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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
TIA
1401
Tiemann Investment Advisors
California
$451K +$2.41K +15 +0.6%
PIA
1402
Pinion Investment Advisors
Kansas
$450K +$10.9K +68 +3%
JFGIW
1403
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$449K -$7.72K -48 -2%
NHC
1404
Nicholas Hoffman & Company
Georgia
$448K +$64.4K +400 +18%
ICM
1405
IMS Capital Management
Oregon
$445K -$13.5K -84 -3%
NAS
1406
Nicolet Advisory Services
Wisconsin
$444K +$427K +2,656 New
GLLW
1407
Graves Light Lenhart Wealth
Virginia
$442K -$25.8K -160 -6%
FANJ
1408
Financial Architects (New Jersey)
New Jersey
$440K -$22.2K -138 -5%
EWM
1409
Edge Wealth Management
New York
$440K
SHGA
1410
Sand Hill Global Advisors
California
$440K +$4.99K +31 +1%
CPC
1411
Congress Park Capital
New York
$439K
KJHP
1412
K.J. Harrison & Partners
Ontario, Canada
$439K
SVWA
1413
Sound View Wealth Advisors
Georgia
$437K -$44.9K -279 -10%
AFIA
1414
America First Investment Advisors
Nebraska
$436K
IWA
1415
Intercontinental Wealth Advisors
Texas
$436K
FPCP
1416
Fort Point Capital Partners
California
$435K -$189K -1,176 -31%
MIM
1417
Montgomery Investment Management
Maryland
$435K
PC
1418
Peavine Capital
Nevada
$435K
CLOS
1419
Compagnie Lombard Odier SCmA
Switzerland
$434K
ED
1420
Exane Derivatives
France
$434K -$276K -1,718 -40%
BHBT
1421
Burke & Herbert Bank & Trust
Virginia
$430K -$21.6K -134 -5%
FWM
1422
Fairhaven Wealth Management
Illinois
$428K -$5.79K -36 -1%
TIM
1423
Tortoise Investment Management
New York
$428K
YWP
1424
YorkBridge Wealth Partners
New York
$427K -$14.2K -88 -3%
FA
1425
Financial Advisors
Massachusetts
$420K

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.