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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
RJT
376
Raymond James Trust
Florida
$8.59M +$288K +3,075 +4%
WAM
377
Wallington Asset Management
Indiana
$8.54M -$155K -1,660 -2%
OI
378
Oakbrook Investments
Illinois
$8.47M -$1.01M -10,750 -11%
TU
379
TDAM USA
Ontario, Canada
$8.45M -$66.5K -711 -0.8%
WB
380
WesBanco Bank
West Virginia
$8.43M -$701K -7,495 -8%
WAM
381
World Asset Management
Michigan
$8.42M +$77.9K +833 +1%
Tudor Investment Corp
382
Tudor Investment Corp
Connecticut
$8.39M +$8.04M +86,000 New
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$8.35M -$178K -1,900 -2%
AIA
384
Avalon Investment & Advisory
Texas
$8.31M +$7.97M +85,260 New
NMERB
385
New Mexico Educational Retirement Board
New Mexico
$8.3M -$1.21M -12,900 -13%
MG
386
Markel Group
Virginia
$8.25M
CSIC
387
Clifford Swan Investment Counsel
California
$8.05M -$10.3K -110 -0.1%
NMIMC
388
Northwestern Mutual Investment Management Company
Wisconsin
$8.04M -$36.9M -394,259 -83%
SAM
389
Securian Asset Management
Minnesota
$8.03M +$6.36K +68 +0.1%
DnB Asset Management
390
DnB Asset Management
Norway
$8.03M -$599K -6,400 -7%
BRCM
391
Bright Rock Capital Management
Massachusetts
$8M -$25.7K -275 -0.3%
NSIM
392
North Star Investment Management
Illinois
$7.97M +$28.2K +302 +0.4%
PCM
393
Palisade Capital Management
New Jersey
$7.92M -$126K -1,350 -2%
VCM
394
Vigilant Capital Management
Maine
$7.86M -$112K -1,200 -1%
IRF
395
IBM Retirement Fund
New York
$7.77M -$2.92M -31,225 -28%
EWM
396
Evercore Wealth Management
New York
$7.75M -$72.5K -775 -1%
MA
397
MUFG Americas
New York
$7.75M -$93.5K -1,000 -1%
LOAMU
398
Lombard Odier Asset Management (USA)
New York
$7.73M +$3.12M +33,318 +71%
B
399
Barings
North Carolina
$7.68M +$93.5K +1,000 +1%
SC
400
Scotia Capital
Ontario, Canada
$7.67M -$2.83M -30,255 -28%

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.