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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
CBU
1226
CIBC Bank USA
Illinois
$718K +$75.6K +470 +12%
CFMC
1227
Curbstone Financial Management Corp
New Hampshire
$717K -$30.6K -190 -4%
ACM
1228
AlphaStar Capital Management
North Carolina
$715K -$43.3K -269 -6%
SFG
1229
SevenBridge Financial Group
Pennsylvania
$715K +$18K +112 +3%
TVWM
1230
Tower View Wealth Management
Wisconsin
$715K +$49.7K +309 +8%
LWS
1231
Lucia Wealth Services
California
$715K +$689K +4,279 New
SBSB
1232
Sullivan, Bruyette, Speros & Blaney
Virginia
$713K +$158K +983 +30%
WTB
1233
Washington Trust Bank
Washington
$709K -$38.8K -241 -5%
SXL
1234
Summit X LLC
Missouri
$705K -$48.8K -303 -7%
GCA
1235
Gideon Capital Advisors
New York
$705K +$679K +4,217 New
VHAM
1236
Van Hulzen Asset Management
California
$704K +$14K +87 +2%
BI
1237
Ballast Inc
Kentucky
$703K
PAM
1238
Palisade Asset Management
Minnesota
$701K
CGL
1239
Clarius Group LLC
Washington
$701K +$289K +1,793 +75%
BMM
1240
Buffington Mohr McNeal
Idaho
$698K
GAMC
1241
Garner Asset Management Corp
Texas
$697K -$78.9K -490 -11%
HCA
1242
Harbour Capital Advisors
Virginia
$696K -$6.44K -40 -1%
AHB
1243
Abner Herrman & Brock
New Jersey
$695K -$140K -867 -17%
BBA
1244
Braun-Bostich & Associates
Pennsylvania
$685K -$142K -881 -18%
AFC
1245
AFT Forsyth & Company
Florida
$685K
TAIM
1246
TD Ameritrade Investment Management
Nebraska
$685K +$250K +1,551 +61%
SAM
1247
Symphony Asset Management
California
$682K +$7.56K +47 +1%
CA
1248
Clearstead Advisors
Ohio
$678K -$49.1K -305 -7%
ACP
1249
Aviance Capital Partners
Florida
$677K
VIM
1250
Veritas Investment Management
United Kingdom
$677K

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.