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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
3CP
326
3G Capital Partners
New York
$11.7M +$11.2M +119,822 New
ORIO
327
Old Republic International (ORI)
Illinois
$11.5M
XK
328
Xact Kapitalforvaltning
Sweden
$11.5M +$11M +117,831 New
PAA
329
Peregrine Asset Advisers
Oregon
$11.4M +$3.73M +39,925 +52%
TIAAOA
330
Teachers Insurance & Annuity Association of America
New York
$11.4M
GH
331
GAM Holding
Switzerland
$11.3M -$129K -1,383 -1%
Commonwealth Equity Services
332
Commonwealth Equity Services
Massachusetts
$11.2M -$41.9K -448 -0.4%
CISOA
333
Capital Investment Services of America
Wisconsin
$11.1M -$4.68K -50 -0%
NSAM
334
North Star Asset Management
Wisconsin
$11.1M -$320K -3,426 -3%
MSA
335
Mason Street Advisors
Wisconsin
$11M -$56.7K -606 -0.5%
ABC
336
Associated Banc-Corp
Wisconsin
$10.9M -$2.73M -29,205 -21%
CCM
337
Cadence Capital Management
Massachusetts
$10.9M -$1.36M -14,580 -12%
RIG
338
Roosevelt Investment Group
New York
$10.8M +$1.46M +15,562 +16%
Flossbach Von Storch
339
Flossbach Von Storch
Germany
$10.8M -$35.2M -376,558 -77%
EAM
340
EULAV Asset Management
Florida
$10.8M
SBH
341
Segall Bryant & Hamill
Illinois
$10.8M +$11.2K +120 +0.1%
OTPPB
342
Ontario Teachers' Pension Plan Board
Ontario, Canada
$10.7M +$1.47M +15,744 +17%
HCM
343
Horan Capital Management
Maryland
$10.7M -$106K -1,130 -1%
Nomura Asset Management
344
Nomura Asset Management
Japan
$10.7M +$137K +1,460 +1%
SMI
345
Shelter Mutual Insurance
Missouri
$10.4M -$3.32M -35,500 -25%
OPCM
346
Osborne Partners Capital Management
California
$10.2M -$185K -1,982 -2%
SCM
347
SKBA Capital Management
California
$10.2M -$1.67M -17,900 -15%
B
348
BP
United Kingdom
$10M
BBI
349
Baxter Bros Inc
Connecticut
$10M -$491K -5,255 -5%
AP
350
Archon Partners
New Jersey
$9.98M +$28.1K +300 +0.3%

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.