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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
TCI Fund Management
26
TCI Fund Management
United Kingdom
$829M +$504M +3,345,294 +192%
Capital International Investors
27
Capital International Investors
California
$782M +$671M +4,458,858 +1,303%
Legal & General Group
28
Legal & General Group
United Kingdom
$669M -$17.3M -114,833 -3%
State Farm Mutual Automobile Insurance
29
State Farm Mutual Automobile Insurance
Illinois
$650M
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$637M +$29.2M +193,678 +5%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$636M -$244M -1,618,399 -29%
Deutsche Bank
32
Deutsche Bank
Germany
$629M -$313M -2,081,944 -35%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$622M -$88.1M -584,907 -13%
UBS AM
34
UBS AM
Illinois
$574M -$14.3M -95,130 -3%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$554M -$7.6M -50,487 -1%
LPC
36
Lone Pine Capital
Connecticut
$525M +$485M +3,224,826 New
Allianz Asset Management
37
Allianz Asset Management
Germany
$502M +$3.18M +21,105 +0.7%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$501M +$59.5M +395,191 +15%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$485M -$47.4M -314,873 -10%
Franklin Resources
40
Franklin Resources
California
$471M -$832K -5,530 -0.2%
Primecap Management
41
Primecap Management
California
$453M +$29.5M +196,200 +8%
PI
42
Putnam Investments
Massachusetts
$435M +$18M +119,505 +5%
AAMU
43
Amundi Asset Management US
Massachusetts
$432M +$17.6M +117,205 +5%
APG Asset Management
44
APG Asset Management
Netherlands
$426M +$6.79M +45,100 +2%
PPA
45
Parametric Portfolio Associates
Washington
$409M +$11.7M +77,637 +3%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$408M +$110M +732,131 +41%
Swiss National Bank
47
Swiss National Bank
Switzerland
$403M -$19.1M -126,800 -5%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$403M +$3.81M +25,332 +1%
Winslow Capital Management
49
Winslow Capital Management
Minnesota
$400M +$75.3M +500,492 +26%
FAM
50
Fred Alger Management
New York
$393M -$56.4M -374,899 -13%

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.