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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
AMG
1326
Advisors Management Group
Wisconsin
$551K
CW
1327
CreativeOne Wealth
Kansas
$547K
CBA
1328
Coastal Bridge Advisors
Connecticut
$547K +$11.4K +71 +2%
PSC
1329
Prentiss Smith & Co
Vermont
$547K +$32.2K +200 +7%
VCM
1330
Versant Capital Management
Arizona
$543K -$23.7K -147 -4%
PTB
1331
Pioneer Trust Bank
Oregon
$542K -$8.05K -50 -2%
SW
1332
SlateStone Wealth
Florida
$539K +$43.1K +268 +9%
SIA
1333
Starfire Investment Advisers
Michigan
$538K -$1.45K -9 -0.3%
GCM
1334
Grisanti Capital Management
New York
$535K
JFL
1335
Jarislowsky, Fraser Ltd
Quebec, Canada
$535K +$515K +3,200 New
PAA
1336
Peregrine Asset Advisers
Oregon
$535K +$515K +3,200 New
CA
1337
Calton & Associates
Florida
$534K +$72.6K +451 +16%
FAG
1338
Financial Advisory Group
Texas
$532K -$67.3K -418 -12%
SIG
1339
Sargent Investment Group
Maryland
$532K
MA
1340
MONECO Advisors
Connecticut
$531K +$69.2K +430 +16%
KCM
1341
Kanawha Capital Management
Virginia
$529K -$40.2K -250 -7%
CAN
1342
Claraphi Advisory Network
United States
$525K -$644 -4 -0.1%
MPIA
1343
Mountain Pacific Investment Advisers
Idaho
$523K
CF
1344
Copperwynd Financial
Arizona
$522K +$15.4K +96 +3%
USGIU
1345
U.S. Global Investors (USGI)
Texas
$515K +$22.2K +138 +5%
RMAM
1346
Raab & Moskowitz Asset Management
New Jersey
$514K
ODCM
1347
Old Dominion Capital Management
Virginia
$511K -$48.3K -300 -10%
MFW
1348
Mosaic Family Wealth
Missouri
$510K
OPA
1349
Old Port Advisors
Maine
$510K +$4.02K +25 +0.8%
STMM
1350
South Texas Money Management
Texas
$509K +$71.9K +447 +17%

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.