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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
PC
1326
Peavine Capital
Nevada
$443K +$18.1K +120 +5%
FCFC
1327
First Commonwealth Financial Corp
Pennsylvania
$443K +$88.4K +587 +27%
TNB
1328
Thomasville National Bank
Georgia
$442K +$1.5K +10 +0.4%
BHBT
1329
Burke & Herbert Bank & Trust
Virginia
$438K
PVWM
1330
Point View Wealth Management
New Jersey
$436K -$1.05K -7 -0.3%
YWP
1331
YorkBridge Wealth Partners
New York
$434K -$1.81K -12 -0.5%
IWA
1332
Intercontinental Wealth Advisors
Texas
$433K
EWM
1333
Edge Wealth Management
New York
$428K -$113K -750 -22%
CPC
1334
Congress Park Capital
New York
$428K
JFGIW
1335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$427K +$16.1K +107 +4%
MIH
1336
Meitav Investment House
Israel
$426K -$30.1K -200 -7%
PAS
1337
Partnervest Advisory Services
California
$426K +$73.9K +491 +23%
JCM
1338
Janney Capital Management
Pennsylvania
$425K +$69.8K +464 +22%
AFIA
1339
America First Investment Advisors
Nebraska
$424K
GC
1340
Garde Capital
Washington
$424K
MIM
1341
Montgomery Investment Management
Maryland
$423K
SHGA
1342
Sand Hill Global Advisors
California
$423K
SC
1343
Sawyer & Company
Massachusetts
$419K
RM
1344
Resource Management
Louisiana
$418K +$36.9K +245 +11%
IWC
1345
Integrated Wealth Concepts
Massachusetts
$418K +$44.4K +295 +13%
TIM
1346
Tortoise Investment Management
New York
$417K
GIA
1347
Granite Investment Advisors
New Hampshire
$416K
KTC
1348
Kistler-Tiffany Companies
Pennsylvania
$415K -$9.33K -62 -2%
STMM
1349
South Texas Money Management
Texas
$414K +$5.42K +36 +1%
DR
1350
Davis Rea
Ontario, Canada
$407K

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.