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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
LDB
1451
Lee, Danner & Bass
Tennessee
$281K -$24.4K -162 -9%
LC
1452
LCNB Corp
Ohio
$281K +$15.7K +104 +6%
JWA
1453
JFS Wealth Advisors
Pennsylvania
$279K +$3.91K +26 +2%
AIM
1454
AMI Investment Management
Indiana
$278K -$9.79K -65 -4%
DBT
1455
Dubuque Bank & Trust
Iowa
$278K +$149K +991 +138%
EA
1456
Evanston Advisors
Illinois
$277K
TW
1457
Transform Wealth
Colorado
$277K
FAM
1458
Fenimore Asset Management
New York
$277K +$5.27K +35 +2%
CCM
1459
Carlson Capital Management
Minnesota
$275K
FCIM
1460
Fairview Capital Investment Management
California
$275K
NAM
1461
NTV Asset Management
West Virginia
$275K
DA
1462
DSC Advisors
Illinois
$275K +$25.3K +168 +11%
MCM
1463
McMillion Capital Management
North Carolina
$274K -$1.81K -12 -0.7%
IC
1464
InterOcean Capital
Illinois
$273K
EFSCE
1465
Enterprise Financial Services Corp (EFSC)
Missouri
$273K +$19.9K +132 +9%
CCMINC
1466
Cardinal Capital Management Inc (North Carolina)
North Carolina
$272K
TI
1467
Truepoint Inc
Ohio
$272K +$26.5K +176 +12%
GRP
1468
Global Retirement Partners
California
$269K -$21.4K -142 -8%
ECM
1469
EagleClaw Capital Management
Massachusetts
$268K
Kovitz Investment Group Partners
1470
Kovitz Investment Group Partners
Illinois
$268K +$22.6K +150 +10%
MCA
1471
Mercer Capital Advisers
New Jersey
$267K
EBSAM
1472
Eubel Brady & Suttman Asset Management
Ohio
$266K
NBG
1473
Nancy B. Gardiner
$265K +$245K +1,626 New
CGT
1474
Capital Guardian Trust
California
$265K +$245K +1,630 New
PCA
1475
Personal Capital Advisors
California
$264K -$2.26K -15 -0.9%

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.