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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
HAIM
1651
Hunter Associates Investment Management
Pennsylvania
$305K +$10.3K +60 +4%
DDC
1652
DF Dent & Co
Maryland
$304K +$342 +2 +0.1%
VA
1653
Valmark Advisers
Ohio
$304K +$3.6K +21 +1%
FM
1654
Family Management
New York
$304K +$25.7K +150 +10%
CFW
1655
CA Family Wealth
California
$304K +$288K +1,683 New
BP
1656
BBR Partners
New York
$304K +$288K +1,684 New
CCMINC
1657
Cardinal Capital Management Inc (North Carolina)
North Carolina
$303K
FCIM
1658
Fairview Capital Investment Management
California
$303K
DC
1659
DeDora Capital
California
$302K -$233K -1,359 -45%
SCM
1660
Silvant Capital Management
Georgia
$300K
BWM
1661
BCS Wealth Management
Tennessee
$299K +$284K +1,656 New
FMTCOCP
1662
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$296K
MIC
1663
Meridian Investment Counsel
California
$296K
EBSAM
1664
Eubel Brady & Suttman Asset Management
Ohio
$295K -$68.5K -400 -20%
MCM
1665
McMillion Capital Management
North Carolina
$295K -$8.22K -48 -3%
FAM
1666
Fenimore Asset Management
New York
$295K
NBG
1667
Nancy B. Gardiner
$294K
OSNBOA
1668
Old Second National Bank of Aurora
Illinois
$290K +$36.5K +213 +15%
CFC
1669
Coyle Financial Counsel
Illinois
$289K -$136K -792 -33%
AWA
1670
Acorn Wealth Advisors
Michigan
$289K -$2.23K -13 -0.8%
JHP
1671
James Hambro & Partners
United Kingdom
$289K
NIT
1672
NumerixS Investment Technologies
British Columbia, Canada
$289K +$274K +1,598 New
CAN
1673
Claraphi Advisory Network
United States
$288K -$10.3K -60 -4%
Koshinski Asset Management
1674
Koshinski Asset Management
Illinois
$287K +$33K +193 +14%
CL
1675
CPWM LLC
Washington
$286K -$85.3K -498 -24%

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.