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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
Fiera Capital (Canada)
201
Fiera Capital (Canada)
Quebec, Canada
$47.7M -$669K -4,442 -1%
MCIM
202
Meadow Creek Investment Management
Georgia
$47.7M -$1.54M -10,220 -3%
PGH
203
Partners Group Holding
Switzerland
$46.8M -$8.78M -58,302 -17%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$46.4M +$38.4M +255,320 +833%
RRAM
205
River Road Asset Management
Kentucky
$46.1M -$19.6M -130,473 -32%
FIM
206
Foresters Investment Management
New York
$45.7M +$42.2M +280,500 New
GC
207
Giverny Capital
Quebec, Canada
$45.3M +$770K +5,115 +2%
PI
208
PGGM Investments
Netherlands
$45M
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
$44.4M -$10.4M -68,982 -20%
CA
210
Cynosure Advisors
Utah
$44.3M -$8.91M -59,220 -18%
GIBU
211
Gulf International Bank (UK)
United Kingdom
$44M +$2.18M +14,504 +6%
Nordea Investment Management
212
Nordea Investment Management
Sweden
$43.6M -$2.96M -19,643 -7%
WG
213
Winton Group
United Kingdom
$43M +$31.8M +211,472 +402%
SW
214
SVB Wealth
Massachusetts
$42.4M -$657K -4,367 -2%
LWCFA
215
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.1M -$132K -875 -0.3%
CPC
216
Cookson Peirce & Co
Pennsylvania
$42M +$199K +1,322 +0.5%
Flossbach Von Storch
217
Flossbach Von Storch
Germany
$41.7M -$188K -1,246 -0.5%
NIM
218
Northeast Investment Management
Massachusetts
$41.4M -$891K -5,922 -2%
BMO
219
Beck Mack & Oliver
New York
$41M -$1.32M -8,760 -3%
SDIC
220
South Dakota Investment Council
South Dakota
$39.3M -$2.21M -14,710 -6%
RG
221
Renaissance Group
Kentucky
$39.3M -$2.36M -15,656 -6%
BHC
222
Bowen Hanes & Co
Florida
$38.9M +$99.1K +658 +0.3%
ABTD
223
Arvest Bank Trust Division
Oklahoma
$38.7M -$614K -4,079 -2%
Bank of Nova Scotia
224
Bank of Nova Scotia
Ontario, Canada
$38.4M +$11.3M +74,914 +47%
Macquarie Group
225
Macquarie Group
Australia
$38.4M -$714K -4,741 -2%

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.