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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
WA
1076
WBH Advisory
Maryland
$1.13M -$145K -899 -12%
SAM
1077
Summit Asset Management
Tennessee
$1.12M -$72.3K -449 -6%
RG
1078
Rikoon Group
New Mexico
$1.12M -$64.4K -400 -6%
HCM
1079
Hutner Capital Management
Vermont
$1.12M +$264K +1,642 +32%
KWMG
1080
King Wealth Management Group
Florida
$1.12M
CW
1081
Cobiz Wealth
Colorado
$1.12M -$42.3K -263 -4%
CP
1082
Covenant Partners
Tennessee
$1.11M +$1.07M +6,638 New
HR
1083
Howe & Rusling
New York
$1.11M +$1.01M +6,280 +1,815%
MA
1084
Mutual Advisors
Nebraska
$1.1M +$9.49K +59 +0.9%
AC
1085
Abbrea Capital
California
$1.1M +$805 +5 +0.1%
MMA
1086
Miracle Mile Advisors
California
$1.1M +$1.06M +6,586 New
CAG
1087
Csenge Advisory Group
Florida
$1.1M -$51.5K -320 -5%
BJL
1088
Brighton Jones LLC
Washington
$1.1M +$257K +1,595 +32%
HFS
1089
Haverford Financial Services
Pennsylvania
$1.09M +$322K +2,000 +44%
CNC
1090
Citizens & Northern Corp
Pennsylvania
$1.09M
CFA
1091
Carroll Financial Associates
North Carolina
$1.08M +$90.8K +564 +10%
CCM
1092
Compton Capital Management
Rhode Island
$1.08M
NWM
1093
Northwest Wealth Management
Iowa
$1.07M -$48.1K -299 -4%
NCGI
1094
Next Century Growth Investors
Minnesota
$1.07M
GA
1095
Gateway Advisory
New Jersey
$1.07M -$161 -1 -0%
PIP
1096
Peachtree Investment Partners
Florida
$1.06M +$1.02M +6,364 New
Lido Advisors
1097
Lido Advisors
California
$1.06M -$847K -5,261 -45%
FBT
1098
First Bankers Trust
Kentucky
$1.06M -$924K -5,739 -47%
PAM
1099
Peak Asset Management
Colorado
$1.06M -$14.8K -92 -1%
BFEC
1100
Benjamin F. Edwards & Company
Missouri
$1.06M -$1.45K -9 -0.1%

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.