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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
CAAS
1676
Capital Asset Advisory Services
Michigan
$286K +$267K +1,558 New
UCMOK
1677
United Capital Management of KS
Kansas
$285K -$18K -105 -6%
CIS
1678
Connors Investor Services
Pennsylvania
$285K -$8.56K -50 -3%
APW
1679
Austin Private Wealth
Texas
$285K +$270K +1,575 New
FSC
1680
Full Sail Capital
Oklahoma
$284K -$24K -140 -8%
AIM
1681
AMI Investment Management
Indiana
$284K
FHA
1682
Flagship Harbor Advisors
Massachusetts
$283K -$4.62K -27 -2%
GRQ
1683
Gardner Russo & Quinn
Pennsylvania
$282K
GFP
1684
Gryphon Financial Partners
Ohio
$282K +$19.3K +113 +8%
ANB
1685
Amarillo National Bank
Texas
$281K -$8.56K -50 -3%
TCM
1686
Tradewinds Capital Management
Washington
$281K
CPSAC
1687
Chas P. Smith & Associates (CPS)
Florida
$280K
SWM
1688
Stockman Wealth Management
Montana
$277K -$22.1K -129 -8%
DWM
1689
Darwin Wealth Management
Florida
$276K -$2.68M -15,633 -91%
FIM
1690
Frontier Investment Management
Texas
$275K +$260K +1,519 New
CHC
1691
City Holding Co
West Virginia
$274K
CAMG
1692
CWA Asset Management Group
Florida
$274K +$42.1K +246 +19%
SHWM
1693
Smith & Howard Wealth Management
Georgia
$274K +$259K +1,513 New
FPFS
1694
First Personal Financial Services
North Carolina
$272K -$35.3K -206 -12%
BCWM
1695
Blue Chip Wealth Management
Florida
$272K +$1.37K +8 +0.5%
EGA
1696
E&G Advisors
Texas
$271K
LA
1697
Lau Associates
Delaware
$271K
MCA
1698
Mercer Capital Advisers
New Jersey
$271K
HR
1699
Hardy Reed
Mississippi
$269K +$1.88K +11 +0.7%
MPW
1700
Monterey Private Wealth
California
$268K +$254K +1,482 New

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.