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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
PFM
1201
Parsec Financial Management
North Carolina
$762K +$11.6K +72 +2%
GIM
1202
Goelzer Investment Management
Indiana
$758K +$56K +348 +8%
DWM
1203
Dakota Wealth Management
Florida
$758K +$278K +1,730 +62%
LJAC
1204
L.J. Altfest & Co
New York
$756K
CG
1205
Caprock Group
Idaho
$752K +$78.2K +486 +12%
DT
1206
Diversified Trust
Tennessee
$751K -$2.25K -14 -0.3%
GAG
1207
GM Advisory Group
New York
$750K -$3.06K -19 -0.4%
TFS
1208
Thoroughbred Financial Services
Tennessee
$748K +$47.2K +293 +7%
GCAC
1209
Guardian Capital Advisors (Canada)
Ontario, Canada
$746K -$72.4K -450 -10%
AB
1210
AT Bancorp
Iowa
$745K
PFBT
1211
Parkside Financial Bank & Trust
Missouri
$744K -$3.22K -20 -0.4%
MCM
1212
Mengis Capital Management
Oregon
$744K +$46.7K +290 +7%
AWA
1213
Arete Wealth Advisors
Illinois
$744K +$197K +1,227 +38%
AssetMark Inc
1214
AssetMark Inc
California
$740K +$712K +4,424 New
FCB
1215
First Command Bank
Texas
$738K -$37.7K -234 -5%
FCFS
1216
First Command Financial Services
Texas
$738K -$37.7K -234 -5%
ECM
1217
Evergreen Capital Management
Washington
$736K -$9.82K -61 -1%
GC
1218
Grace Capital
Massachusetts
$736K
VCA
1219
Verdence Capital Advisors
Maryland
$736K +$2.9K +18 +0.4%
LRPA
1220
L. Roy Papp & Associates
Arizona
$730K
EAM
1221
Evanson Asset Management
California
$729K
KWA
1222
KCS Wealth Advisory
California
$722K +$43K +267 +7%
TA
1223
TCG Advisors
Texas
$722K +$695K +4,319 New
AIC
1224
Archer Investment Corporation
Indiana
$719K
SC
1225
SRB Corp
Massachusetts
$719K +$81.9K +509 +13%

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.