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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
SMG
1576
Spectrum Management Group
Indiana
$114K
WVP
1577
Worth Venture Partners
New Jersey
$114K +$105K +700 New
RWA
1578
River Wealth Advisors
Pennsylvania
$112K
TFA
1579
Toth Financial Advisory
Virginia
$110K
WAM
1580
Westport Asset Management
Connecticut
$108K
AIM
1581
Advantage Investment Management
Iowa
$106K +$6.77K +45 +7%
CCM
1582
Cribstone Capital Management
Maine
$100K
CFG
1583
CKW Financial Group
Hawaii
$99K
QCIG
1584
Quad-Cities Investment Group
Iowa
$99K
NCM
1585
Nelson Capital Management
California
$95K
WPA
1586
West Paces Advisors
Georgia
$92.7K
SFM
1587
Signet Financial Management
New Jersey
$90K -$151 -1 -0.2%
DPA
1588
Delphi Private Advisors
California
$89K
MCM
1589
MV Capital Management
Maryland
$82K +$3.31K +22 +5%
AA
1590
AlphaMark Advisors
Kentucky
$81K
AIM
1591
Arcadia Investment Management
Michigan
$81K
WAS
1592
WESPAC Advisors SoCal
California
$81K +$75.3K +500 New
CQS
1593
Credential Qtrade Securities
$79.6K +$73.6K +489 New
FMTCOCP
1594
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$78K
LJHT
1595
Laurie J. Hall Trustee
$78K
CT
1596
CPF Texas
Texas
$75K
AAP
1597
Arax Advisory Partners
Colorado
$73K -$259K -1,723 -79%
PCA
1598
Providence Capital Advisors
North Carolina
$73K
FCMT
1599
Founders Capital Management (Texas)
Texas
$72K -$17.3K -115 -21%
TFO
1600
Tarbox Family Office
California
$71K -$123K -820 -65%

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.