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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
VFM
1726
Vivid Financial Management
California
$250K +$233K +1,361 New
SFG
1727
Summit Financial Group
West Virginia
$249K
VAM
1728
Verity Asset Management
North Carolina
$247K -$16.3K -95 -6%
RI
1729
Rudd International
Florida
$247K -$1.71K -10 -0.7%
LCP
1730
Legacy Capital Partners
Wisconsin
$247K
WCM
1731
Windsor Capital Management
Arizona
$247K +$685 +4 +0.3%
MWM
1732
Meridian Wealth Management
Kentucky
$247K +$11.8K +69 +5%
NCM
1733
Nelson Capital Management
California
$247K +$154K +900 +193%
CCM
1734
Chilton Capital Management
Texas
$246K +$233K +1,362 New
VAG
1735
VisionPoint Advisory Group
Texas
$245K -$145K -847 -39%
VCM
1736
Vision Capital Management
Oregon
$245K
HHGA
1737
Halbert Hargrove Global Advisors
California
$244K -$6.68K -39 -3%
GWCM
1738
Godshalk Welsh Capital Management
Pennsylvania
$244K
FBFS
1739
First Business Financial Services
Wisconsin
$243K +$230K +1,344 New
WPA
1740
West Paces Advisors
Georgia
$243K +$133K +775 +136%
NAM
1741
NTV Asset Management
West Virginia
$242K -$17.1K -100 -7%
TSS
1742
Two Sigma Securities
New York
$241K -$119K -698 -34%
FFA
1743
Fragasso Financial Advisors
Pennsylvania
$241K +$685 +4 +0.3%
CWM
1744
CCG Wealth Management
California
$241K +$228K +1,331 New
OAM
1745
Oak Asset Management
California
$239K
DWM
1746
Doyle Wealth Management
Florida
$238K +$225K +1,317 New
ECA
1747
Elevated Capital Advisors
Utah
$237K +$225K +1,312 New
KCPG
1748
Kavar Capital Partners Group
Kansas
$235K -$17.1K -100 -7%
TI
1749
Truepoint Inc
Ohio
$235K
SRC
1750
Sage Rhino Capital
California
$235K +$1.54K +9 +0.7%

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.