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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
FFSOTS
1126
Fiduciary Financial Services of The Southwest
Texas
$978K +$4.83K +30 +0.5%
CHJWM
1127
Carlton Hofferkamp & Jenks Wealth Management
Texas
$977K -$6.44K -40 -0.7%
ERIM
1128
Eagle Ridge Investment Management
Connecticut
$974K -$14.2K -88 -1%
GCP
1129
GSA Capital Partners
United Kingdom
$961K +$925K +5,745 New
IFWM
1130
Institute for Wealth Management
Colorado
$960K +$921K +5,724 New
NGA
1131
Naples Global Advisors
Florida
$959K +$9.66K +60 +1%
S
1132
SignatureFD
Georgia
$955K +$6.76K +42 +0.7%
DLA
1133
Douglas Lane & Associates
New York
$954K -$135K -836 -13%
AUB
1134
Atlantic Union Bankshares
Virginia
$954K +$9.66K +60 +1%
BHWM
1135
Bar Harbor Wealth Management
New Hampshire
$940K -$33K -205 -4%
JIC
1136
Joel Isaacson & Co
New York
$940K -$322 -2 -0%
PB
1137
Pinnacle Bancorp
Nebraska
$936K +$12.1K +75 +1%
SL
1138
Summitry LLC
California
$934K
FLI
1139
Family Legacy Inc
South Carolina
$932K -$21.2K -132 -2%
PCM
1140
Pointe Capital Management
Michigan
$930K +$3.7K +23 +0.4%
PI
1141
Pettee Investors
Connecticut
$928K
LB
1142
Legacy Bridge
Iowa
$926K
SBWM
1143
Sunflower Bank Wealth Management
Arizona
$923K -$8.05K -50 -0.9%
PP
1144
Patten & Patten
Tennessee
$922K -$21.4K -133 -2%
FPA
1145
First Pacific Advisors
California
$920K
MCM
1146
Maple Capital Management
Vermont
$916K -$35.1K -218 -4%
JCM
1147
Jacobi Capital Management
Pennsylvania
$913K +$204K +1,267 +30%
P
1148
Pitcairn
Pennsylvania
$910K -$43.9K -273 -5%
HPIA
1149
Hamilton Point Investment Advisors
North Carolina
$910K
REMPR
1150
Roof Eidam Maycock Peralta (REMP)
California
$909K +$875K +5,435 New

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.