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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
FWM
1351
Focused Wealth Management
New York
$509K +$286K +1,775 +140%
FFN
1352
Focus Financial Network
Minnesota
$508K +$489K +3,038 New
HI
1353
Horizon Investments
North Carolina
$507K +$488K +3,035 New
TCM
1354
Traynor Capital Management
Pennsylvania
$504K -$11.9K -74 -2%
SDWIA
1355
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$504K
JIP
1356
Jaffetilchin Investment Partners
Florida
$503K -$11.7K -73 -2%
FMLI
1357
Fukoku Mutual Life Insurance
Japan
$502K
NVIM
1358
New Vernon Investment Management
Illinois
$499K
AA
1359
Apriem Advisors
California
$498K -$67.1K -417 -12%
MFG
1360
Magnus Financial Group
New York
$498K -$3.86K -24 -0.8%
AFP
1361
Ausdal Financial Partners
Iowa
$498K +$3.38K +21 +0.7%
DWA
1362
Dougherty Wealth Advisers
Minnesota
$495K
LP
1363
LMR Partners
United Kingdom
$494K -$550K -3,417 -54%
BPWA
1364
Beacon Pointe Wealth Advisors
California
$494K +$18.3K +114 +4%
NED
1365
Nancy E. Dempze
$493K -$16.1K -100 -3%
TL
1366
TrueWealth LLC
Georgia
$493K
SIM
1367
SSI Investment Management
California
$492K -$1.29K -8 -0.3%
KA
1368
Kovack Advisors
Florida
$490K +$26.4K +164 +6%
TSS
1369
Thomas Story & Son
Indiana
$489K
IBOK
1370
Independence Bank of Kentucky
Kentucky
$488K -$8.05K -50 -2%
CHP
1371
Cable Hill Partners
Oregon
$488K +$36.4K +226 +8%
CC
1372
Chicago Capital
Illinois
$485K -$75.6K -470 -14%
CWG
1373
Cornerstone Wealth Group
North Carolina
$484K +$466K +2,893 New
SFWC
1374
Strategic Family Wealth Counselors
New Jersey
$483K
MWM
1375
Mascoma Wealth Management
New Hampshire
$482K +$32.2K +200 +7%

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.