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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
CIA
1826
CSat Investment Advisory
Michigan
$3K -$322 -2 -12%
APC
1827
Aspire Private Capital
North Carolina
$3K
SCA
1828
Stuart Chaussee & Associates
California
$3K
LF
1829
Lee Financial
Texas
$3K +$2.74K +17 New
PGAM
1830
Princeton Global Asset Management
New Jersey
$3K +$2.9K +18 New
CT
1831
Chicago Trust
Illinois
$2.51K -$46K -286 -2%
WWM
1832
Willingdon Wealth Management
North Carolina
$2K -$2.25K -14 -52%
JIR
1833
James Investment Research
Ohio
$2K -$483 -3 -23%
ADL
1834
Asset Dedication LLC
California
$2K
PG
1835
Proffitt & Goodson
Tennessee
$2K
SFA
1836
Semmax Financial Advisors
North Carolina
$2K +$1.77K +11 New
CIR
1837
Clear Investment Research
Georgia
$1K
ACA
1838
Ackerman Capital Advisors
Texas
$435
Koshinski Asset Management
1839
Koshinski Asset Management
Illinois
$336 -$845K -5,253 -72%
JPLA
1840
Joseph P. Lucia & Associates
New York
$30 +$814K +5,060 New
MWA
1841
Marshall Wace Asia
Hong Kong
-$34.2M -247,355 Closed
Holocene Advisors
1842
Holocene Advisors
New York
-$20.4M -147,308 Closed
Squarepoint
1843
Squarepoint
New York
-$20.2M -146,007 Closed
PWAG
1844
Polaris Wealth Advisory Group
California
-$16.8M -121,541 Closed
Point72 Asset Management
1845
Point72 Asset Management
Connecticut
-$16.3M -117,957 Closed
6M
1846
6 Meridian
Kansas
-$13.8M -99,916 Closed
CISOA
1847
Capital Investment Services of America
Wisconsin
-$12M -86,766 Closed
QT
1848
Quantbot Technologies
New York
-$8.74M -63,215 Closed
SC
1849
Salzman & Co
New York
-$8.49M -61,455 Closed
ZP
1850
Zimmer Partners
New York
-$7.6M -55,000 Closed

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.