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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
CAM
1926
Columbia Asset Management
Michigan
$39.4K +$342 +2 +0%
NC
1927
NewSquare Capital
Pennsylvania
$38K +$36K +210 New
IWP
1928
IAG Wealth Partners
Wisconsin
$37K +$34.2K +200 New
ME
1929
McIlrath & Eck
Washington
$36K -$4.79K -28 -12%
ARMC
1930
American Research & Management Company
Massachusetts
$36K
BCM
1931
Bourgeon Capital Management
Connecticut
$34K
SQA
1932
Simon Quick Advisors
New Jersey
$34K +$20.7K +121 +178%
CP
1933
Corbenic Partners
Pennsylvania
$34K +$31.8K +186 New
AWM
1934
AllSquare Wealth Management
New York
$33K
BWL
1935
Bogart Wealth LLC
Virginia
$33K
FA
1936
Fortis Advisors
Pennsylvania
$30K
FNBOSM
1937
First National Bank of South Miami
Florida
$29K
SWM
1938
Selective Wealth Management
Virginia
$28K
CH
1939
Canton Hathaway
Rhode Island
$27K
BAMG
1940
Brand Asset Management Group
Missouri
$26K -$149K -871 -86%
AWM
1941
Avondale Wealth Management
Texas
$26K
NSB
1942
Norway Savings Bank
Maine
$25K
VRM
1943
Vectors Research Management
New York
$25K
HWM
1944
Howard Wealth Management
Connecticut
$24K +$23.6K +138 New
KLWA
1945
Kelly Lawrence W & Associates
California
$22K
MCM
1946
MV Capital Management
Maryland
$21K -$8.39K -49 -30%
MWP
1947
Meridian Wealth Partners
Pennsylvania
$20K +$18.5K +108 New
HFS
1948
HBC Financial Services
Washington
$20K +$19K +111 New
SMFS
1949
Squar Milner Financial Services
California
$19K +$18.3K +107 New
EWA
1950
Evolution Wealth Advisors
Florida
$18K -$6.33K -37 -27%

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.