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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
GG
1826
Gleason Group
Kentucky
$202K +$191K +1,117 New
C
1827
Certuity
Florida
$202K +$192K +1,120 New
CA
1828
Callahan Advisors
Texas
$201K -$46.7K -273 -20%
SWMG
1829
Sanchez Wealth Management Group
Florida
$201K +$190K +1,111 New
FFG
1830
Frisch Financial Group
New York
$200K +$189K +1,106 New
CA
1831
Cortland Associates
Missouri
$200K +$190K +1,109 New
Loomis, Sayles & Company
1832
Loomis, Sayles & Company
Massachusetts
$197K -$8.22K -48 -4%
HI
1833
Hudock Inc
Pennsylvania
$195K
MA
1834
MCF Advisors
Kentucky
$194K -$4.11K -24 -2%
MAM
1835
Marquette Asset Management
Minnesota
$189K -$17.1K -100 -9%
CAL
1836
Capital Analysts LLC
Pennsylvania
$187K +$171 +1 +0.1%
FGAM
1837
Financial Gravity Asset Management
Texas
$181K -$8.39K -49 -26%
PA
1838
Procyon Advisors
Connecticut
$178K +$168K +982 New
BCI
1839
Brinker Capital Investments
Pennsylvania
$176K +$685 +4 +0.4%
ACA
1840
Atlas Capital Advisors
Wyoming
$175K -$14.6K -85 -8%
AWA
1841
Arkadios Wealth Advisors
Georgia
$175K +$162K +947 New
AWM
1842
Atticus Wealth Management
Florida
$173K +$163K +955 New
LWM
1843
Liberty Wealth Management
California
$170K +$1.03K +6 +0.6%
WFMPM
1844
Woodley Farra Manion Portfolio Management
Indiana
$170K +$161K +940 New
VCS
1845
Vaughan & Co Securities
New Jersey
$170K +$161K +940 New
CMA
1846
Cedar Mountain Advisors
Oregon
$168K +$159K +929 New
LWA
1847
Lenox Wealth Advisors
New York
$165K +$7.02K +41 +5%
RWB
1848
RMR Wealth Builders
New Jersey
$164K +$155K +908 New
CWA
1849
Capital Wealth Alliance
Arizona
$157K +$150K +875 New
ST
1850
Sageworth Trust
Pennsylvania
$154K

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.