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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
Swiss National Bank
51
Swiss National Bank
Switzerland
$228M -$3.59M -38,400 -2%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$228M -$6.46M -69,019 -3%
TA
53
Teachers Advisors
New York
$225M +$10.1M +108,018 +5%
BIM
54
BlackRock Investment Management
Delaware
$222M -$10.9M -116,858 -5%
Allianz Asset Management
55
Allianz Asset Management
Germany
$220M -$32.1M -343,162 -13%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$212M -$9.26M -99,000 -4%
EVM
57
Eaton Vance Management
Massachusetts
$211M -$4.31M -46,110 -2%
CBOA
58
Commonwealth Bank of Australia
Australia
$208M +$16.6M +177,107 +9%
1832 Asset Management
59
1832 Asset Management
Ontario, Canada
$196M -$43M -459,426 -19%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$188M -$15.5M -165,933 -8%
William Blair Investment Management
61
William Blair Investment Management
Illinois
$186M +$7.68M +82,149 +5%
PC
62
PointState Capital
New York
$181M +$50.4M +538,500 +41%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$180M +$1.46M +15,600 +0.9%
Citadel Advisors
64
Citadel Advisors
Florida
$178M +$101M +1,084,887 +147%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$175M +$8.54M +91,314 +5%
Fayez Sarofim & Co
66
Fayez Sarofim & Co
Texas
$173M -$5.05M -53,954 -3%
PPA
67
Parametric Portfolio Associates
Washington
$171M +$9.98M +106,742 +6%
UIM
68
USS Investment Management
United Kingdom
$171M
RJA
69
Raymond James & Associates
Florida
$170M +$13.2M +141,330 +9%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$164M +$6.01M +64,288 +4%
BlackRock
71
BlackRock
New York
$161M -$16.3M -174,452 -10%
Credit Agricole
72
Credit Agricole
France
$160M -$9.72M -103,912 -6%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$148M -$4.95M -52,966 -3%
SBAM
74
Santa Barbara Asset Management
California
$147M +$11.9M +127,626 +9%
Jennison Associates
75
Jennison Associates
New York
$146M +$8.02M +85,775 +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.