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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
JAFL
1501
Jay A. Fishman Ltd
Michigan
$334K
CMANY
1502
Capital Management Associates (New York)
New York
$334K -$16.1K -100 -5%
RVPG
1503
Relative Value Partners Group
$334K
KF
1504
Krilogy Financial
Missouri
$333K +$6.44K +40 +2%
FFA
1505
First Foundation Advisors
California
$331K +$3.86K +24 +1%
FMTC
1506
Farmers & Merchants Trust Company
California
$330K
SCI
1507
Stableford Capital II
Arizona
$329K -$45.2K -281 -12%
GCC
1508
Guardian Capital (Canada)
Ontario, Canada
$329K -$41.8K -260 -12%
PAS
1509
Partnervest Advisory Services
California
$328K +$11.3K +70 +4%
SP
1510
Successful Portfolios
Florida
$326K +$805 +5 +0.3%
MGIA
1511
Moneta Group Investment Advisors
Missouri
$325K +$313K +1,944 New
AWM
1512
Aevitas Wealth Management
Massachusetts
$324K -$3.22K -20 -1%
GAM
1513
Grandview Asset Management
Pennsylvania
$320K
RFM
1514
Royal Fund Management
Florida
$319K -$6.6K -41 -2%
PCP
1515
Proficio Capital Partners
Massachusetts
$319K +$84K +522 +38%
NFG
1516
Nadler Financial Group
Illinois
$318K
SPL
1517
Smart Portfolios LLC
Washington
$317K -$10.6K -66 -3%
SWM
1518
Stockman Wealth Management
Montana
$316K -$45.1K -280 -13%
FEM
1519
Fulcrum Equity Management
Texas
$316K -$9.01K -56 -3%
AF
1520
Allworth Financial
California
$315K +$64.5K +401 +27%
FCFC
1521
First Commonwealth Financial Corp
Pennsylvania
$314K -$115K -715 -28%
SWM
1522
SVA Wealth Management
Wisconsin
$309K -$14.8K -92 -5%
AP
1523
Atwood & Palmer
Missouri
$309K
MIM
1524
Macroview Investment Management
Maryland
$308K
MOS
1525
MGO One Seven
Ohio
$308K +$1.77K +11 +0.6%

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.