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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
TPWA
1901
TRUE Private Wealth Advisors
Oregon
$65K +$61.8K +361 New
TCWM
1902
Total Clarity Wealth Management
Illinois
$63K +$59.9K +350 New
EWM
1903
EPG Wealth Management
Georgia
$62K +$58.5K +342 New
IWA
1904
Intercontinental Wealth Advisors
Texas
$61K -$390K -2,280 -87%
CDIA
1905
Capital Directions Investment Advisors
Georgia
$61K
PO
1906
Private Ocean
California
$61K +$4.79K +28 +9%
CAM
1907
CenterStar Asset Management
Illinois
$59K
IAS
1908
IMA Advisory Services
Colorado
$58K
1W
1909
1776 Wealth
Georgia
$57K +$54.3K +317 New
FBT
1910
First Bank & Trust
South Dakota
$56K
SL
1911
Savior LLC
Massachusetts
$55K +$51.9K +303 New
ACM
1912
AUA Capital Management
Pennsylvania
$54K
CHA
1913
Carmichael Hill & Associates
Maryland
$54K +$51.4K +300 New
MWC
1914
MBM Wealth Consultants
Missouri
$51K
FFC
1915
First Financial Corp
Indiana
$49K
HWM
1916
Holloway Wealth Management
Florida
$46K
AIM
1917
Arcadia Investment Management
Michigan
$44K -$21.9K -128 -34%
IA
1918
IndexIQ Advisors
New York
$44K +$41.8K +244 New
MFT
1919
Moisand Fitzgerald Tamayo
Florida
$43K
NL
1920
NVWM LLC
Pennsylvania
$42K -$2.05K -12 -5%
NCM
1921
New Capital Management
Texas
$42K
MF
1922
Manchester Financial
California
$41K +$39K +228 New
SFPG
1923
Stonebridge Financial Planning Group
Florida
$41K +$39K +228 New
RWML
1924
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$39.4K
FP
1925
Financial Perspectives
Minnesota
$39.4K +$37.3K +218 New

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.