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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
EIM
1951
Essex Investment Management
Massachusetts
$18K
ICOM
1952
Investment Counselors of Maryland
Maryland
$18K
EA
1953
Emerald Advisers
Pennsylvania
$18K +$17.1K +100 New
RBC
1954
Roble Belko & Company
Pennsylvania
$17K
CTB
1955
Country Trust Bank
Illinois
$17K +$15.8K +92 New
WCG
1956
Weaver Consulting Group
California
$16K
LPWM
1957
Lake Point Wealth Management
Texas
$15K +$14K +82 New
LD
1958
Lipe & Dalton
New York
$14K
CWM
1959
Cranbrook Wealth Management
Michigan
$13K
FEG
1960
Financial Enhancement Group
Indiana
$12K
RA
1961
Rational Advisors
New York
$11K -$1.02M -5,937 -99%
NIM
1962
NuWave Investment Management
New Jersey
$11K -$551K -3,219 -98%
BCA
1963
Bray Capital Advisors
Florida
$11K -$8.9K -52 -46%
GWMIA
1964
Global Wealth Management Investment Advisory
Florida
$11K -$3.77K -22 -27%
WCM
1965
Wealthcare Capital Management
Virginia
$11K +$10.1K +59 New
KFS
1966
Kelly Financial Services
Massachusetts
$9.22K
SFG
1967
Sowa Financial Group
Rhode Island
$9K +$8.73K +51 New
SIS
1968
Sound Income Strategies
Florida
$8K
WWM
1969
Willingdon Wealth Management
North Carolina
$8K +$3.25K +19 +73%
CMBA
1970
C.M. Bidwell & Associates
Hawaii
$7K
RWG
1971
Regal Wealth Group
California
$7K
TCM
1972
TD Capital Management
Tennessee
$7K
PA
1973
PSI Advisors
Florida
$7K +$6.68K +39 New
APWM
1974
Atlas Private Wealth Management
New York
$7K +$6.85K +40 New
CA
1975
Centerpoint Advisors
Massachusetts
$6K

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.