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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
FCH
1626
Freestone Capital Holdings
Washington
$225K -$105K -655 -33%
PCMC
1627
Private Capital Management (Colorado)
Colorado
$225K +$216K +1,344 New
WAM
1628
Weatherly Asset Management
California
$223K +$215K +1,333 New
PCM
1629
Penserra Capital Management
California
$222K +$15.9K +99 +8%
IUHSA
1630
Itau Unibanco Holding S.A.
Brazil
$221K
WAAG
1631
Wealth Alliance Advisory Group
Kansas
$221K +$203K +1,263 New
SRC
1632
Sage Rhino Capital
California
$221K +$213K +1,323 New
BCI
1633
Brinker Capital Investments
Pennsylvania
$220K -$21.1K -131 -9%
CHC
1634
City Holding Co
West Virginia
$220K
NQWM
1635
Northwest Quadrant Wealth Management
Oregon
$220K +$207K +1,289 New
JA
1636
JOYN Advisors
Georgia
$219K -$1.29K -8 -0.6%
PI
1637
Parkside Investments
Illinois
$219K +$212K +1,315 New
SWA
1638
SFMG Wealth Advisors
Texas
$218K +$210K +1,305 New
HIM
1639
Harbour Investment Management
Washington
$217K +$209K +1,297 New
TI
1640
Truepoint Inc
Ohio
$217K +$209K +1,299 New
TA
1641
Townsend & Associates
Colorado
$216K +$208K +1,292 New
OAM
1642
Oak Asset Management
California
$215K +$207K +1,285 New
KLI
1643
Kelman-Lazarov Inc
Tennessee
$214K +$206K +1,279 New
ACM
1644
Argent Capital Management
Missouri
$214K +$206K +1,281 New
BWP
1645
Bernardo Wealth Planning
Pennsylvania
$212K +$204K +1,265 New
PMFA
1646
Plante Moran Financial Advisors
Michigan
$211K
BCA
1647
Berman Capital Advisors
Georgia
$210K +$25.4K +158 +14%
SAA
1648
Southeast Asset Advisors
Georgia
$210K +$202K +1,254 New
HWA
1649
HCR Wealth Advisors
California
$210K +$202K +1,255 New
AA
1650
Alesco Advisors
New York
$210K +$202K +1,256 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.