We are live on ! Find out more
UNP icon

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
ATC
1601
Adirondack Trust Company
New York
$69K -$4.97K -33 -7%
JGIA
1602
Jackson Grant Investment Advisers
Connecticut
$69K +$452 +3 +0.7%
WIM
1603
Westside Investment Management
California
$65.3K
PCFFS
1604
Pacific Center for Financial Services
California
$65K
ME
1605
McIlrath & Eck
Washington
$62K
HWM
1606
Holloway Wealth Management
Florida
$59K
ONST
1607
Old North State Trust
North Carolina
$58K +$53.9K +358 New
PGWM
1608
Parisi Gray Wealth Management
New Jersey
$57K
FFC
1609
First Financial Corp
Indiana
$54K
IAS
1610
IMA Advisory Services
Colorado
$53K +$602 +4 +1%
ST
1611
Sageworth Trust
Pennsylvania
$51K +$47.4K +315 New
ACM
1612
AUA Capital Management
Pennsylvania
$49K
VIA
1613
Vantage Investment Advisors
Pennsylvania
$49K
SCM
1614
Southport Capital Management
Tennessee
$49K +$45.2K +300 New
ML
1615
McAdam LLC
Pennsylvania
$48K -$3.76K -25 -8%
CAM
1616
CenterStar Asset Management
Illinois
$47K
HR
1617
Howe & Rusling
New York
$45K +$41.5K +276 New
NC
1618
NewSquare Capital
Pennsylvania
$43K
WF
1619
WealthTrust Fairport
Ohio
$43K +$4.97K +33 +14%
MUS
1620
Mitsubishi UFJ Securities
Japan
$41K
MFT
1621
Moisand Fitzgerald Tamayo
Florida
$39K
NCM
1622
New Capital Management
Texas
$38K +$151 +1 +0.4%
TFA
1623
Transamerica Financial Advisors
Florida
$38K +$33.9K +225 +3,750%
AWM
1624
Avondale Wealth Management
Texas
$37K
CCMW
1625
Cypress Capital Management (Wyoming)
Wyoming
$36K

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.