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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
LFA
1426
Legacy Financial Advisors
Kentucky
$315K -$11.3K -75 -4%
FCH
1427
Freestone Capital Holdings
Washington
$312K -$1.19M -7,903 -80%
GRQ
1428
Gardner Russo & Quinn
Pennsylvania
$311K
KA
1429
Kaizen Advisory
Illinois
$309K
SAMC
1430
Spectrum Asset Management (California)
California
$309K
NFG
1431
Nadler Financial Group
Illinois
$309K +$151 +1 +0.1%
LWM
1432
Lyell Wealth Management
California
$308K
AWM
1433
Aries Wealth Management
Maine
$307K -$110K -728 -28%
FHA
1434
Flagship Harbor Advisors
Massachusetts
$305K +$5.27K +35 +2%
GHAM
1435
Gilman Hill Asset Management
Connecticut
$304K
AP
1436
Atwood & Palmer
Missouri
$301K -$152K -1,011 -35%
MIM
1437
Macroview Investment Management
Maryland
$300K -$6.32K -42 -2%
WTFG
1438
Wells Trecaso Financial Group
Ohio
$299K +$10.2K +68 +4%
AEPG
1439
American Economic Planning Group
New Jersey
$298K -$37.9K -252 -12%
SFWA
1440
Summit Financial Wealth Advisors
Louisiana
$298K +$296K +1,964 New
NIM
1441
NuWave Investment Management
New Jersey
$297K -$101K -673 -27%
LA
1442
LVW Advisors
New York
$293K
FPCM
1443
Financial Partners Capital Management
New York
$292K
BONST
1444
Bank of Nova Scotia Trust
Ontario, Canada
$291K -$3.76K -25 -1%
EP
1445
Edgestream Partners
New Jersey
$290K +$268K +1,780 New
UC
1446
Unio Capital
New Jersey
$285K -$90.3K -600 -26%
AF
1447
Affiance Financial
Minnesota
$284K
TC
1448
Trust Company
Kansas
$284K +$6.62K +44 +3%
SC
1449
Searle & Co
Connecticut
$282K
CAC
1450
Certified Advisory Corp
Florida
$282K +$602 +4 +0.2%

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.