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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
AA
1476
Apriem Advisors
California
$469K
QAM
1477
QCI Asset Management
New York
$469K
9WM
1478
9258 Wealth Management
Ohio
$469K +$159K +928 +56%
VCM
1479
Versant Capital Management
Arizona
$467K -$14.9K -87 -3%
FWM
1480
Fairhaven Wealth Management
Illinois
$466K +$2.91K +17 +0.7%
PCG
1481
Private Capital Group
Connecticut
$465K -$49.6K -290 -10%
CAI
1482
Capital Advisors Inc
Oklahoma
$463K +$438K +2,559 New
MCA
1483
Magnolia Capital Advisors
Mississippi
$462K +$438K +2,560 New
FA
1484
Financial Advisors
Massachusetts
$461K +$4.28K +25 +1%
USGIU
1485
U.S. Global Investors (USGI)
Texas
$458K
WWM
1486
Western Wealth Management
Colorado
$456K +$39.4K +230 +10%
KWM
1487
Keebeck Wealth Management
Illinois
$455K +$431K +2,517 New
TIM
1488
Tortoise Investment Management
New York
$454K
MFG
1489
MidWestOne Financial Group
Iowa
$452K -$111K -651 -21%
DR
1490
Davis Rea
Ontario, Canada
$452K
CCM
1491
Carderock Capital Management
Maryland
$451K +$117K +682 +38%
CPC
1492
Congress Park Capital
New York
$449K +$856 +5 +0.2%
EWA
1493
Exencial Wealth Advisors
Oklahoma
$449K +$33.4K +195 +9%
BWM
1494
BerganKDV Wealth Management
Minnesota
$444K +$114K +668 +37%
QSS
1495
Quantitative Systematic Strategies
Florida
$443K -$1.62M -9,445 -79%
CWG
1496
Cornerstone Wealth Group
North Carolina
$443K
BL
1497
BFSG LLC
California
$443K +$36K +210 +9%
BWM
1498
Buckley Wealth Management
Nevada
$440K -$12.7K -74 -3%
WANY
1499
Wealthspire Advisors (New York)
New York
$439K +$100K +585 +32%
SWK
1500
Stephen W. Kidder
$436K -$6.51K -38 -2%

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.