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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
HL
1601
HeadInvest LLC
Maine
$251K -$266K -1,654 -52%
TW
1602
Transform Wealth
Colorado
$251K -$40.2K -250 -14%
EGA
1603
E&G Advisors
Texas
$251K
DBIA
1604
Dumont & Blake Investment Advisors
New Jersey
$251K +$241K +1,500 New
NPT
1605
Nixon Peabody Trust
Massachusetts
$250K -$9.17K -57 -4%
QAM
1606
Q3 Asset Management
Michigan
$250K
HR
1607
Hardy Reed
Mississippi
$248K -$51.3K -319 -18%
HDIM
1608
Hanson & Doremus Investment Management
Vermont
$248K
CWM
1609
Campbell Wealth Management
Virginia
$246K +$966 +6 +0.4%
MWM
1610
Meridian Wealth Management
Kentucky
$242K +$233K +1,447 New
DAM
1611
Delta Asset Management
Tennessee
$241K
BCWM
1612
Blue Chip Wealth Management
Florida
$241K +$232K +1,439 New
OSNBOA
1613
Old Second National Bank of Aurora
Illinois
$240K
KCPG
1614
Kavar Capital Partners Group
Kansas
$239K +$230K +1,428 New
BONST
1615
Bank of Nova Scotia Trust
Ontario, Canada
$236K -$44.3K -275 -16%
GCM
1616
Gables Capital Management
Florida
$233K
GIA
1617
GHP Investment Advisors
Colorado
$233K +$224K +1,393 New
FUBT
1618
First United Bank & Trust
Maryland
$231K +$223K +1,384 New
LA
1619
LexAurum Advisors
Kansas
$230K +$221K +1,373 New
DW
1620
Domani Wealth
Pennsylvania
$228K +$220K +1,365 New
WCM
1621
Windsor Capital Management
Arizona
$227K +$219K +1,362 New
FFG
1622
Frisch Financial Group
New York
$226K +$217K +1,349 New
AAM
1623
Aureus Asset Management
Massachusetts
$226K +$217K +1,350 New
GWCM
1624
Godshalk Welsh Capital Management
Pennsylvania
$226K +$217K +1,350 New
VCM
1625
Vision Capital Management
Oregon
$226K +$218K +1,353 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.