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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
SP
126
Sarasin & Partners
United Kingdom
$101M -$11.4M -75,417 -11%
KFC
127
Klingenstein Fields & Co
New York
$97.2M -$3.94M -26,170 -4%
AG
128
Aperio Group
California
$97M +$2.01M +13,358 +2%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$94.1M -$26.2M -174,158 -23%
CB
130
Commerce Bank
Missouri
$92.7M +$227K +1,509 +0.3%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$92.4M -$12.3M -81,930 -13%
First Trust Advisors
132
First Trust Advisors
Illinois
$92.4M +$24.2M +161,010 +40%
BTW
133
Boston Trust Walden
Massachusetts
$92.3M +$15.5K +103 +0%
MAMU
134
Marathon Asset Management (UK)
United Kingdom
$91.6M +$13.7M +91,308 +19%
MCI
135
McDonald Capital Investors
California
$90.9M -$7.05M -46,840 -8%
FWIA
136
Fort Washington Investment Advisors
Ohio
$89.6M -$2.94M -19,544 -3%
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$89.5M +$62.2M +413,406 +303%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$88.1M -$45.5M -302,255 -36%
WHRC
139
W.H. Reaves & Co
New Jersey
$83.9M -$1.5M -9,985 -2%
ACI
140
AMP Capital Investors
Australia
$83.8M -$8.67M -57,571 -10%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$83.4M +$3M +19,914 +4%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$83.1M -$1.57M -10,397 -2%
SEI Investments
143
SEI Investments
Pennsylvania
$82.7M -$6.19M -41,152 -7%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$82.1M -$2.31M -15,353 -3%
William Blair & Company
145
William Blair & Company
Illinois
$81.2M -$1.26M -8,394 -2%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$80.6M -$30.3M -201,177 -29%
SAM
147
Scopus Asset Management
New York
$79M +$73M +485,000 New
GT
148
Glenmede Trust
Pennsylvania
$78.9M -$739K -4,911 -1%
AQR Capital Management
149
AQR Capital Management
Connecticut
$77.7M -$53M -351,926 -42%
Public Sector Pension Investment Board (PSP Investments)
150
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$77.2M -$7.59M -50,445 -10%

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.