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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
TAM
1526
Taurus Asset Management
New York
$307K
W
1527
Wealthquest
Ohio
$307K +$644 +4 +0.2%
MWPCG
1528
Measured Wealth Private Client Group
New Hampshire
$307K +$56.8K +353 +24%
GRP
1529
Global Retirement Partners
California
$306K +$19.6K +122 +7%
RCM
1530
RNC Capital Management
California
$306K +$295K +1,831 New
LC
1531
Lourd Capital
California
$305K -$105K -650 -26%
AW
1532
Alpha Windward
Massachusetts
$304K -$4.67K -29 -2%
GRQ
1533
Gardner Russo & Quinn
Pennsylvania
$303K -$16.1K -100 -5%
LC
1534
Lindbrook Capital
California
$303K +$13.8K +86 +5%
BW
1535
Bison Wealth
Georgia
$303K +$292K +1,813 New
EF
1536
Empirical Finance
Pennsylvania
$302K +$290K +1,804 New
AC
1537
Athanor Capital
New York
$301K +$290K +1,800 New
ZIM
1538
Zacks Investment Management
Illinois
$301K +$290K +1,803 New
LA
1539
LVW Advisors
New York
$299K -$73.9K -459 -20%
BWM
1540
BerganKDV Wealth Management
Minnesota
$299K -$64.4K -400 -18%
CIS
1541
Connors Investor Services
Pennsylvania
$297K -$789K -4,900 -73%
TMAM
1542
Tokio Marine Asset Management
Japan
$297K +$38.8K +241 +16%
AEPG
1543
American Economic Planning Group
New Jersey
$295K -$4.02K -25 -1%
SFWA
1544
Summit Financial Wealth Advisors
Louisiana
$293K -$36.5K -227 -12%
IC
1545
InterOcean Capital
Illinois
$293K +$12.1K +75 +4%
LC
1546
Loews Corp
New York
$293K +$282K +1,750 New
AF
1547
Affiance Financial
Minnesota
$292K
SC
1548
Searle & Co
Connecticut
$290K
GI
1549
Gradient Investments
Minnesota
$290K +$241K +1,496 +621%
Wolverine Trading
1550
Wolverine Trading
Illinois
$289K -$11.5M -71,609 -98%

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.