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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
SFG
1476
Summit Financial Group
West Virginia
$264K
HCM
1477
HMS Capital Management
Tennessee
$263K
CPSAC
1478
Chas P. Smith & Associates (CPS)
Florida
$261K -$100K -667 -29%
SA
1479
SRH Advisors
Kansas
$261K
HL
1480
HeadInvest LLC
Maine
$257K
TCM
1481
Tradewinds Capital Management
Washington
$256K +$36.9K +245 +18%
EF
1482
Empirical Finance
Pennsylvania
$256K +$237K +1,573 New
TSW
1483
Thompson Siegel & Walmsley
Virginia
$255K
FGAM
1484
Financial Gravity Asset Management
Texas
$255K +$21.8K +145 +9%
AIP
1485
Almanack Investment Partners
Pennsylvania
$255K +$28.6K +190 +13%
IP
1486
Intellectus Partners
California
$253K +$212K +1,407 +938%
FPFS
1487
First Personal Financial Services
North Carolina
$250K +$13.2K +88 +6%
DIP
1488
DT Investment Partners
Pennsylvania
$249K
CWM
1489
Capital Wealth Management
Rhode Island
$248K
MIC
1490
Meridian Investment Counsel
California
$248K +$15.1K +100 +7%
AIA
1491
Avalon Investment & Advisory
Texas
$246K -$15.4K -102 -6%
AWA
1492
Acorn Wealth Advisors
Michigan
$246K -$4.97K -33 -2%
WAM
1493
Weatherly Asset Management
California
$245K -$12K -80 -5%
NPT
1494
Nixon Peabody Trust
Massachusetts
$244K
QAM
1495
Q3 Asset Management
Michigan
$244K +$226K +1,500 New
DAM
1496
Delta Asset Management
Tennessee
$243K +$7.53K +50 +3%
NFA
1497
Nuveen Fund Advisors
Illinois
$242K -$131K -868 -37%
SFP
1498
Shepherd Financial Partners
Massachusetts
$242K
CGL
1499
Clarius Group LLC
Washington
$242K +$1.35K +9 +0.6%
HDIM
1500
Hanson & Doremus Investment Management
Vermont
$241K -$37.6K -250 -14%

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.