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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
CAG
301
Crestwood Advisors Group
Massachusetts
$13.8M +$152K +1,624 +1%
DP
302
Dearborn Partners
Illinois
$13.7M +$133K +1,422 +1%
Asset Management One
303
Asset Management One
Japan
$13.6M +$183K +1,958 +1%
SFG
304
Sather Financial Group
Texas
$13.4M -$50.1K -536 -0.4%
UB
305
UMB Bank
Missouri
$13.3M +$1.03M +11,005 +9%
CRC
306
Curi RMB Capital
Illinois
$13.2M -$220K -2,347 -2%
CI
307
Capital International
California
$13.2M
RMDI
308
R.M. Davis Inc
Maine
$12.9M -$269K -2,880 -2%
Mitsubishi UFJ Asset Management
309
Mitsubishi UFJ Asset Management
Japan
$12.9M +$290K +3,100 +2%
VWM
310
Valley Wealth Managers
New Jersey
$12.9M +$46.9K +501 +0.4%
RFA
311
Reilly Financial Advisors
California
$12.8M +$153K +1,636 +1%
Natixis Advisors
312
Natixis Advisors
Massachusetts
$12.7M +$2.01M +21,445 +20%
KB
313
Kimelman & Baird
New York
$12.6M
Fisher Asset Management
314
Fisher Asset Management
Washington
$12.5M +$132K +1,413 +1%
RT
315
Rockland Trust
Massachusetts
$12.5M +$592K +6,332 +5%
DILH
316
Dai-ichi Life Holdings
Japan
$12.5M +$1.1M +11,754 +10%
MFBTD
317
MB Financial Bank - Trust Department
Illinois
$12.2M -$137K -1,464 -1%
MBI
318
Montrusco Bolton Investments
Quebec, Canada
$12.2M +$849K +9,081 +8%
CFM
319
Coronation Fund Managers
South Africa
$12.1M -$6.6M -70,585 -36%
SCM
320
Suffolk Capital Management
New York
$12M -$419K -4,477 -4%
PRCM
321
Pine River Capital Management
Minnesota
$11.9M +$10.2M +108,671 +803%
MNA
322
Manning & Napier Advisors
New York
$11.9M -$332K -3,549 -3%
RIM
323
Rainier Investment Management
Washington
$11.8M -$3.68M -39,390 -25%
WMSA
324
Weiss Multi-Strategy Advisers
New York
$11.7M -$3.2M -34,193 -22%
DGHMC
325
Dalton, Greiner, Hartman, Maher & Co
New York
$11.7M -$3.47M -37,093 -24%

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.