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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
ACI
151
AMP Capital Investors
Australia
$74.4M -$7.88M -46,013 -10%
Asset Management One
152
Asset Management One
Japan
$71.7M -$704K -4,114 -1%
William Blair Investment Management
153
William Blair Investment Management
Illinois
$70.9M -$527K -3,076 -0.8%
Calamos Advisors
154
Calamos Advisors
Illinois
$69.5M +$17.1M +99,974 +35%
Robeco Institutional Asset Management
155
Robeco Institutional Asset Management
Netherlands
$68.9M -$70.4M -411,360 -52%
Dodge & Cox
156
Dodge & Cox
California
$68.5M -$1.92M -11,226 -3%
KeyBank National Association
157
KeyBank National Association
Ohio
$67.7M -$1.85M -10,782 -3%
KFC
158
Klingenstein Fields & Co
New York
$66.8M -$802K -4,685 -1%
Aviva
159
Aviva
United Kingdom
$65.6M -$15.5M -90,367 -20%
TPI
160
Tesco Pension Investment
United Kingdom
$64.9M +$5.9M +34,437 +11%
PWM
161
Perigon Wealth Management
California
$64.4M -$192K -1,122 -0.3%
Axa
162
Axa
France
$62.5M -$4.65M -27,160 -7%
MA
163
Marshfield Associates
District of Columbia
$62.5M +$5.7M +33,313 +11%
UCFA
164
United Capital Financial Advisors
Texas
$62.4M +$2.27M +13,266 +4%
PPC
165
Park Presidio Capital
California
$62.4M -$5.14M -30,000 -8%
Fiera Capital (Canada)
166
Fiera Capital (Canada)
Quebec, Canada
$61.5M +$3.12M +18,202 +6%
AQR Capital Management
167
AQR Capital Management
Connecticut
$60.7M -$16.2M -94,614 -22%
Mackenzie Financial
168
Mackenzie Financial
Ontario, Canada
$60.5M -$11.3M -65,828 -16%
DC
169
Davenport & Co
Virginia
$59.8M -$407K -2,376 -0.7%
SCM
170
Sirios Capital Management
Massachusetts
$59.1M +$5.77M +33,712 +11%
SC
171
Skylands Capital
Wisconsin
$58.9M -$9.53M -55,690 -15%
EAM
172
Eagle Asset Management
Florida
$57.3M -$6.96M -40,661 -11%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$57.1M -$2.8M -16,375 -5%
BFS
174
Bradley Foster & Sargent
Connecticut
$57M -$491K -2,866 -0.9%
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$56.1M -$496K -2,900 -0.9%

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.