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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
SWA
1676
Stratos Wealth Advisors
Ohio
$201K +$193K +1,200 New
MIAS
1677
Mason Investment Advisory Services
Virginia
$201K +$193K +1,202 New
LA
1678
Lau Associates
Delaware
$200K -$110K -682 -36%
CA
1679
Crewe Advisors
Utah
$200K +$71.8K +446 +59%
FNBTCON
1680
First National Bank & Trust Co of Newtown
Pennsylvania
$200K +$192K +1,194 New
PCM
1681
Prelude Capital Management
New York
$196K -$63.1K -392 -25%
AIC
1682
Ameritas Investment Company
Nebraska
$189K +$182K +1,129 New
CBT
1683
Capital Bank & Trust
California
$184K -$147K -912 -45%
SFPIA
1684
Stevens First Principles Investment Advisors
California
$184K
MA
1685
MCF Advisors
Kentucky
$183K
VLKIM
1686
Van Lanschot Kempen Investment Management
Netherlands
$182K +$13.7K +85 +8%
LWM
1687
Lenox Wealth Management
Ohio
$177K -$3.38K -21 -2%
BAMG
1688
Brand Asset Management Group
Missouri
$175K -$23.3K -145 -12%
MAM
1689
Marquette Asset Management
Minnesota
$170K +$163K +1,014 New
CWM
1690
Catamount Wealth Management
Connecticut
$167K -$4.51K -28 -3%
BOC
1691
Barbara Oil Co
Illinois
$167K
JIP
1692
JBJ Investment Partners
South Carolina
$165K +$158K +984 New
WOC
1693
West Oak Capital
California
$158K
FC
1694
Ferris Capital
Massachusetts
$156K
CFD
1695
Creative Financial Designs
Indiana
$152K +$146K +909 New
CGT
1696
Capital Guardian Trust
California
$149K +$35.6K +221 +33%
LWA
1697
Lenox Wealth Advisors
New York
$144K +$7.72K +48 +6%
LWM
1698
Liberty Wealth Management
California
$143K +$805 +5 +0.6%
ST
1699
Sageworth Trust
Pennsylvania
$143K +$137K +853 New
AP
1700
Arlington Partners
Alabama
$138K +$133K +828 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.