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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
AWM
1776
AllSquare Wealth Management
New York
$31K
EIM
1777
Essex Investment Management
Massachusetts
$29K -$27.4K -170 -50%
MWC
1778
MKD Wealth Coaches
Michigan
$29K +$27.8K +173 New
CCMW
1779
Cypress Capital Management (Wyoming)
Wyoming
$28K -$13.2K -82 -33%
KL
1780
KWMG LLC
Kansas
$28K -$8.05K -50 -23%
WCM
1781
WealthBridge Capital Management
Ohio
$27K -$1.93K -12 -7%
FNBOSM
1782
First National Bank of South Miami
Florida
$27K
WCM
1783
Whitener Capital Management
North Carolina
$27K
CAGAS
1784
Capital Advisory Group Advisory Services
Minnesota
$27K +$4.02K +25 +19%
SMFS
1785
Squar Milner Financial Services
California
$27K +$20.8K +129 +369%
OFW
1786
Omnia Family Wealth
Florida
$25K +$1.77K +11 +8%
CFA
1787
Camarda Financial Advisors
Florida
$25K +$20.6K +128 +674%
BWL
1788
Bogart Wealth LLC
Virginia
$24K
VRM
1789
Vectors Research Management
New York
$24K
NSB
1790
Norway Savings Bank
Maine
$23K
FGAM
1791
Financial Gravity Asset Management
Texas
$23K +$21.6K +134 New
KLWA
1792
Kelly Lawrence W & Associates
California
$21K
MCM
1793
MV Capital Management
Maryland
$20K -$65.5K -407 -78%
NCM
1794
Next Capital Management
New York
$19K
CH
1795
Canton Hathaway
Rhode Island
$19K +$19K +118 New
BL
1796
Balentine LLC
Georgia
$18K
DWM
1797
Destination Wealth Management
California
$18K +$17.1K +106 New
ICOM
1798
Investment Counselors of Maryland
Maryland
$17K
WCG
1799
Weaver Consulting Group
California
$17K +$15.4K +96 New
TFS
1800
TrustCore Financial Services
Tennessee
$17K +$16.3K +101 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.