We are live on ! Find out more
UNP icon

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
HAIM
1576
Hunter Associates Investment Management
Pennsylvania
$272K
NBG
1577
Nancy B. Gardiner
$272K
FAM
1578
Fenimore Asset Management
New York
$271K -$13.7K -85 -5%
SFG
1579
Summit Financial Group
West Virginia
$271K
MCA
1580
Mercer Capital Advisers
New Jersey
$270K -$3.7K -23 -1%
TC
1581
Telemus Capital
Michigan
$269K -$23.8K -148 -8%
CF
1582
CNA Financial
Illinois
$268K +$258K +1,600 New
GHAM
1583
Gilman Hill Asset Management
Connecticut
$267K -$72.4K -450 -22%
LWM
1584
Lyell Wealth Management
California
$267K -$48.3K -300 -16%
CCM
1585
Carderock Capital Management
Maryland
$265K +$255K +1,585 New
SCA
1586
Sippican Capital Advisors
Massachusetts
$264K
APW
1587
Acima Private Wealth
Virginia
$263K +$17.4K +108 +7%
SG
1588
StoneX Group
New York
$263K +$253K +1,574 New
TSW
1589
Thompson Siegel & Walmsley
Virginia
$262K
CIC
1590
Crawford Investment Counsel
Georgia
$262K +$11.6K +72 +5%
BWCS
1591
Beirne Wealth Consulting Services
Connecticut
$261K -$21.9K -136 -8%
HIS
1592
Harvest Investment Services
Illinois
$261K +$247K +1,532 New
TCM
1593
Tradewinds Capital Management
Washington
$260K -$3.22K -20 -1%
MSFP
1594
Mark Sheptoff Financial Planning
Connecticut
$259K +$65.2K +405 +35%
NAM
1595
NTV Asset Management
West Virginia
$257K -$24.1K -150 -9%
DA
1596
DSC Advisors
Illinois
$257K -$4.67K -29 -2%
MIC
1597
Meridian Investment Counsel
California
$255K
CWM
1598
Capital Wealth Management
Rhode Island
$254K
HFP
1599
Holistic Financial Partners
Indiana
$254K +$244K +1,517 New
VIA
1600
Vident Investment Advisory
Georgia
$251K -$573K -3,563 -70%

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.