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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
BDF
1251
Balasa Dinverno & Foltz
$677K +$6.28K +39 +1%
PV
1252
Private Vista
Illinois
$676K +$21.9K +136 +3%
S
1253
Surevest
California
$676K +$322K +2,001 +98%
WPC
1254
Waters Parkerson & Co
Louisiana
$675K -$18.5K -115 -3%
GLA
1255
Good Life Advisors
Pennsylvania
$673K -$58.9K -366 -8%
OCM
1256
Orser Capital Management
Texas
$670K -$153K -950 -19%
WA
1257
Wambolt & Associates
Colorado
$670K +$24.9K +155 +4%
DSAM
1258
Dock Street Asset Management
Florida
$669K
IDA
1259
Intelligence Driven Advisers
California
$668K +$113K +705 +21%
TSWM
1260
Triangle Securities Wealth Management
North Carolina
$667K -$377K -2,340 -37%
TFF
1261
The Family Firm
Maryland
$663K -$22.4K -139 -3%
KC
1262
Knuff & Co
California
$662K
BPCE
1263
Bank Pictet & Cie (Europe)
Germany
$662K +$55.5K +345 +10%
HFS
1264
Howard Financial Services
Texas
$661K
WB
1265
Webster Bank
Connecticut
$659K -$4.83K -30 -0.8%
BMA
1266
Brooks Moore & Associates
Tennessee
$657K -$48.3K -300 -7%
MC
1267
Montag & Caldwell
Georgia
$657K
WCM
1268
Windward Capital Management
California
$649K -$4.34K -27 -0.7%
NB
1269
Nicolet Bankshares
Wisconsin
$649K +$49.9K +310 +9%
HCA
1270
Heck Capital Advisors
Wisconsin
$645K +$23.2K +144 +4%
ARMT
1271
Amica Retiree Medical Trust
Rhode Island
$645K
BIM
1272
Beach Investment Management
Pennsylvania
$640K
BBA
1273
BLB&B Advisors
Pennsylvania
$638K
PWAP
1274
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$636K +$9.49K +59 +2%
UF
1275
Univest Financial
Pennsylvania
$635K -$30.4K -189 -5%

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.