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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
AW
1626
Alpha Windward
Massachusetts
$325K +$5.14K +30 +2%
MWM
1627
Mattern Wealth Management
Kansas
$325K +$308K +1,799 New
SSG
1628
Summit Securities Group
New York
$325K +$308K +1,800 New
BFC
1629
Bedel Financial Consulting
Indiana
$324K -$55.5K -324 -15%
SG
1630
StoneX Group
New York
$324K -$31.7K -185 -9%
LC
1631
LCNB Corp
Ohio
$322K -$1.71K -10 -0.6%
SL
1632
Stevard LLC
Illinois
$319K +$302K +1,766 New
WCM
1633
Wedge Capital Management
North Carolina
$318K +$19.3K +113 +7%
AF
1634
Affiance Financial
Minnesota
$316K -$10.1K -59 -3%
MG
1635
Mather Group
Illinois
$316K +$299K +1,746 New
DCM
1636
Donaldson Capital Management
Indiana
$314K -$4.28K -25 -1%
AWM
1637
Aevitas Wealth Management
Massachusetts
$314K -$2.91K -17 -1%
RCA
1638
Resonant Capital Advisors
Wisconsin
$314K +$298K +1,738 New
PAS
1639
Partnervest Advisory Services
California
$313K -$165K -963 -36%
SC
1640
Searle & Co
Connecticut
$313K
Alyeska Investment Group
1641
Alyeska Investment Group
Illinois
$313K +$296K +1,731 New
UAS
1642
United Asset Strategies
New York
$312K -$40.9K -239 -12%
SB
1643
Strategic Blueprint
Georgia
$312K
APW
1644
Acima Private Wealth
Virginia
$312K +$25.7K +150 +10%
CA
1645
Calton & Associates
Florida
$311K +$5.48K +32 +2%
PWM
1646
PBMares Wealth Management
Virginia
$311K +$294K +1,718 New
LA
1647
LVW Advisors
New York
$310K
CFD
1648
Creative Financial Designs
Indiana
$305K -$1.03K -6 -0.4%
IC
1649
InterOcean Capital
Illinois
$305K
MKC
1650
M. Kraus & Co
Vermont
$305K

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.