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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
CAS
1801
Cascadia Advisory Services
Oregon
$214K +$203K +1,184 New
FPGK
1802
Financial Partners Group (Kansas)
Kansas
$214K +$204K +1,192 New
KLI
1803
Kelman-Lazarov Inc
Tennessee
$213K +$202K +1,179 New
CC
1804
Capital Counsel
New York
$213K +$202K +1,180 New
ADL
1805
Asset Dedication LLC
California
$212K +$24.7K +144 +14%
MSR
1806
Main Street Research
Connecticut
$211K +$199K +1,165 New
CFA
1807
CWS Financial Advisors
Michigan
$211K +$200K +1,166 New
CIC
1808
Cornercap Investment Counsel
Georgia
$209K +$198K +1,154 New
HCM
1809
Hengehold Capital Management
Ohio
$209K +$198K +1,154 New
FMW
1810
Farr Miller & Washington
District of Columbia
$209K +$198K +1,158 New
LC
1811
Loews Corp
New York
$208K -$77K -450 -28%
CWS
1812
Cypress Wealth Services
California
$208K +$197K +1,152 New
ICP
1813
Ironvine Capital Partners
Nebraska
$206K +$195K +1,139 New
CP
1814
Camelot Portfolios
Ohio
$206K +$195K +1,140 New
PI
1815
Parkside Investments
Illinois
$206K +$195K +1,140 New
TC
1816
Tatro Capital
Kentucky
$206K +$195K +1,140 New
GHAM
1817
Gilman Hill Asset Management
Connecticut
$205K -$78.8K -460 -29%
FA
1818
FCG Advisors
New Jersey
$205K +$194K +1,134 New
MCM
1819
Maryland Capital Management
Maryland
$205K +$194K +1,134 New
PDM
1820
Penn Davis McFarland
Texas
$205K +$194K +1,134 New
HI
1821
Human Investing
Oregon
$204K
DBT
1822
Dubuque Bank & Trust
Iowa
$204K +$193K +1,127 New
CCM
1823
Colorado Capital Management
Colorado
$203K +$192K +1,124 New
AIM
1824
AIA Investment Management
Singapore
$202K -$163K -951 -46%
PCP
1825
Proficio Capital Partners
Massachusetts
$202K -$88K -514 -32%

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.