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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
Boston Partners
101
Boston Partners
Massachusetts
$137M +$106M +705,251 +530%
Prudential Financial
102
Prudential Financial
New Jersey
$136M -$5.84M -38,790 -4%
PC
103
PointState Capital
New York
$131M +$35.3M +234,321 +41%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$130M +$4.63M +30,754 +4%
Aviva
105
Aviva
United Kingdom
$130M +$18.2M +121,167 +18%
HFS
106
HL Financial Services
Kentucky
$128M +$1.82M +12,065 +2%
EVM
107
Eaton Vance Management
Massachusetts
$124M +$6.3M +41,825 +6%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$123M +$10.8M +71,412 +10%
Neuberger Berman Group
109
Neuberger Berman Group
New York
$122M +$15.2M +101,185 +16%
PAMU
110
Pictet Asset Management (UK)
United Kingdom
$120M -$74.9M -497,833 -40%
Schroder Investment Management Group
111
Schroder Investment Management Group
United Kingdom
$117M -$4.71M -31,258 -4%
National Pension Service
112
National Pension Service
South Korea
$117M +$1.32M +8,746 +1%
Swedbank
113
Swedbank
Sweden
$116M -$2.9M -19,245 -3%
Axa
114
Axa
France
$115M -$47.6M -316,195 -31%
SB
115
Suntrust Banks
Georgia
$115M -$414K -2,749 -0.4%
Assenagon Asset Management
116
Assenagon Asset Management
Luxembourg
$113M +$93.4M +620,167 +809%
AT
117
AMF Tjänstepension
Sweden
$113M +$4.17M +27,699 +4%
Canada Life
118
Canada Life
Manitoba, Canada
$109M -$13.5M -89,590 -12%
Bessemer Group
119
Bessemer Group
New Jersey
$109M -$54.1M -359,181 -35%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$106M -$4.48M -29,777 -4%
Calamos Advisors
121
Calamos Advisors
Illinois
$105M -$8.45M -56,132 -8%
WIM
122
Waverton Investment Management
United Kingdom
$104M +$35.5M +235,543 +58%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$102M -$6.83M -45,362 -7%
JWBC
124
John W. Bristol & Co
New York
$101M -$1.13M -7,508 -1%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$101M -$152M -1,011,989 -62%

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.