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Union Pacific

1,684 hedge funds and large institutions have $96.6B invested in Union Pacific in 2018 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 564 increasing their positions, 713 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $1.4B

62% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 63

21% more funds holding in top 10

Funds holding in top 10: 7894 (+16)

13% more capital invested

Capital invested by funds: $85.8B → $96.6B (+$10.9B)

2.07% more ownership

Funds ownership: 78.28%80.35% (+2.1%)

2% more funds holding

Funds holding: 1,6561,684 (+28)

21% less repeat investments, than reductions

Existing positions increased: 564 | Existing positions reduced: 713

Holders
1,684
Holders Change
+28
Holders Change %
+1.69%
% of All Funds
38.5%
Holding in Top 10
94
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+20.51%
% of All Funds
2.15%
New
102
Increased
564
Reduced
713
Closed
63
Calls
$2.58B
Puts
$1.4B
Net Calls
+$1.18B
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
226
Balyasny Asset Management
Illinois
$38M +$34.1M +226,807 +3,566%
Creative Planning
227
Creative Planning
Kansas
$37.9M -$186K -1,234 -0.5%
JMPWA
228
JP Morgan Private Wealth Advisors
California
$37.8M -$1.9M -12,653 -5%
CWM
229
CIBC World Markets
New York
$37.7M -$37.1M -246,632 -52%
EP
230
Elkfork Partners
Oregon
$37.5M -$1.21M -8,030 -3%
GC
231
Guggenheim Capital
Illinois
$36.5M -$425K -2,821 -1%
CIM
232
Chiron Investment Management
New York
$36.2M +$33.4M +222,181 New
HC
233
Henshaw Capital
Massachusetts
$36.1M +$43.5K +289 +0.1%
SOMRS
234
State of Michigan Retirement System
Michigan
$35.9M -$1.4M -9,300 -4%
ASRS
235
Arizona State Retirement System
Arizona
$35.4M -$933K -6,198 -3%
Lazard Asset Management
236
Lazard Asset Management
New York
$35.4M +$734K +4,875 +2%
SAM
237
Sawgrass Asset Management
Florida
$35M -$1.21M -8,014 -4%
SOADOR
238
State of Alaska Department of Revenue
Alaska
$35M -$671K -4,460 -2%
MIM
239
MetLife Investment Management
New Jersey
$35M -$1.99M -13,189 -6%
ACPU
240
Arrowgrass Capital Partners (US)
Delaware
$33.2M +$10.8M +71,693 +54%
Caisse de Depot et Placement du Quebec (CDPQ)
241
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$33.2M +$14.1M +93,590 +85%
ERSOT
242
Employees Retirement System of Texas
Texas
$32.7M +$1.25M +8,300 +4%
TAM
243
Telemark Asset Management
Massachusetts
$32.6M +$10.5M +70,000 +54%
VRS
244
Virginia Retirement Systems
Virginia
$32.3M
RFC
245
Regions Financial Corp
Alabama
$32.2M -$707K -4,694 -2%
TAM
246
Tocqueville Asset Management
New York
$31.3M -$322K -2,138 -1%
BGIM
247
Brandywine Global Investment Management
Pennsylvania
$31.2M -$3.04M -20,215 -10%
CM
248
Castleark Management
Illinois
$30.8M -$10.5M -69,596 -27%
Nomura Asset Management
249
Nomura Asset Management
Japan
$30.8M -$74.7K -496 -0.3%
DADC
250
D.A. Davidson & Co
Montana
$30.7M -$847K -5,629 -3%

UNP Hedge Fund Activity: Q3 2018 in Review

1,684 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2018, worth a combined $96.6B — up 13% from $85.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new UNP positions and 63 closed out — a net gain of 39 holders — while 564 added to existing stakes and 713 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $705M. The largest seller was Capital Research Global Investors, cutting an estimated $1.36B.

  • 1,684 institutional investors held Union Pacific (UNP) as of Q3 2018, up from 1,656 in Q2 2018.
  • Funds reported $96.6B of Union Pacific stock for Q3 2018, up 13% quarter-over-quarter.
  • 102 funds opened new Union Pacific positions in Q3 2018 and 63 closed out, a net change of +39 holders.
  • The largest Union Pacific buyer in Q3 2018 was Egerton Capital (UK), an estimated $705M added.
  • The largest Union Pacific seller in Q3 2018 was Capital Research Global Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q3 2018.