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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
RA
1701
Rational Advisors
New York
$135K -$710K -4,414 -85%
AIM
1702
Acropolis Investment Management
Missouri
$134K
WAM
1703
Westport Asset Management
Connecticut
$134K
ACA
1704
Atlas Capital Advisors
Wyoming
$132K
RTC
1705
Riverview Trust Company
Washington
$129K
AIM
1706
Advantage Investment Management
Iowa
$122K +$24.5K +152 +26%
IAS
1707
IMA Advisory Services
Colorado
$120K +$64.4K +400 +125%
CI
1708
CX Institutional
Indiana
$115K +$27.4K +170 +33%
PCIA
1709
Prime Capital Investment Advisors
Kansas
$113K -$61.3K -381 -36%
DBT
1710
Dubuque Bank & Trust
Iowa
$112K +$17.5K +109 +19%
GAM
1711
Gemmer Asset Management
California
$107K -$1.93K -12 -2%
GSWM
1712
Golden State Wealth Management
California
$107K +$103K +642 New
SMG
1713
Spectrum Management Group
Indiana
$105K -$4.02K -25 -4%
JFA
1714
JNBA Financial Advisors
Minnesota
$104K -$3.86K -24 -4%
FMTCOCP
1715
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$104K +$22.5K +140 +29%
BGIM
1716
Brandywine Global Investment Management
Pennsylvania
$103K -$32.9M -204,248 -100%
QCIG
1717
Quad-Cities Investment Group
Iowa
$100K
LA
1718
Legacy Advisors
Pennsylvania
$100K +$96.6K +600 New
AA
1719
AlphaMark Advisors
Kentucky
$99K
BEI
1720
Benjamin Edwards Inc
Missouri
$99K +$95K +590 New
PWM
1721
PRW Wealth Management
Massachusetts
$98K -$24.1K -150 -21%
WPA
1722
West Paces Advisors
Georgia
$95.1K
CIM
1723
Centersquare Investment Management
Pennsylvania
$94K +$57.9K +360 +180%
HCA
1724
Horan Capital Advisors
Ohio
$92K +$88.5K +550 New
DPA
1725
Delphi Private Advisors
California
$91K

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.