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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
GWCM
1526
Godshalk Welsh Capital Management
Pennsylvania
$220K +$203K +1,350 New
PCP
1527
Proficio Capital Partners
Massachusetts
$218K -$1.66K -11 -0.8%
AWA
1528
Arete Wealth Advisors
Illinois
$218K +$201K +1,337 New
OA
1529
Oxbow Advisors
Texas
$218K +$202K +1,340 New
BWP
1530
BSW Wealth Partners
Colorado
$217K +$201K +1,335 New
VCM
1531
Vision Capital Management
Oregon
$216K +$199K +1,325 New
CHC
1532
City Holding Co
West Virginia
$214K
CDH
1533
Charles D. Hyman
$212K -$90.3K -600 -32%
Jacobs Levy Equity Management
1534
Jacobs Levy Equity Management
New Jersey
$210K -$194K -1,290 -50%
AA
1535
Alesco Advisors
New York
$210K +$194K +1,290 New
FIM
1536
Frontier Investment Management
Texas
$210K +$194K +1,292 New
GW
1537
GW & Wade
Massachusetts
$209K +$193K +1,282 New
OAM
1538
Oak Asset Management
California
$209K +$193K +1,285 New
POIA
1539
Pin Oak Investment Advisors
Texas
$208K
HCM
1540
Hamlin Capital Management
New York
$208K +$192K +1,275 New
VAIA
1541
Virtus Alternative Investment Advisers
Connecticut
$208K +$192K +1,277 New
MWPCG
1542
Measured Wealth Private Client Group
New Hampshire
$207K +$191K +1,268 New
CA
1543
Capital Advantage
California
$205K -$29.5K -196 -13%
ESBC
1544
E.S. Barr & Co
Kentucky
$205K +$189K +1,258 New
PHAM
1545
Palisades Hudson Asset Management
Florida
$204K +$188K +1,250 New
SAA
1546
Southeast Asset Advisors
Georgia
$204K +$188K +1,251 New
JA
1547
JOYN Advisors
Georgia
$203K +$3.31K +22 +2%
CAL
1548
Capital Analysts LLC
Pennsylvania
$201K -$32.7K -217 -15%
SWMG
1549
Sanchez Wealth Management Group
Florida
$200K +$184K +1,219 New
BAMG
1550
Brand Asset Management Group
Missouri
$194K

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.