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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
TC
1576
Truvestments Capital
Florida
$371K
GLI
1577
Guardian Life Insurance
New York
$370K -$3.08K -18 -0.9%
FLII
1578
First Long Island Investors
New York
$370K
DI
1579
Diligent Investors
California
$370K +$3.6K +21 +1%
AIP
1580
Almanack Investment Partners
Pennsylvania
$367K -$36.3K -212 -9%
GA
1581
Greenhaven Associates
New York
$367K
LSPW
1582
Lake Street Private Wealth
Illinois
$366K +$49.8K +291 +17%
WC
1583
Woodstock Corp
Massachusetts
$365K
TSW
1584
Thompson Siegel & Walmsley
Virginia
$365K +$39.7K +232 +13%
NP
1585
NorthRock Partners
Minnesota
$364K -$32K -187 -9%
FMTC
1586
Farmers & Merchants Trust Company
California
$364K +$6.85K +40 +2%
ACM
1587
Armbruster Capital Management
New York
$362K
BIM
1588
Bridgecreek Investment Management
Oklahoma
$362K
CLOS
1589
Compagnie Lombard Odier SCmA
Switzerland
$362K
RVPG
1590
Relative Value Partners Group
$362K
BCM
1591
Blume Capital Management
California
$361K -$17.1K -100 -5%
SAM
1592
Secure Asset Management
Michigan
$361K +$342K +1,995 New
CRCM
1593
Corbett Road Capital Management
Virginia
$359K +$3.4M +19,877 New
WQ
1594
Wealth Quarterback
New Jersey
$357K +$338K +1,975 New
MOS
1595
MGO One Seven
Ohio
$356K +$15.6K +91 +5%
KFI
1596
Key Financial Inc
Pennsylvania
$356K +$337K +1,970 New
CMO
1597
Covenant Multifamily Offices
Texas
$354K +$3.11M +18,194 New
LDFR
1598
Lehman & Derafelo Financial Resources
Pennsylvania
$352K +$27.7K +162 +9%
SCI
1599
Stableford Capital II
Arizona
$350K -$856 -5 -0.3%
PPP
1600
Private Portfolio Partners
New Jersey
$348K -$36.5K -213 -10%

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.