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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
HIC
1376
Harvey Investment Company
Kentucky
$366K +$37.6K +250 +13%
DLCIG
1377
D.L. Carlson Investment Group
New Hampshire
$365K -$15.1K -100 -4%
BAM
1378
Berkshire Asset Management
Pennsylvania
$364K +$81.4K +541 +32%
SIAS
1379
Shine Investment Advisory Services
Colorado
$363K +$12K +80 +4%
MFS
1380
Madrona Financial Services
Washington
$362K
SCM
1381
Salem Capital Management
Massachusetts
$358K
SWM
1382
SVA Wealth Management
Wisconsin
$353K -$14.9K -99 -4%
NIA
1383
Northstar Investment Advisors
Colorado
$353K
SFG
1384
StrategIQ Financial Group
Indiana
$351K -$2.86K -19 -0.9%
MSS
1385
Mitchell Sinkler & Starr
Pennsylvania
$350K
BWM
1386
BerganKDV Wealth Management
Minnesota
$349K
MOS
1387
MGO One Seven
Ohio
$348K +$322K +2,138 New
PG
1388
Patten Group
Tennessee
$347K
MWM
1389
Mascoma Wealth Management
New Hampshire
$347K +$263K +1,750 +461%
WCM
1390
Weatherstone Capital Management
Colorado
$346K +$15.7K +104 +5%
EGA
1391
E&G Advisors
Texas
$345K -$103K -683 -24%
IUHSA
1392
Itau Unibanco Holding S.A.
Brazil
$344K +$78.4K +521 +33%
ANB
1393
Amarillo National Bank
Texas
$343K
CMANY
1394
Capital Management Associates (New York)
New York
$342K
LFR
1395
Lehman Financial Resources
Pennsylvania
$342K +$21.7K +144 +7%
GAM
1396
Gould Asset Management
California
$341K +$11.6K +77 +4%
GLI
1397
Guardian Life Insurance
New York
$340K -$9.03K -60 -3%
AAM
1398
AMI Asset Management
California
$338K
DCM
1399
Dimension Capital Management
Florida
$334K -$2.41K -16 -0.8%
MGIA
1400
Moneta Group Investment Advisors
Missouri
$334K +$35.4K +235 +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.