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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
AWM
1451
Aries Wealth Management
Maine
$391K +$82.4K +512 +28%
CAC
1452
Certified Advisory Corp
Florida
$391K +$99.3K +617 +36%
EWM
1453
Empirical Wealth Management
Washington
$389K -$152K -944 -29%
MFW
1454
Meristem Family Wealth
Minnesota
$389K
WI
1455
Wintrust Investments
Illinois
$387K -$258K -1,605 -41%
DWA
1456
Divergent Wealth Advisors
Utah
$385K
CCM
1457
Carlson Capital Management
Minnesota
$383K +$96.6K +600 +36%
LWAC
1458
Laurel Wealth Advisors (California)
California
$383K +$369K +2,290 New
JCM
1459
Janney Capital Management
Pennsylvania
$381K +$4.02K +25 +1%
HF
1460
HRT Financial
New York
$379K +$365K +2,268 New
IFAM
1461
Institutional & Family Asset Management
Colorado
$377K +$805 +5 +0.2%
PPP
1462
Private Portfolio Partners
New Jersey
$376K -$9.17K -57 -2%
WA
1463
WealthTrust Axiom
Pennsylvania
$376K
HPWM
1464
Highland Private Wealth Management
Washington
$375K -$1.61K -10 -0.4%
KTC
1465
Kistler-Tiffany Companies
Pennsylvania
$374K -$30.1K -187 -8%
MFS
1466
Madrona Financial Services
Washington
$372K
LDFR
1467
Lehman & Derafelo Financial Resources
Pennsylvania
$369K +$16.1K +100 +5%
SCM
1468
Salem Capital Management
Massachusetts
$368K
PMG
1469
ProVise Management Group
Florida
$367K -$24.1K -150 -6%
DHFB
1470
Dixon Hubard Feinour & Brown
Virginia
$366K +$3.22K +20 +0.9%
CL
1471
CIM LLC
New York
$365K +$29K +180 +9%
WCM
1472
Weatherstone Capital Management
Colorado
$363K -$439K -2,728 -56%
CL
1473
CPWM LLC
Washington
$363K +$29.5K +183 +9%
NIA
1474
Northstar Investment Advisors
Colorado
$363K +$349K +2,170 New
UCMOK
1475
United Capital Management of KS
Kansas
$361K -$41K -255 -11%

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.