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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
LOAME
1026
Lombard Odier Asset Management (Europe)
United Kingdom
$1.29M
AAM
1027
AR Asset Management
California
$1.29M
CWM
1028
Circle Wealth Management
New Jersey
$1.28M +$7.56K +47 +0.6%
WP
1029
WMS Partners
Maryland
$1.28M
BWM
1030
Buckley Wealth Management
Nevada
$1.27M -$2.2M -13,652 -64%
RCG
1031
Ruane, Cunniff & Goldfarb
New York
$1.27M -$502K -3,121 -29%
EFSCE
1032
Enterprise Financial Services Corp (EFSC)
Missouri
$1.27M +$950K +5,904 +349%
MAFM
1033
Mid Atlantic Financial Management
Pennsylvania
$1.27M -$65.3K -406 -5%
GAM
1034
Griffin Asset Management
New York
$1.26M +$26.1K +162 +2%
FA
1035
FDx Advisors
Illinois
$1.26M +$178K +1,106 +17%
SCA
1036
Stonebridge Capital Advisors
Minnesota
$1.26M -$10.5K -65 -0.9%
VAS
1037
Vestmark Advisory Solutions
Massachusetts
$1.26M +$1.21M +7,513 New
WMC
1038
Westwood Management Corporation
Illinois
$1.25M
BB
1039
Busey Bank
Illinois
$1.25M -$19.6K -122 -2%
LHC
1040
Little House Capital
Massachusetts
$1.25M -$13.8K -86 -1%
TTWM
1041
TCV Trust & Wealth Management
Virginia
$1.25M -$11.6K -72 -1%
SIC
1042
Shoker Investment Counsel
Ohio
$1.25M +$6.6K +41 +0.6%
AHC
1043
Anderson Hoagland & Co
Missouri
$1.24M -$29.6K -184 -2%
OFG
1044
OmniStar Financial Group
North Carolina
$1.24M +$1.19M +7,395 New
OFS
1045
Orrstown Financial Services
Pennsylvania
$1.24M -$43.9K -273 -4%
LW
1046
Linscomb Wealth
Texas
$1.23M -$33.8K -210 -3%
BAMF
1047
BI Asset Management Fondsmaeglerselskab
Denmark
$1.22M -$1.96M -12,196 -63%
PA
1048
Probity Advisors
Texas
$1.22M -$64.1K -398 -5%
JWBC
1049
J.W. Burns & Co
New York
$1.22M +$12.1K +75 +1%
BP
1050
Ballentine Partners
Massachusetts
$1.21M -$483 -3 -0%

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.