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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
AIP
1551
Almanack Investment Partners
Pennsylvania
$289K +$14K +87 +5%
SB
1552
Strategic Blueprint
Georgia
$289K +$278K +1,728 New
KM
1553
Kalos Management
Georgia
$288K -$34.8K -216 -11%
PWM
1554
Paulson Wealth Management
Illinois
$288K +$24K +149 +9%
FPFS
1555
First Personal Financial Services
North Carolina
$287K -$24.3K -151 -8%
DWA
1556
Dorsey Wright & Associates
California
$287K +$276K +1,715 New
VA
1557
Valmark Advisers
Ohio
$285K +$275K +1,707 New
SWK
1558
Stephen W. Kidder
$284K -$8.85K -55 -3%
LC
1559
LCNB Corp
Ohio
$284K -$3.7K -23 -1%
DCM
1560
Donaldson Capital Management
Indiana
$283K -$169K -1,053 -38%
HWA
1561
HHM Wealth Advisors
Tennessee
$283K -$3.54K -22 -1%
JWA
1562
JFS Wealth Advisors
Pennsylvania
$283K
BKA
1563
Brick & Kyle Associates
Pennsylvania
$283K +$1.93K +12 +0.7%
FCIM
1564
Fairview Capital Investment Management
California
$281K -$1.45K -9 -0.5%
MCM
1565
McMillion Capital Management
North Carolina
$281K
CCMINC
1566
Cardinal Capital Management Inc (North Carolina)
North Carolina
$279K
AWA
1567
Acorn Wealth Advisors
Michigan
$278K
UC
1568
Unio Capital
New Jersey
$276K
JHP
1569
James Hambro & Partners
United Kingdom
$276K +$8.05K +50 +3%
ECM
1570
EagleClaw Capital Management
Massachusetts
$275K
AIM
1571
AMI Investment Management
Indiana
$273K
EBSAM
1572
Eubel Brady & Suttman Asset Management
Ohio
$273K
I
1573
IberiaBank
Louisiana
$273K +$3.54K +22 +1%
CANY
1574
Caxton Associates (New York)
New York
$273K +$263K +1,632 New
FAM
1575
Flaharty Asset Management
Florida
$273K +$263K +1,634 New

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.