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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
HCM
1051
HMS Capital Management
Tennessee
$1.2M +$895K +5,564 +344%
WIA
1052
Wealthstreet Investment Advisors
Texas
$1.2M
CWM
1053
Chesapeake Wealth Management
Virginia
$1.19M -$16.9K -105 -1%
FI
1054
FormulaFolio Investments
Michigan
$1.19M +$425K +2,642 +59%
AWM
1055
Altium Wealth Management
New York
$1.19M +$42.8K +266 +4%
CPA
1056
Court Place Advisors
Maryland
$1.19M -$13.2K -82 -1%
EWM
1057
Elmwood Wealth Management
California
$1.18M -$202K -1,253 -15%
GIP
1058
Granite Investment Partners
California
$1.18M -$4.67K -29 -0.4%
CWA
1059
Cypress Wealth Advisors
California
$1.17M -$1.45K -9 -0.1%
VDI
1060
Vaughan David Investments
Illinois
$1.17M +$15.9K +99 +1%
AW
1061
ACG Wealth
Georgia
$1.17M +$149K +925 +15%
ARTA
1062
A.R.T. Advisors
New York
$1.17M +$1.13M +7,000 New
BFG
1063
Bouchey Financial Group
New York
$1.17M
Rafferty Asset Management
1064
Rafferty Asset Management
New York
$1.17M +$574K +3,564 +104%
GBBWRPM
1065
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.17M +$16.1K +100 +1%
Capstone Investment Advisors
1066
Capstone Investment Advisors
New York
$1.17M +$155K +966 +16%
WWM
1067
Windsor Wealth Management
Indiana
$1.16M -$152K -945 -12%
TPA
1068
Trivium Point Advisory
Connecticut
$1.16M +$53.8K +334 +5%
OKSA
1069
O'Keefe Stevens Advisory
New York
$1.15M -$16.1K -100 -1%
HT
1070
Heritage Trust
Oklahoma
$1.15M +$743K +4,615 +202%
CS
1071
Comerica Securities
Michigan
$1.15M +$120K +745 +12%
NPA
1072
Nichols & Pratt Advisers
Massachusetts
$1.14M
MPPLM
1073
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.14M +$125K +777 +13%
LBC
1074
Lowe Brockenbrough & Co
Virginia
$1.13M +$311K +1,935 +40%
BCM
1075
BTR Capital Management
California
$1.13M -$1.17M -7,265 -52%

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.