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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
LC
1601
Lindbrook Capital
California
$348K +$18.7K +109 +6%
PWPS
1602
Pinnacle Wealth Planning Services
Ohio
$345K +$83.4K +487 +34%
FPS
1603
Fieldpoint Private Securities
Connecticut
$344K
W
1604
Wealthquest
Ohio
$343K -$342 -2 -0.1%
SC
1605
Sawyer & Company
Massachusetts
$342K
SPL
1606
Smart Portfolios LLC
Washington
$341K
DA
1607
DSC Advisors
Illinois
$341K +$22.9K +134 +8%
RFM
1608
Royal Fund Management
Florida
$340K +$2.57K +15 +0.8%
CIA
1609
CSat Investment Advisory
Michigan
$340K +$97.6K +570 +43%
LWM
1610
Laidlaw Wealth Management
New York
$339K +$321K +1,874 New
WTFG
1611
Wells Trecaso Financial Group
Ohio
$338K -$22.1K -129 -6%
MAM
1612
Marotta Asset Management
Virginia
$338K +$321K +1,873 New
GAM
1613
Grandview Asset Management
Pennsylvania
$337K -$124K -724 -28%
KF
1614
Krilogy Financial
Missouri
$337K -$22.8K -133 -7%
BOS
1615
Bank of Stockton
California
$337K
TI
1616
Tidal Investments
Wisconsin
$337K +$97.2K +568 +44%
SIC
1617
Samalin Investment Counsel
New York
$337K +$320K +1,868 New
LFA
1618
Legacy Financial Advisors
Kentucky
$332K -$36.5K -213 -10%
TFA
1619
Teamwork Financial Advisors
Texas
$331K +$313K +1,828 New
NWM
1620
Northwest Wealth Management
Iowa
$330K -$185K -1,079 -37%
HWA
1621
HHM Wealth Advisors
Tennessee
$330K -$36.1K -211 -10%
MSS
1622
Mitchell Sinkler & Starr
Pennsylvania
$330K
MIM
1623
Macroview Investment Management
Maryland
$328K
AFP
1624
Ausdal Financial Partners
Iowa
$326K -$116K -677 -27%
PG
1625
Patten Group
Tennessee
$325K -$56.5K -330 -15%

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.