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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
NCM
1726
Nelson Capital Management
California
$86K +$966 +6 +1%
SAM
1727
Strategy Asset Managers
California
$85K +$81.8K +508 New
CIAS
1728
Capital Investment Advisory Services
North Carolina
$83K -$30.3K -188 -28%
CQS
1729
Credential Qtrade Securities
$81.8K
GT
1730
Glenmede Trust
Pennsylvania
$78.6K -$814K -5,055 -1%
LJHT
1731
Laurie J. Hall Trustee
$77K -$3.22K -20 -4%
WAS
1732
WESPAC Advisors SoCal
California
$75K -$30.6K -190 -30%
ATC
1733
Adirondack Trust Company
New York
$75K
PCA
1734
Providence Capital Advisors
North Carolina
$75K
FCMT
1735
Founders Capital Management (Texas)
Texas
$74K
TFO
1736
Tarbox Family Office
California
$73K
JGIA
1737
Jackson Grant Investment Advisers
Connecticut
$72K +$483 +3 +0.7%
PFO
1738
Pathstone Family Office
New Jersey
$71K +$68.4K +425 New
HIIFS
1739
Harel Insurance Investments & Financial Services
Israel
$67K
CIA
1740
Cascade Investment Advisors
Oregon
$66.9K
AIM
1741
Arcadia Investment Management
Michigan
$63K
AIA
1742
Alera Investment Advisors
Illinois
$63K +$60.2K +374 New
EWM
1743
Executive Wealth Management
Michigan
$62K -$1.77K -11 -3%
CIM
1744
Contravisory Investment Management
Massachusetts
$62K
HIM
1745
Hillsdale Investment Management
Ontario, Canada
$62K +$59.5K +370 New
HGWM
1746
Harvest Group Wealth Management
Massachusetts
$62K +$59.9K +372 New
HWM
1747
Holloway Wealth Management
Florida
$61K
TI
1748
Truehand Inc
New Hampshire
$60K -$2.74K -17 -5%
ONST
1749
Old North State Trust
North Carolina
$60K
PGWM
1750
Parisi Gray Wealth Management
New Jersey
$58K

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.