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
PHAM
1651
Palisades Hudson Asset Management
Florida
$209K +$201K +1,250 New
CAL
1652
Capital Analysts LLC
Pennsylvania
$208K +$13.5K +84 +7%
GSBTD
1653
Glenview State Bank Trust Department
Illinois
$207K +$199K +1,237 New
SLF
1654
Sun Life Financial
Ontario, Canada
$206K -$131K -812 -40%
9WM
1655
9258 Wealth Management
Ohio
$206K +$198K +1,233 New
WFMPM
1656
Woodley Farra Manion Portfolio Management
Indiana
$206K +$199K +1,235 New
WAP
1657
Wealthcare Advisory Partners
Pennsylvania
$205K +$16.4K +102 +9%
SWMG
1658
Sanchez Wealth Management Group
Florida
$205K +$198K +1,229 New
FHA
1659
Flagship Harbor Advisors
Massachusetts
$204K +$21.2K +132 +12%
TC
1660
Truvestments Capital
Florida
$204K +$196K +1,218 New
WA
1661
Whitebox Advisors
Minnesota
$204K +$196K +1,219 New
LCP
1662
Legacy Capital Partners
Wisconsin
$203K +$195K +1,214 New
FIM
1663
Frontier Investment Management
Texas
$203K +$196K +1,216 New
GEA
1664
Glen Eagle Advisors
New Jersey
$202K +$2.58K +16 +1%
POIA
1665
Pin Oak Investment Advisors
Texas
$202K
CCIA
1666
Campbell & Co Investment Adviser
Maryland
$202K +$194K +1,207 New
SGAM
1667
Steinberg Global Asset Management
Florida
$202K +$194K +1,207 New
ESBC
1668
E.S. Barr & Co
Kentucky
$202K +$195K +1,210 New
MAA
1669
Mraz Amerine & Associates
California
$202K +$195K +1,210 New
SA
1670
SRH Advisors
Kansas
$201K -$64.4K -400 -25%
AIM
1671
Aspen Investment Management
Michigan
$201K +$193K +1,200 New
CA
1672
Callahan Advisors
Texas
$201K +$193K +1,200 New
DIP
1673
DT Investment Partners
Pennsylvania
$201K +$193K +1,200 New
HCP
1674
Holt Capital Partners
Texas
$201K +$193K +1,200 New
MCC
1675
Malaga Cove Capital
California
$201K +$193K +1,200 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.