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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
Capstone Investment Advisors
1726
Capstone Investment Advisors
New York
-$249K -1,653 Closed
MBT
1727
Monroe Bank & Trust
Michigan
-$209K -1,476 Closed
CI
1728
Cowen Inc
New York
-$156 -1,100 Closed
GC
1729
Grace Capital
Massachusetts
-$142K -1,000 Closed
LC
1730
Landaas & Company
Wisconsin
-$133K -942 Closed
JFA
1731
JNBA Financial Advisors
Minnesota
-$93K -654 Closed
BCA
1732
Bay Colony Advisors
Massachusetts
-$87K -617 Closed
RCG
1733
Ruggie Capital Group
Florida
-$68K -480 Closed
B
1734
Bridgeworth
Alabama
-$65K -468 Closed
IWP
1735
Icon Wealth Partners
Texas
-$58K -410 Closed
PW
1736
Price Wealth
Texas
-$57K -405 Closed
LF
1737
Lee Financial
Texas
-$57K -401 Closed
TCM
1738
Tributary Capital Management
Nebraska
-$57K -400 Closed
FWM
1739
Focused Wealth Management
New York
-$53K -375 Closed
PO
1740
Private Ocean
California
-$45K -318 Closed
TG
1741
TLP Group
Illinois
-$38K -268 Closed
CIM
1742
Centersquare Investment Management
Pennsylvania
-$31K -220 Closed
AWMS
1743
Advocacy Wealth Management Services
Georgia
-$24K -166 Closed
PCM
1744
Poehling Capital Management
Wisconsin
-$11K -80 Closed
CWM
1745
Cedar Wealth Management
California
-$9K -65 Closed
CFC
1746
Coyle Financial Counsel
Illinois
-$9K -64 Closed
BCP
1747
Blackhawk Capital Partners
Wisconsin
-$7K -50 Closed
CDIA
1748
Capital Directions Investment Advisors
Georgia
-$4K -31 Closed
DWM
1749
Destination Wealth Management
California
-$4K -30 Closed

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.