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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
GIA
1501
Granite Investment Advisors
New Hampshire
$435K
OAM
1502
Oxford Asset Management
United Kingdom
$434K -$2.24M -13,058 -84%
SMG
1503
Spectrum Management Group
Indiana
$434K
WI
1504
Wintrust Investments
Illinois
$434K +$342 +2 +0.1%
FFIC
1505
First Fiduciary Investment Counsel
Ohio
$434K +$411K +2,400 New
TCM
1506
Tufton Capital Management
Maryland
$433K
SSWG
1507
Seven Springs Wealth Group
Tennessee
$433K +$410K +2,395 New
PVH
1508
Psagot Value Holdings
Israel
$432K -$180K -1,050 -31%
FEM
1509
Fulcrum Equity Management
Texas
$432K -$2.57K -15 -0.6%
ECM
1510
EagleClaw Capital Management
Massachusetts
$430K
PVWM
1511
Point View Wealth Management
New Jersey
$429K -$3.08K -18 -0.8%
CAC
1512
Certified Advisory Corp
Florida
$428K +$2.23K +13 +0.6%
SFG
1513
StrategIQ Financial Group
Indiana
$428K +$2.4K +14 +0.6%
HIC
1514
Harvey Investment Company
Kentucky
$427K
VWM
1515
Vigilare Wealth Management
Arizona
$427K +$406K +2,370 New
TMAM
1516
Tokio Marine Asset Management
Japan
$426K +$33.2K +194 +9%
HFM
1517
Harvest Fund Management
China
$425K +$31.3K +183 +8%
CG
1518
CFO4Life Group
Texas
$424K -$14.7K -86 -4%
SVWAG
1519
Sound View Wealth Advisors Group
Georgia
$424K -$12.7K -74 -3%
CCM
1520
Carlson Capital Management
Minnesota
$423K +$685 +4 +0.2%
CAW
1521
Cornerstone Advisors (Washington)
Washington
$423K +$20.9K +122 +5%
MIC
1522
Means Investment Company
Maine
$421K -$157K -918 -29%
HPWM
1523
Highland Private Wealth Management
Washington
$421K +$23.5K +137 +6%
LOAMS
1524
Lombard Odier Asset Management (Switzerland)
Switzerland
$417K +$395K +2,307 New
AA
1525
Argent Advisors
Louisiana
$417K +$395K +2,309 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.