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Union Pacific

1,839 hedge funds and large institutions have $95B invested in Union Pacific in 2019 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 620 increasing their positions, 788 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 85

30% more funds holding in top 10

Funds holding in top 10: 77100 (+23)

20% more capital invested

Capital invested by funds: $79.2B → $95B (+$15.7B)

4% more funds holding

Funds holding: 1,7751,839 (+64)

0% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.29B

0.13% more ownership

Funds ownership: 78.54%78.67% (+0.13%)

21% less repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 788

Holders
1,839
Holders Change
+64
Holders Change %
+3.61%
% of All Funds
39.81%
Holding in Top 10
100
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.87%
% of All Funds
2.16%
New
172
Increased
620
Reduced
788
Closed
85
Calls
$1.3B
Puts
$1.29B
Net Calls
+$5.8M
Net Calls Change
-$690M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
801
B. Riley Wealth Management
Tennessee
$2.55M -$15K -93 -0.6%
SC
802
Savant Capital
Illinois
$2.55M +$3.7K +23 +0.2%
AAMU
803
AEGON Asset Management (UK)
United Kingdom
$2.54M
RIA
804
RPG Investment Advisory
California
$2.53M -$120K -743 -5%
EHC
805
Everett Harris & Co
California
$2.51M -$74K -460 -3%
HW
806
Hedeker Wealth
Illinois
$2.5M -$99.6K -619 -4%
OMC
807
Overbrook Management Corp
New York
$2.48M
AAIM
808
American Assets Investment Management
California
$2.48M
TCM
809
Telos Capital Management
California
$2.47M -$75.5K -469 -3%
HAG
810
HighPoint Advisor Group
Illinois
$2.47M +$479K +2,974 +27%
CCM
811
Condor Capital Management
New Jersey
$2.46M -$16.9K -105 -0.7%
WI
812
Wedgewood Investors
Pennsylvania
$2.45M
DIA
813
Dana Investment Advisors
Wisconsin
$2.45M +$630K +3,912 +37%
PA
814
Profund Advisors
Maryland
$2.44M +$404K +2,513 +21%
SS
815
Simplicity Solutions
Minnesota
$2.44M +$65.2K +405 +3%
MCM
816
McKinley Capital Management
Alaska
$2.44M -$76.9K -478 -3%
EWM
817
Endurance Wealth Management
Rhode Island
$2.43M
LS
818
Livforsakringsbolaget Skandia
Sweden
$2.42M +$48.3K +300 +2%
AP
819
Appleton Partners
Massachusetts
$2.41M -$8.05K -50 -0.3%
KRSITF
820
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.4M -$32.5K -202 -1%
BFO
821
Biltmore Family Office
North Carolina
$2.4M -$5.15K -32 -0.2%
SCCM
822
Schafer Cullen Capital Management
New York
$2.4M -$78.7K -489 -3%
DWT
823
Dorsey & Whitney Trust
South Dakota
$2.39M -$138K -859 -6%
BCB
824
Brian C. Broderick
$2.38M -$43.5K -270 -2%
III
825
Independent Investors Inc
New York
$2.37M -$129K -800 -5%

UNP Hedge Fund Activity: Q1 2019 in Review

1,839 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q1 2019, worth a combined $95B — up 20% from $79.2B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new UNP positions and 85 closed out — a net gain of 87 holders — while 620 added to existing stakes and 788 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $588M. The largest seller was Wellington Management Group, cutting an estimated $623M.

  • 1,839 institutional investors held Union Pacific (UNP) as of Q1 2019, up from 1,775 in Q4 2018.
  • Funds reported $95B of Union Pacific stock for Q1 2019, up 20% quarter-over-quarter.
  • 172 funds opened new Union Pacific positions in Q1 2019 and 85 closed out, a net change of +87 holders.
  • The largest Union Pacific buyer in Q1 2019 was Fidelity Investments, an estimated $588M added.
  • The largest Union Pacific seller in Q1 2019 was Wellington Management Group, an estimated $623M sold.

Based on aggregated 13F filings for Q1 2019.