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
FMI
176
Factory Mutual Insurance
Massachusetts
$60.7M -$19.5M -129,800 -26%
NB
177
Norinchukin Bank
Japan
$60.3M +$797K +5,294 +1%
Royal London Asset Management
178
Royal London Asset Management
United Kingdom
$60.2M -$567K -3,765 -1%
CI Investments Inc
179
CI Investments Inc
Ontario, Canada
$59.6M -$982K -6,522 -2%
Los Angeles Capital Management
180
Los Angeles Capital Management
California
$58.4M +$52.5M +348,625 +3,545%
UCFA
181
United Capital Financial Advisors
Texas
$57.9M +$1.46M +9,728 +3%
GHCM
182
Glen Harbor Capital Management
California
$57.9M -$1.87M -12,410 -3%
IC
183
Inverness Counsel
New York
$57.2M +$1.74M +11,590 +3%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$57.1M -$2.81M -18,694 -5%
BFS
185
Bradley Foster & Sargent
Connecticut
$57M -$1.36M -9,007 -3%
JIC
186
Johnson Investment Counsel
Ohio
$54M -$1.8M -11,965 -3%
PP
187
Paloma Partners
Connecticut
$53.8M +$49M +325,803 +6,754%
PWM
188
Perigon Wealth Management
California
$53.6M +$49.1M +326,439 +11,564%
MAM
189
Magellan Asset Management
Australia
$53.6M -$11.2M -74,151 -18%
TBC
190
Tweedy, Browne Co
Connecticut
$53.5M -$709K -4,707 -1%
Victory Capital Management
191
Victory Capital Management
Texas
$52.2M +$19.6M +129,911 +68%
CT
192
Cambridge Trust
Massachusetts
$52M -$69.4K -461 -0.1%
MA
193
Marshfield Associates
District of Columbia
$50.5M -$43.6M -289,776 -48%
BCIM
194
British Columbia Investment Management
British Columbia, Canada
$49.9M -$11.3M -75,372 -20%
PC
195
Polar Capital
United Kingdom
$49.8M -$36.4M -241,557 -44%
HP
196
Hosking Partners
United Kingdom
$49.8M -$1.25M -8,316 -3%
SC
197
Saturna Capital
Washington
$49.4M +$22.6K +150 +0%
Connor, Clark & Lunn Investment Management (CC&L)
198
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$49.3M +$30.7M +203,800 +205%
BBHC
199
Brown Brothers Harriman & Co
New York
$49.2M -$1.21M -8,067 -3%
ACM
200
Alta Capital Management
Utah
$47.9M +$1.51M +10,026 +4%

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.