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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
OTPPB
1001
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.4M +$57.9K +360 +4%
LOAMS
1002
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.39M -$124K -773 -8%
OFM
1003
Optima Fund Management
New York
$1.39M -$90K -559 -6%
GTAM
1004
Global Trust Asset Management
Florida
$1.38M -$38.6K -240 -3%
AAS
1005
Avantax Advisory Services
Texas
$1.37M +$95.6K +594 +8%
FIM
1006
Freedom Investment Management
Connecticut
$1.36M -$1.52M -9,436 -54%
1WA
1007
180 Wealth Advisors
Washington
$1.36M -$5.79K -36 -0.5%
FCM
1008
Force Capital Management
New York
$1.36M
BAM
1009
Belpointe Asset Management
Nevada
$1.36M +$345K +2,145 +36%
CCP
1010
Corient Capital Partners
California
$1.34M +$250K +1,551 +24%
MCM
1011
Manchester Capital Management
Vermont
$1.33M +$67K +416 +5%
KFS
1012
Kurt F. Somerville
$1.32M
RCM
1013
Radnor Capital Management
Pennsylvania
$1.32M -$32.2K -200 -2%
KCM
1014
Kempner Capital Management
Texas
$1.31M -$1.26M -7,821 -50%
BSW
1015
Buckingham Strategic Wealth
Missouri
$1.31M +$86.9K +540 +7%
BWM
1016
Baystate Wealth Management
Massachusetts
$1.31M -$20.8K -129 -2%
FAIM
1017
Financial Advocates Investment Management
Washington
$1.3M +$10.3K +64 +0.8%
CFGS
1018
Concourse Financial Group Securities
Alabama
$1.3M +$52.9K +329 +4%
NL
1019
NWAM LLC
Washington
$1.3M -$14.5K -90 -1%
LIM
1020
Leavell Investment Management
Alabama
$1.3M -$32.2K -200 -3%
SLA
1021
Silver Lake Advisory
Utah
$1.3M -$93.5K -581 -7%
FMB
1022
Field & Main Bank
Kentucky
$1.29M +$1.25M +7,743 New
IA
1023
IFP Advisors
Florida
$1.29M -$2.94M -18,272 -70%
AF
1024
Advisornet Financial
Minnesota
$1.29M -$30.9K -192 -2%
SYBT
1025
Stock Yards Bank & Trust
Kentucky
$1.29M -$54.7K -340 -4%

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.