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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
FWM
1751
FSA Wealth Management
Massachusetts
$235K +$223K +1,300 New
HIM
1752
Harbour Investment Management
Washington
$234K
CC
1753
Caxton Corporation
New Jersey
$234K +$685 +4 +0.3%
SWA
1754
SFMG Wealth Advisors
Texas
$230K -$2.74K -16 -1%
VCP
1755
Vista Capital Partners
Oregon
$230K
BWP
1756
Bernardo Wealth Planning
Pennsylvania
$229K
EI
1757
Ellevest Inc
New York
$229K +$22.8K +133 +12%
ACM
1758
Anfield Capital Management
California
$229K +$212K +1,239 New
WAAG
1759
Wealth Alliance Advisory Group
Kansas
$228K -$10.1K -59 -4%
CNB
1760
Camden National Bank
Maine
$228K +$216K +1,261 New
MWPCG
1761
Measured Wealth Private Client Group
New Hampshire
$227K -$6.68K -39 -3%
SAA
1762
Southeast Asset Advisors
Georgia
$227K +$171 +1 +0.1%
IRAG
1763
Investment Research & Advisory Group
Georgia
$227K +$215K +1,255 New
BBA
1764
Braun-Bostich & Associates
Pennsylvania
$226K -$84.9K -496 -29%
AIC
1765
Ameritas Investment Company
Nebraska
$226K -$25.7K -150 -11%
BONST
1766
Bank of Nova Scotia Trust
Ontario, Canada
$226K -$7.19K -42 -3%
ACM
1767
Argent Capital Management
Missouri
$226K
PHAM
1768
Palisades Hudson Asset Management
Florida
$226K
JFGIW
1769
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$225K -$248K -1,446 -54%
SFWA
1770
Summit Financial Wealth Advisors
Louisiana
$225K -$32.7K -191 -13%
HDIM
1771
Hanson & Doremus Investment Management
Vermont
$225K
FAM
1772
Formidable Asset Management
Ohio
$225K +$211K +1,234 New
CDH
1773
Charles D. Hyman
$225K +$213K +1,245 New
GIA
1774
GHP Investment Advisors
Colorado
$224K -$27.6K -161 -11%
AA
1775
Alesco Advisors
New York
$224K -$2.74K -16 -1%

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.