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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
VOYA Investment Management
51
VOYA Investment Management
Georgia
$389M +$49.7M +330,045 +16%
RJA
52
Raymond James & Associates
Florida
$378M +$5.1M +33,849 +1%
ClearBridge Investments
53
ClearBridge Investments
New York
$374M -$14.7M -97,514 -4%
Principal Financial Group
54
Principal Financial Group
Iowa
$370M -$17.8M -118,380 -5%
O
55
OppenheimerFunds
New York
$368M +$51.1M +339,603 +18%
American Century Companies
56
American Century Companies
Missouri
$332M +$59.1M +392,877 +24%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$323M -$10.1M -67,000 -3%
Citadel Advisors
58
Citadel Advisors
Florida
$314M +$97.4M +647,270 +51%
Fayez Sarofim & Co
59
Fayez Sarofim & Co
Texas
$312M -$6.08M -40,373 -2%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$307M -$8.46M -56,199 -3%
UIM
61
USS Investment Management
United Kingdom
$299M
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$278M -$31.2M -206,944 -11%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$272M +$47.6M +316,446 +23%
CS
64
Credit Suisse
Switzerland
$255M +$11.1M +73,590 +5%
Mawer Investment Management
65
Mawer Investment Management
Alberta, Canada
$250M +$9.87M +65,550 +4%
TA
66
Teachers Advisors
New York
$248M -$7.31M -48,551 -3%
BAM
67
Burgundy Asset Management
Ontario, Canada
$239M -$3.56M -23,626 -2%
AllianceBernstein
68
AllianceBernstein
Tennessee
$224M -$3.44M -22,845 -2%
Millennium Management
69
Millennium Management
New York
$221M +$47.6M +316,522 +30%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$214M -$3.73M -24,796 -2%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$214M +$15M +99,357 +8%
PP
72
Prudential plc
United Kingdom
$211M -$2.41M -16,013 -1%
Asset Management One
73
Asset Management One
Japan
$209M +$1.04M +6,903 +0.5%
Fidelity International
74
Fidelity International
Bermuda
$208M -$110M -731,107 -36%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$206M -$11.4M -75,670 -6%

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.