We are live on ! Find out more
UNP icon

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
BAM
1851
Bellevue Asset Management
Washington
$154K +$146K +850 New
GAM
1852
Gemmer Asset Management
California
$153K -$35.1K -205 -20%
WOC
1853
West Oak Capital
California
$153K
AP
1854
Arlington Partners
Alabama
$150K -$23.1K -135 -14%
TF
1855
TimeScale Financial
Massachusetts
$150K -$13.7K -80 -9%
JWA
1856
JFS Wealth Advisors
Pennsylvania
$149K -$120K -700 -46%
GFPC
1857
Global Financial Private Client
Florida
$146K +$138K +805 New
AIM
1858
Acropolis Investment Management
Missouri
$145K
WAM
1859
Westport Asset Management
Connecticut
$145K
CI
1860
CX Institutional
Indiana
$144K +$4.62K +27 +4%
AP
1861
Atwood & Palmer
Missouri
$140K
RTC
1862
Riverview Trust Company
Washington
$139K
BEI
1863
Benjamin Edwards Inc
Missouri
$138K -$2.91K -17 -2%
CA
1864
Crewe Advisors
Utah
$136K -$83K -485 -39%
PCM
1865
Penserra Capital Management
California
$132K +$3.94K +23 +3%
PCIA
1866
Prime Capital Investment Advisors
Kansas
$127K -$3.94K -23 -3%
FCA
1867
FinTrust Capital Advisors
South Carolina
$124K -$12K -70 -9%
JFA
1868
JNBA Financial Advisors
Minnesota
$124K +$7.02K +41 +6%
JSC
1869
Jackson Square Capital
California
$124K +$117K +685 New
TFA
1870
Toth Financial Advisory
Virginia
$122K -$469K -2,740 -80%
TT
1871
TI-Trust
Illinois
$118K +$112K +653 New
AA
1872
AlphaMark Advisors
Kentucky
$108K
CIM
1873
Centersquare Investment Management
Pennsylvania
$107K +$51.4K +300 +103%
CQS
1874
Credential Qtrade Securities
$101K +$12.7K +74 +15%
HCA
1875
Horan Capital Advisors
Ohio
$99K

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.