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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
PCIA
1626
Prime Capital Investment Advisors
Kansas
$36K +$3.01K +20 +10%
KL
1627
KWMG LLC
Kansas
$35K -$42.8K -284 -57%
ARMC
1628
American Research & Management Company
Massachusetts
$33K
HCM
1629
Hilton Capital Management
New York
$33K
KPCM
1630
Kings Point Capital Management
New York
$33K
CIA
1631
Cascade Investment Advisors
Oregon
$32.6K
THWM
1632
Taylor Hoffman Wealth Management
Virginia
$31K
AWM
1633
AllSquare Wealth Management
New York
$30K
NSB
1634
Norway Savings Bank
Maine
$30K
AC
1635
Avestar Capital
New York
$28K -$5.72K -38 -16%
KC
1636
KHP Capital
Oklahoma
$27K
WCM
1637
Whitener Capital Management
North Carolina
$26K +$24.8K +165 New
BWL
1638
Bogart Wealth LLC
Virginia
$24K
PFGIA
1639
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$5.12K +34 +29%
Financial Engines Advisors
1640
Financial Engines Advisors
California
$23K -$3.16K -21 -13%
OFW
1641
Omnia Family Wealth
Florida
$22K
SMFG
1642
Sumitomo Mitsui Financial Group
Japan
$22K +$20.5K +136 New
CIM
1643
Contravisory Investment Management
Massachusetts
$21K
WWM
1644
Willingdon Wealth Management
North Carolina
$21K +$15.1K +100 +370%
TDC
1645
Thompson Davis & Co
Virginia
$21K +$19.6K +130 New
KLWA
1646
Kelly Lawrence W & Associates
California
$20K
VRM
1647
Vectors Research Management
New York
$20K +$21.2K +141 New
TC
1648
Trilogy Capital
California
$19K
BL
1649
Balentine LLC
Georgia
$18K -$18.7K -124 -53%
GI
1650
Gradient Investments
Minnesota
$18K +$9.33K +62 +127%

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.