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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
ADEF
251
Adams Diversified Equity Fund
Maryland
$30.5M -$4.86M -32,300 -15%
SIA
252
Sit Investment Associates
Minnesota
$30M -$1.09M -7,250 -4%
DZ Bank
253
DZ Bank
Germany
$30M -$2.77M -18,384 -9%
FCI
254
Financial Counselors Inc
Kansas
$29.9M -$296K -1,969 -1%
CTC
255
Central Trust Company
Missouri
$29.6M +$182K +1,208 +0.7%
Natixis Advisors
256
Natixis Advisors
Massachusetts
$29.4M +$723K +4,801 +3%
FAF
257
Första AP-fonden
Sweden
$29.3M -$9.17M -60,900 -25%
CBUSF
258
Construction & Building Unions Superannuation Fund
Australia
$29.3M
TRSOTSOK
259
Teachers Retirement System of the State of Kentucky
Kentucky
$29.3M -$1.47M -9,750 -5%
GAM
260
Gotham Asset Management
New York
$29M +$3.9M +25,882 +17%
PGFC
261
Peapack-Gladstone Financial Corp
New Jersey
$28.9M -$105K -698 -0.4%
OPERF
262
Oregon Public Employees Retirement Fund
Oregon
$28.6M -$1.05K -7 -0%
FWCM
263
Ferguson Wellman Capital Management
Oregon
$27.5M +$15.2M +100,908 +148%
HNB
264
Huntington National Bank
Ohio
$27.3M -$309K -2,051 -1%
TAM
265
Tyers Asset Management
Texas
$27.2M -$879K -5,840 -3%
LPL Financial
266
LPL Financial
California
$27.1M -$2.56M -17,032 -9%
EARNEST Partners
267
EARNEST Partners
Georgia
$27.1M -$400K -2,654 -2%
AIM
268
Artemis Investment Management
United Kingdom
$27.1M +$2.91M +19,349 +13%
TPSF
269
Texas Permanent School Fund
Texas
$27M -$3.5M -23,254 -12%
Comerica Bank
270
Comerica Bank
Texas
$26.9M -$7.16M -47,559 -20%
B
271
BP
United Kingdom
$26.4M +$1.35M +9,000 +6%
FT
272
Fiduciary Trust
Massachusetts
$26.2M -$562K -3,733 -2%
TAM
273
Todd Asset Management
Kentucky
$26.2M -$136K -904 -0.6%
FTIOP
274
Fiduciary Trust International of Pennsylvania
Pennsylvania
$25.9M +$462K +3,071 +2%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.9M -$1.02M -6,770 -4%

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.