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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
GSBTD
1776
Glenview State Bank Trust Department
Illinois
$223K
RWM
1777
Ritholtz Wealth Management
New York
$223K +$211K +1,235 New
PMG
1778
ProVise Management Group
Florida
$222K -$240K -1,401 -53%
PCMC
1779
Private Capital Management (Colorado)
Colorado
$222K
GVAG
1780
Great Valley Advisor Group
Delaware
$221K -$295K -1,726 -59%
PC
1781
Port Capital
Illinois
$221K +$209K +1,220 New
LWM
1782
Lenox Wealth Management
Ohio
$220K +$16.4K +96 +9%
MAA
1783
Mraz Amerine & Associates
California
$220K +$208K +1,215 New
VFP
1784
Verus Financial Partners
Virginia
$220K +$209K +1,218 New
TF
1785
TRH Financial
Iowa
$220K +$211K +1,233 New
WAP
1786
Wealthcare Advisory Partners
Pennsylvania
$219K -$26.7K -156 -11%
POIA
1787
Pin Oak Investment Advisors
Texas
$219K
BL
1788
Balentine LLC
Georgia
$219K +$177K +1,031 +566%
ESBC
1789
E.S. Barr & Co
Kentucky
$219K +$207K +1,210 New
CST
1790
Charles Schwab Trust
Nevada
$218K +$207K +1,207 New
MIAS
1791
Mason Investment Advisory Services
Virginia
$217K +$206K +1,202 New
SA
1792
SRH Advisors
Kansas
$217K
AIM
1793
Aspen Investment Management
Michigan
$217K +$205K +1,200 New
HFRG
1794
Houlihan Financial Resource Group
Virginia
$217K +$205K +1,200 New
MCC
1795
Malaga Cove Capital
California
$217K +$205K +1,200 New
FNBTCON
1796
First National Bank & Trust Co of Newtown
Pennsylvania
$216K +$204K +1,194 New
NQWM
1797
Northwest Quadrant Wealth Management
Oregon
$216K +$205K +1,196 New
DBRC
1798
D.B. Root & Company
Pennsylvania
$215K +$204K +1,191 New
SWA
1799
Stratos Wealth Advisors
Ohio
$214K -$85.8K -501 -30%
FUBT
1800
First United Bank & Trust
Maryland
$214K -$33.4K -195 -14%

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.