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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
Harris Associates
26
Harris Associates
Illinois
$519M -$405K -4,330 -0.1%
UBS Group
27
UBS Group
Switzerland
$515M +$10.5M +112,736 +2%
Capital International Investors
28
Capital International Investors
California
$505M -$12.4M -132,797 -2%
Goldman Sachs
29
Goldman Sachs
New York
$475M -$34M -363,017 -7%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$466M -$12.2M -129,927 -3%
Primecap Management
31
Primecap Management
California
$460M +$3.89M +41,575 +0.9%
PI
32
Putnam Investments
Massachusetts
$426M +$28M +299,264 +7%
SCP
33
Soroban Capital Partners
New York
$426M -$10.3M -110,000 -2%
BAM
34
Burgundy Asset Management
Ontario, Canada
$402M +$7.72M +82,505 +2%
State Farm Mutual Automobile Insurance
35
State Farm Mutual Automobile Insurance
Illinois
$399M +$4.88M +52,230 +1%
Legal & General Group
36
Legal & General Group
United Kingdom
$393M +$19.4M +207,200 +5%
UBS AM
37
UBS AM
Illinois
$392M -$6.66M -71,197 -2%
AllianceBernstein
38
AllianceBernstein
Tennessee
$369M -$69.9K -747 -0%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$329M +$6.92M +73,972 +2%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$324M -$54.9M -586,994 -15%
American Century Companies
41
American Century Companies
Missouri
$315M -$17.6M -188,223 -6%
Ameriprise
42
Ameriprise
Minnesota
$311M -$6.54M -69,950 -2%
CS
43
Credit Suisse
Switzerland
$295M +$95M +1,015,324 +51%
APG Asset Management
44
APG Asset Management
Netherlands
$269M -$31.3M -334,600 -11%
ClearBridge Investments
45
ClearBridge Investments
New York
$260M -$25.5M -272,906 -9%
EIG
46
EdgePoint Investment Group
Ontario, Canada
$254M -$63.7M -681,620 -21%
Charles Schwab
47
Charles Schwab
California
$247M +$4.18M +44,668 +2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$246M -$1.53M -16,355 -0.6%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$234M -$243K -2,597 -0.1%
BA
50
BlackRock Advisors
Delaware
$228M -$65.5M -700,235 -23%

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.