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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.79B -$242M -1,609,722 -3%
BlackRock
2
BlackRock
New York
$7.65B -$466M -3,097,650 -6%
State Street
3
State Street
Massachusetts
$5B -$35.9M -238,641 -0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.16B -$277M -1,842,495 -7%
Morgan Stanley
5
Morgan Stanley
New York
$2.59B +$129M +859,164 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.35B +$322M +2,136,860 +17%
Bank of America
7
Bank of America
North Carolina
$2.12B -$48.8M -323,989 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.91B -$64.7M -429,584 -4%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.78B -$543M -3,609,890 -25%
Capital World Investors
10
Capital World Investors
California
$1.7B +$167M +1,107,379 +12%
Dodge & Cox
11
Dodge & Cox
California
$1.64B -$12.4M -82,302 -0.8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.45B -$77.8K -517 -0%
Ameriprise
13
Ameriprise
Minnesota
$1.37B -$57.5M -382,266 -4%
Northern Trust
14
Northern Trust
Illinois
$1.3B -$122M -811,217 -9%
ECU
15
Egerton Capital (UK)
United Kingdom
$1.3B +$705M +4,683,800 +143%
Norges Bank
16
Norges Bank
Norway
$1.27B -$11.9M -79,137 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.25B -$48.2M -319,996 -4%
Wells Fargo
18
Wells Fargo
California
$1.15B -$58.6M -389,031 -5%
Goldman Sachs
19
Goldman Sachs
New York
$1.03B -$10.3M -68,181 -1%
UBS Group
20
UBS Group
Switzerland
$988M -$82.1M -545,363 -8%
TCIM
21
TIAA CREF Investment Management
New York
$973M -$46.4M -308,555 -5%
Capital Research Global Investors
22
Capital Research Global Investors
California
$867M -$1.36B -9,026,337 -63%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$856M -$150M -998,534 -16%
SCP
24
Soroban Capital Partners
New York
$835M -$135M -895,666 -15%
Charles Schwab
25
Charles Schwab
California
$829M -$2.69M -17,869 -0.3%

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.