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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
CGH
351
Crossmark Global Holdings
Texas
$9.95M +$8.03M +85,836 New
GG
352
Gofen & Glossberg
Illinois
$9.79M +$1.87K +20 +0%
HCM
353
Highbridge Capital Management
New York
$9.76M +$9.36M +100,085 New
DAM
354
Davis Asset Management
California
$9.75M -$9.35M -100,000 -50%
SMDAM
355
Sumitomo Mitsui DS Asset Management
Japan
$9.68M +$728K +7,782 +9%
MOACM
356
Mutual of America Capital Management
New York
$9.56M +$9.45K +101 +0.1%
SBWIC
357
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.44M +$74.8K +800 +0.8%
LTFS
358
Ladenburg Thalmann Financial Services
Florida
$9.25M +$244K +2,609 +3%
TG
359
TCW Group
California
$9.24M +$757K +8,090 +9%
CFB
360
Cullen/Frost Bankers
Texas
$9.16M -$434K -4,638 -5%
GL
361
GLG LLC
New York
$9.08M +$1.93M +20,598 +28%
CAM
362
Capstone Asset Management
Texas
$9.08M -$225K -2,407 -3%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$9.06M +$808K +8,637 +10%
BF
364
BOK Financial
Oklahoma
$9.04M -$5.05K -54 -0.1%
SLAM
365
Swiss Life Asset Management
$9M -$4.2M -44,960 -33%
SIRP
366
Shelter Insurance Retirement Plan
Missouri
$8.98M -$2.87M -30,700 -25%
CCM
367
Covington Capital Management
California
$8.98M -$412K -4,400 -5%
BAM
368
Baring Asset Management
United Kingdom
$8.95M -$301K -3,215 -3%
ACP
369
Arrowgrass Capital Partners
United Kingdom
$8.92M +$8.56M +91,500 New
PPSG
370
Princeton Portfolio Strategies Group
New Jersey
$8.84M -$99.7K -1,066 -1%
TCM
371
Talara Capital Management
New Jersey
$8.74M -$5.82M -62,250 -41%
GMI
372
Greystone Managed Investments
Saskatchewan, Canada
$8.71M -$131K -1,399 -2%
KBC Group
373
KBC Group
Belgium
$8.65M +$1.72M +18,426 +26%
FTIOP
374
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.63M -$43.5K -465 -0.5%
MIH
375
Madison Investment Holdings
Wisconsin
$8.6M +$500K +5,350 +6%

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.