Brooktree Capital Management
Michigan
$484K +$458K +2,677 New
RIA
1458
Realta Investment Advisors
Delaware
$483K -$685 -4 -0.1%
LWAC
1459
Laurel Wealth Advisors (California)
California
$481K -$25.2K -147 -5%
PWP
1460
Principle Wealth Partners
Connecticut
$479K
MCWA
1461
Meadow Creek Wealth Advisors
Georgia
$478K +$453K +2,644 New
CP
1462
Cumberland Partners
Ontario, Canada
$477K -$112K -655 -20%
SLF
1463
Sun Life Financial
Ontario, Canada
$474K +$150K +876 +50%
EWM
1464
Edge Wealth Management
New York
$473K
OPA
1465
Old Port Advisors
Maine
$473K +$171 +1 +0%
GAG
1466
GM Advisory Group
New York
$472K -$314K -1,833 -41%
ICM
1467
IMS Capital Management
Oregon
$472K -$8.56K -50 -2%
TCM
1468
Traynor Capital Management
Pennsylvania
$472K +$1.54K +9 +0.3%
TFS
1469
TrustCore Financial Services
Tennessee
$472K +$194K +1,134 +77%
AFIA
1470
America First Investment Advisors
Nebraska
$471K
FPCP
1471
Fort Point Capital Partners
California
$471K
MPPLM
1472
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$470K -$509K -2,976 -44%
ACA
1473
Ackerman Capital Advisors
Texas
$470K
MIM
1474
Montgomery Investment Management
Maryland
$470K
B
1475
Brightworth
Georgia
$470K +$14.6K +85 +3%

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.