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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
GIA
176
Gateway Investment Advisers
Ohio
$55.4M +$1.22M +7,149 +2%
SC
177
Saturna Capital
Washington
$55.2M
AIG
178
American International Group
New York
$54.5M +$13.5M +79,029 +35%
JMPWA
179
JP Morgan Private Wealth Advisors
California
$54.3M +$844K +4,932 +2%
HighTower Advisors
180
HighTower Advisors
Illinois
$53.7M -$4.11M -24,017 -7%
GC
181
Guggenheim Capital
Illinois
$53.5M -$2.08M -12,176 -4%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$53.5M +$32.4M +189,541 +178%
First Trust Advisors
183
First Trust Advisors
Illinois
$53M -$60M -350,445 -54%
BSPF
184
British Steel Pension Fund
United Kingdom
$53M -$1.71M -10,000 -3%
NIPH
185
NN Investment Partners Holdings
Netherlands
$52.3M -$3.58M -20,911 -7%
BBHC
186
Brown Brothers Harriman & Co
New York
$52.2M +$74.6K +436 +0.2%
GT
187
Glenmede Trust
Pennsylvania
$51.8M +$651K +3,805 +1%
SEI Investments
188
SEI Investments
Pennsylvania
$50.9M +$6.54M +38,224 +16%
FMI
189
Factory Mutual Insurance
Massachusetts
$49.6M -$4.01M -23,400 -8%
Connor, Clark & Lunn Investment Management (CC&L)
190
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$49.5M -$245K -1,431 -0.5%
PGFC
191
Peapack-Gladstone Financial Corp
New Jersey
$48.8M -$363K -2,118 -0.8%
CT
192
Cambridge Trust
Massachusetts
$46.5M +$50.2K +293 +0.1%
LWCFA
193
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45.6M -$19.2K -112 -0%
BHC
194
Bowen Hanes & Co
Florida
$45.3M +$73.6K +430 +0.2%
NSLI
195
Nan Shan Life Insurance
Taiwan
$44.9M +$42.5M +248,442 New
Creative Planning
196
Creative Planning
Kansas
$44.7M -$25.7K -150 -0.1%
SLAM
197
Swiss Life Asset Management
$44.7M -$34.2M -199,783 -45%
CK
198
Cohen Klingenstein
New York
$44.4M
Macquarie Group
199
Macquarie Group
Australia
$44.4M +$7.67M +44,773 +22%
N
200
Natixis
France
$44.3M +$9.39M +54,855 +29%

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.