We are live on ! Find out more
UNP icon

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
DA
1701
Duality Advisers
Florida
$267K -$6.79M -39,671 -96%
SCA
1702
Sippican Capital Advisors
Massachusetts
$267K
DAM
1703
Delta Asset Management
Tennessee
$266K
AW
1704
Avion Wealth
Texas
$264K -$442K -2,583 -64%
PSF
1705
Pacific Sun Financial
California
$264K
IIA
1706
ICW Investment Advisors
Arizona
$264K +$250K +1,458 New
DW
1707
Domani Wealth
Pennsylvania
$260K
Pacer Advisors
1708
Pacer Advisors
Pennsylvania
$258K -$12.8M -74,996 -98%
TCM
1709
Teza Capital Management
Illinois
$258K -$2.75M -16,055 -92%
HFP
1710
Holistic Financial Partners
Indiana
$258K -$33.6K -196 -12%
GEA
1711
Glen Eagle Advisors
New Jersey
$258K +$35.3K +206 +17%
CWM
1712
Campbell Wealth Management
Virginia
$257K
LWM
1713
Lyell Wealth Management
California
$257K
AAM
1714
Aureus Asset Management
Massachusetts
$257K +$243K +1,422 New
ACP
1715
Arcus Capital Partners
Georgia
$256K +$243K +1,419 New
BCA
1716
Berman Capital Advisors
Georgia
$255K +$171 +1 +0.1%
PMFA
1717
Plante Moran Financial Advisors
Michigan
$255K +$7.19K +42 +3%
HWA
1718
HCR Wealth Advisors
California
$255K +$241K +1,408 New
GP
1719
Geneva Partners
Wisconsin
$254K -$94.8K -554 -28%
JA
1720
JOYN Advisors
Georgia
$254K -$5.65K -33 -2%
QC
1721
Quadrature Capital
United Kingdom
$253K -$25.4M -148,499 -99%
AWM
1722
Adams Wealth Management
Utah
$253K +$240K +1,400 New
O
1723
Ossiam
France
$251K -$299K -1,748 -56%
GCM
1724
Gables Capital Management
Florida
$251K
AP
1725
Advisors Preferred
Maryland
$251K +$238K +1,389 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.