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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
Robeco Institutional Asset Management
76
Robeco Institutional Asset Management
Netherlands
$203M +$27.6M +171,728 +16%
CS
77
Credit Suisse
Switzerland
$197M -$85.3M -530,124 -31%
Luther King Capital Management (LKCM)
78
Luther King Capital Management (LKCM)
Texas
$194M -$1.02M -6,360 -0.5%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$188M -$2.66M -16,554 -1%
SBAM
80
Santa Barbara Asset Management
California
$188M -$4.47M -27,798 -2%
MIHAS
81
Maj Invest Holding A/S
Denmark
$182M -$2.09M -13,000 -1%
Lazard Asset Management
82
Lazard Asset Management
New York
$181M +$138M +857,422 +384%
Stifel Financial
83
Stifel Financial
Missouri
$180M +$637K +3,958 +0.4%
WRF
84
Waddell & Reed Financial
Kansas
$180M -$9.09M -56,501 -5%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$171M -$2.26M -14,060 -1%
US Bancorp
86
US Bancorp
Minnesota
$165M -$1.82M -11,332 -1%
OAC
87
OMERS Administration Corp
Ontario, Canada
$162M -$36.3M -225,513 -19%
JIM
88
Jupiter Investment Management
United Kingdom
$161M +$68.6M +426,424 +79%
UIM
89
USS Investment Management
United Kingdom
$161M -$38.6M -239,834 -20%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$161M +$13.3M +82,781 +9%
SIG
91
Senator Investment Group
New York
$159M +$153M +950,000 New
PCM
92
Palestra Capital Management
New York
$157M +$74.5M +462,840 +97%
WHG
93
Westwood Holdings Group
Texas
$155M -$13.6M -84,808 -8%
PAMU
94
Pictet Asset Management (UK)
United Kingdom
$152M -$11.5M -71,522 -7%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$144M -$9.15M -56,826 -6%
Barclays
96
Barclays
United Kingdom
$134M +$47.3M +293,979 +58%
National Pension Service
97
National Pension Service
South Korea
$132M +$4.61M +28,623 +4%
Lord, Abbett & Co
98
Lord, Abbett & Co
New Jersey
$130M -$27.2M -168,900 -18%
Canada Life
99
Canada Life
Manitoba, Canada
$129M +$20.7M +128,829 +20%
HFS
100
HL Financial Services
Kentucky
$129M +$2.56M +15,896 +2%

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.