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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
HBT
1151
Hills Bank & Trust
Iowa
$904K -$6.12K -38 -0.7%
KCM
1152
Kendall Capital Management
Maryland
$901K -$22.9K -142 -3%
ECG
1153
Edge Capital Group
Georgia
$894K -$62.8K -390 -7%
CWM
1154
Calamos Wealth Management
Illinois
$892K -$445K -2,763 -34%
CCA
1155
Conestoga Capital Advisors
Pennsylvania
$892K
BA
1156
BKS Advisors
Michigan
$890K +$143K +890 +20%
ALAM
1157
Asahi Life Asset Management
Japan
$886K -$43.5K -270 -5%
THWM
1158
Taylor Hoffman Wealth Management
Virginia
$886K +$822K +5,109 +2,661%
TNBTD
1159
Trustmark National Bank Trust Department
Mississippi
$883K
SC
1160
Sepio Capital
Utah
$882K +$231K +1,434 +38%
BAC
1161
Boys Arnold & Co
North Carolina
$880K -$39.1K -243 -4%
MSAM
1162
Moloney Securities Asset Management
Missouri
$879K -$12.7K -79 -1%
TH
1163
TCTC Holdings
Texas
$868K +$331K +2,054 +65%
TW
1164
TrinityPoint Wealth
Connecticut
$867K -$14.5K -90 -2%
DAM
1165
Diamant Asset Management
Connecticut
$861K
FMWA
1166
Forvis Mazars Wealth Advisors
Missouri
$861K +$102K +633 +14%
NAMP
1167
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$859K -$9.82K -61 -1%
BCM
1168
Boltwood Capital Management
California
$858K -$13.4K -83 -2%
TIA
1169
Trust Investment Advisors
Indiana
$856K
BWM
1170
BigSur Wealth Management
Florida
$853K
MWM
1171
Modera Wealth Management
New Jersey
$848K +$13K +81 +2%
Aristotle Capital Management
1172
Aristotle Capital Management
California
$845K +$161 +1 +0%
CL
1173
Choreo LLC
Illinois
$842K -$9.33K -58 -1%
SFA
1174
Sequoia Financial Advisors
Ohio
$837K +$531K +3,302 +194%
UFG
1175
United Fire Group
Iowa
$836K

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.