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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
GCC
1551
Guardian Capital (Canada)
Ontario, Canada
$398K
DHFB
1552
Dixon Hubard Feinour & Brown
Virginia
$396K
NFG
1553
Next Financial Group
Texas
$394K -$21.4K -125 -5%
SW
1554
SlateStone Wealth
Florida
$394K +$154K +899 +70%
EWM
1555
Evermay Wealth Management
Virginia
$394K +$373K +2,180 New
NIA
1556
Northstar Investment Advisors
Colorado
$392K
FFG
1557
Ford Financial Group
California
$392K +$68.5K +400 +23%
DA
1558
Detalus Advisors
Missouri
$392K +$371K +2,167 New
MS
1559
Madden Securities
Texas
$391K +$372K +2,170 New
NED
1560
Nancy E. Dempze
$390K -$4.28K -25 -1%
DACG
1561
Donor Advised Charitable Giving
California
$390K +$43.7K +255 +13%
DLCIG
1562
D.L. Carlson Investment Group
New Hampshire
$389K
SP
1563
Successful Portfolios
Florida
$389K +$1.71K +10 +0.5%
UWPG
1564
Ullmann Wealth Partners Group
Florida
$384K
NICM
1565
Neo Ivy Capital Management
New York
$381K -$992K -5,796 -73%
CYG
1566
Clean Yield Group
Vermont
$380K
SWG
1567
Summit Wealth Group
Vermont
$380K +$360K +2,102 New
FWM
1568
Focused Wealth Management
New York
$379K -$133K -778 -27%
SCM
1569
Stonebridge Capital Management
California
$378K -$10.3K -60 -3%
ATWA
1570
Arbor Trust Wealth Advisors
Michigan
$375K +$355K +2,075 New
BCM
1571
Brookmont Capital Management
Texas
$374K -$118K -692 -25%
JCM
1572
Janney Capital Management
Pennsylvania
$374K
Kovitz Investment Group Partners
1573
Kovitz Investment Group Partners
Illinois
$373K +$353K +2,062 New
KTC
1574
Kistler-Tiffany Companies
Pennsylvania
$372K -$86.8K -507 -20%
JAFL
1575
Jay A. Fishman Ltd
Michigan
$372K +$9.42K +55 +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.