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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
CBT
1551
Capital Bank & Trust
California
$192K +$73.8K +490 +71%
GEA
1552
Glen Eagle Advisors
New Jersey
$191K +$1.2K +8 +0.7%
C
1553
Cerebellum
California
$190K -$7.68K -51 -4%
MSFP
1554
Mark Sheptoff Financial Planning
Connecticut
$186K +$18.8K +125 +12%
PI
1555
Parkside Investments
Illinois
$185K +$172K +1,140 New
MA
1556
MCF Advisors
Kentucky
$183K -$71.5K -475 -30%
WAP
1557
Wealthcare Advisory Partners
Pennsylvania
$183K +$62.8K +417 +59%
HIIFS
1558
Harel Insurance Investments & Financial Services
Israel
$179K
SFPIA
1559
Stevens First Principles Investment Advisors
California
$179K
PHK
1560
Point72 Hong Kong
Hong Kong
$177K +$141K +937 +621%
LWM
1561
Lenox Wealth Management
Ohio
$173K +$30.4K +202 +24%
CWM
1562
Catamount Wealth Management
Connecticut
$163K
BCI
1563
Brinker Capital Investments
Pennsylvania
$163K +$4.06K +27 +3%
FC
1564
Ferris Capital
Massachusetts
$154K -$5.12K -34 -3%
WOC
1565
West Oak Capital
California
$154K -$7.83K -52 -5%
NPP
1566
New Potomac Partners
Maryland
$150K
NMC
1567
Nine Masts Capital
Hong Kong
$144K +$133K +882 New
BA
1568
Ballew Advisors
Mississippi
$136K -$15.1K -100 -9%
EMG
1569
ETF Managers Group
New Jersey
$136K +$13.2K +88 +12%
LWA
1570
Lenox Wealth Advisors
New York
$132K +$10.7K +71 +10%
AIM
1571
Acropolis Investment Management
Missouri
$130K
ACA
1572
Atlas Capital Advisors
Wyoming
$128K
CPH
1573
C Partners Holding
Switzerland
$128K -$128K -848 -52%
CA
1574
Crewe Advisors
Utah
$122K -$10.5K -70 -9%
WWMSC
1575
Wagner Wealth Management (South Carolina)
South Carolina
$120K +$20.2K +134 +22%

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.