We are live on ! Find out more
UNP icon

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
MWM
1876
MinichMacGregor Wealth Management
New York
-$565K -4,875 Closed
CI
1877
Cavalier Investments
Georgia
-$668K -4,836 Closed
PFS
1878
Prospera Financial Services
Texas
-$663K -4,806 Closed
IP
1879
Intellectus Partners
California
-$615K -4,453 Closed
SSG
1880
Summit Securities Group
New York
-$594K -4,300 Closed
AF
1881
Ally Financial
Michigan
-$553K -4,000 Closed
FPCG
1882
Fort Pitt Capital Group
Pennsylvania
-$526K -3,802 Closed
HA
1883
Harfst & Associates
Wyoming
-$512K -3,708 Closed
TPWA
1884
TRUE Private Wealth Advisors
Oregon
-$504K -3,650 Closed
TRAM
1885
Tuscan Ridge Asset Management
Illinois
-$484K -3,500 Closed
HR
1886
Hayden Royal
North Carolina
-$354K -2,558 Closed
FSA
1887
Franklin Street Advisors
North Carolina
-$297K -2,151 Closed
AAM
1888
AMI Asset Management
California
-$287K -2,074 Closed
NICM
1889
Neo Ivy Capital Management
New York
-$287K -2,074 Closed
DCM
1890
Dimension Capital Management
Florida
-$284K -2,054 Closed
SCP
1891
Stamos Capital Partners
California
-$276K -2,000 Closed
DTL
1892
Dynamic Technology Lab
Singapore
-$263K -1,900 Closed
SAMC
1893
Spectrum Asset Management (California)
California
-$263K -1,900 Closed
PWP
1894
Principle Wealth Partners
Connecticut
-$254K -1,840 Closed
WIA
1895
World Investment Advisors
California
-$295K -1,765 Closed
LDB
1896
Lee, Danner & Bass
Tennessee
-$228K -1,651 Closed
ECM
1897
EII Capital Management
New York
-$215K -1,558 Closed
BWM
1898
BT Wealth Management
Georgia
-$259K -1,526 Closed
HHGA
1899
Halbert Hargrove Global Advisors
California
-$210K -1,519 Closed
QT
1900
Quantamental Technologies
New York
-$190K -1,372 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.