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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
CCM
1176
Cox Capital Management
Massachusetts
$835K -$8.85K -55 -1%
DI
1177
DAGCO Inc
Ohio
$831K -$7.72K -48 -1%
HFM
1178
Harvest Fund Management
China
$821K -$78.7K -489 -9%
MJP
1179
Michael J. Puzo
$819K -$106K -658 -12%
PL
1180
Perpetual Ltd
Australia
$813K
PCAP
1181
Pratt Collard Advisory Partners
New York
$808K -$6.44K -40 -0.8%
CIM
1182
CIM Investment Management
Pennsylvania
$805K +$58.9K +366 +8%
SFSG
1183
Stearns Financial Services Group
North Carolina
$804K -$152K -942 -16%
SBIA
1184
Sheaff Brock Investment Advisors
Indiana
$804K -$31.9K -198 -4%
EA
1185
Elm Advisors
California
$803K +$76.4K +475 +11%
UH
1186
Unigestion Holding
Switzerland
$800K -$400K -2,484 -34%
SWM
1187
SeaCrest Wealth Management
New York
$800K +$12.7K +79 +2%
CCM
1188
Consolidated Capital Management
California
$797K -$2.43M -15,113 -76%
SS
1189
Sunbelt Securities
Texas
$794K -$3.06K -19 -0.4%
BRA
1190
Biechele Royce Advisors
Indiana
$786K
TWM
1191
Torch Wealth Management
Ohio
$785K
SC
1192
Scholtz & Company
Connecticut
$781K +$44.1K +274 +6%
WPW
1193
Waldron Private Wealth
Pennsylvania
$778K +$90.8K +564 +14%
BI
1194
Bredin Investment
Delaware
$777K
HA
1195
Halsey Associates
Connecticut
$777K
BOPW
1196
Brandywine Oak Private Wealth
Pennsylvania
$777K +$178K +1,105 +31%
CC
1197
Courier Capital
New York
$772K +$40.6K +252 +6%
DJSG
1198
D.J. St. Germain
Massachusetts
$766K -$18.3K -114 -2%
PCA
1199
Peddock Capital Advisors
Massachusetts
$765K -$10.3K -64 -1%
CB
1200
Community Bank
New York
$763K +$27.4K +170 +4%

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.