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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
SCA
1501
Sippican Capital Advisors
Massachusetts
$241K
CHA
1502
Cedar Hill Associates
Illinois
$240K -$194K -1,292 -47%
I
1503
IberiaBank
Louisiana
$239K +$221K +1,470 New
TAIM
1504
TD Ameritrade Investment Management
Nebraska
$237K +$193K +1,285 +760%
HHGA
1505
Halbert Hargrove Global Advisors
California
$234K -$7.68K -51 -3%
OSNBOA
1506
Old Second National Bank of Aurora
Illinois
$233K -$9.03K -60 -4%
HAIM
1507
Hunter Associates Investment Management
Pennsylvania
$232K
TA
1508
Townsend & Associates
Colorado
$232K +$26K +173 +14%
DWM
1509
Dynasty Wealth Management
Florida
$232K +$214K +1,422 New
MAA
1510
Mraz Amerine & Associates
California
$231K +$151 +1 +0.1%
GFP
1511
Gryphon Financial Partners
Ohio
$231K +$149K +987 +226%
JCP
1512
Jabre Capital Partners
Switzerland
$230K -$3M -19,920 -93%
SFA
1513
Sequoia Financial Advisors
Ohio
$230K -$29.4K -195 -12%
BA
1514
Birinyi Associates
Connecticut
$228K -$37.6K -250 -15%
ECM
1515
EII Capital Management
New York
$228K
KCPG
1516
Kavar Capital Partners Group
Kansas
$228K
GCM
1517
Gables Capital Management
Florida
$227K
TMAM
1518
Tokio Marine Asset Management
Japan
$226K -$77.8K -517 -27%
GIA
1519
GHP Investment Advisors
Colorado
$226K +$208K +1,385 New
LCP
1520
Legacy Capital Partners
Wisconsin
$224K +$207K +1,372 New
AF
1521
Allworth Financial
California
$222K +$114K +755 +125%
CA
1522
Calton & Associates
Florida
$222K +$205K +1,362 New
CIC
1523
Crawford Investment Counsel
Georgia
$221K +$204K +1,357 New
FMW
1524
Farr Miller & Washington
District of Columbia
$221K +$204K +1,358 New
WCM
1525
Windsor Capital Management
Arizona
$221K +$204K +1,358 New

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.