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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
SWA
1301
Sutton Wealth Advisors
Florida
$591K -$33.5K -208 -6%
AB
1302
Atlas Brown
Kentucky
$589K -$89.2K -554 -14%
MWM
1303
Mission Wealth Management
California
$586K +$1.13K +7 +0.2%
AWA
1304
ARS Wealth Advisors
Florida
$584K +$12.4K +77 +2%
WA1
1305
Wimmer Associates 1
California
$584K +$16.1K +100 +3%
RW
1306
REDW Wealth
New Mexico
$583K
PSG
1307
Planning Solutions Group
Maryland
$581K
FDCC
1308
Foster Dykema Cabot & Co
Massachusetts
$577K +$12.1K +75 +2%
MFP
1309
Meridian Financial Partners
Virginia
$576K +$62.9K +391 +13%
COI
1310
Capital One Investing
Virginia
$575K +$554K +3,442 New
Parallax Volatility Advisers
1311
Parallax Volatility Advisers
California
$574K -$44.4M -275,936 -99%
WIC
1312
Whitegate Investment Counselors
New Hampshire
$573K -$48.3K -300 -8%
GFS
1313
GYL Financial Synergies
Connecticut
$572K
MWP
1314
MYCIO Wealth Partners
Pennsylvania
$570K -$48.3K -300 -8%
KWM
1315
Kingsview Wealth Management
Oregon
$569K +$52.6K +327 +11%
CP
1316
Cumberland Partners
Ontario, Canada
$568K
CWM
1317
Centric Wealth Management
Illinois
$565K +$5.79K +36 +1%
AC
1318
Alexandria Capital
Virginia
$563K -$24.1K -150 -4%
FFBTD
1319
First Financial Bank - Trust Division
Ohio
$562K
TFA
1320
Toth Financial Advisory
Virginia
$561K +$431K +2,680 +396%
TCM
1321
Tradition Capital Management
New Jersey
$560K -$12.1K -75 -2%
MIC
1322
Means Investment Company
Maine
$560K +$117K +729 +28%
PTC
1323
Philadelphia Trust Company
Pennsylvania
$557K -$76.1K -473 -12%
SAM
1324
Shamrock Asset Management
Texas
$557K -$2.74K -17 -0.5%
DC
1325
DeDora Capital
California
$553K -$138K -855 -21%

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.