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Union Pacific

1,354 hedge funds and large institutions have $62.9B invested in Union Pacific in 2016 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 439 increasing their positions, 590 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 55

37% more funds holding in top 10

Funds holding in top 10: 4359 (+16)

9% more capital invested

Capital invested by funds: $57.6B → $62.9B (+$5.29B)

1% more funds holding

Funds holding: 1,3431,354 (+11)

0.1% more ownership

Funds ownership: 78.6%78.71% (+0.1%)

20% less call options, than puts

Call options by funds: $855M | Put options by funds: $1.07B

26% less repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 590

Holders
1,354
Holders Change
+11
Holders Change %
+0.82%
% of All Funds
36.13%
Holding in Top 10
59
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+37.21%
% of All Funds
1.57%
New
82
Increased
439
Reduced
590
Closed
55
Calls
$855M
Puts
$1.07B
Net Calls
-$215M
Net Calls Change
-$277M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
226
Glenmede Trust
Pennsylvania
$26.3M -$1.25M -13,395 -5%
CI
227
Conning Inc
Connecticut
$26.2M -$1.62M -17,317 -6%
FWCM
228
Ferguson Wellman Capital Management
Oregon
$25.6M -$1.01M -10,835 -4%
ABTD
229
Arvest Bank Trust Division
Oklahoma
$25.2M -$78.9K -844 -0.3%
GIBU
230
Gulf International Bank (UK)
United Kingdom
$25.1M -$23.4K -250 -0.1%
TPSF
231
Texas Permanent School Fund
Texas
$25M -$1.53M -16,358 -6%
HP
232
Hosking Partners
United Kingdom
$24.6M +$2.89M +30,908 +14%
GC
233
Giverny Capital
Quebec, Canada
$24.6M -$17.5K -187 -0.1%
GA
234
Geneva Advisors
Illinois
$24.4M -$15.4M -164,506 -40%
ADEF
235
Adams Diversified Equity Fund
Maryland
$24.3M
AAMU
236
AEGON Asset Management (UK)
United Kingdom
$23.9M -$234K -2,497 -1%
RFC
237
Regions Financial Corp
Alabama
$23.4M -$1.88M -20,093 -8%
DCM
238
Dulcet Capital Management
New York
$23.2M -$15M -160,638 -40%
BIC
239
Bridges Investment Counsel
Nebraska
$23.2M -$393K -4,200 -2%
D.E. Shaw & Co
240
D.E. Shaw & Co
New York
$23M -$57.4M -613,509 -72%
LWCFA
241
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.8M -$5.8K -62 -0%
AAM
242
Ardevora Asset Management
United Kingdom
$22.8M -$1.77M -18,900 -7%
Millennium Management
243
Millennium Management
New York
$22.6M +$20.8M +222,562 +2,374%
BHC
244
Bowen Hanes & Co
Florida
$22.2M +$173K +1,845 +0.8%
FT
245
Fiduciary Trust
Massachusetts
$22M -$767K -8,205 -4%
TAM
246
Telemark Asset Management
Massachusetts
$21.9M +$7.01M +75,000 +50%
UCFA
247
United Capital Financial Advisors
Texas
$21.9M +$607K +6,492 +3%
TAM
248
Todd Asset Management
Kentucky
$21.7M -$451K -4,824 -2%
SIA
249
Sit Investment Associates
Minnesota
$21.6M -$272K -2,910 -1%
TPCM
250
Tide Point Capital Management
Connecticut
$21.5M +$20.6M +220,000 New

UNP Hedge Fund Activity: Q3 2016 in Review

1,354 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2016, worth a combined $62.9B — up 9.2% from $57.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new UNP positions and 55 closed out — a net gain of 27 holders — while 439 added to existing stakes and 590 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $243M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.

  • 1,354 institutional investors held Union Pacific (UNP) as of Q3 2016, up from 1,343 in Q2 2016.
  • Funds reported $62.9B of Union Pacific stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 82 funds opened new Union Pacific positions in Q3 2016 and 55 closed out, a net change of +27 holders.
  • The largest Union Pacific buyer in Q3 2016 was Deutsche Bank, an estimated $243M added.
  • The largest Union Pacific seller in Q3 2016 was Capital Research Global Investors, an estimated $363M sold.

Based on aggregated 13F filings for Q3 2016.