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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
MTB
76
Mizuho Trust & Banking
Japan
$145M +$645K +6,897 +0.5%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$144M -$31.9M -340,592 -19%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$144M +$31.6M +337,836 +30%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$141M +$133M +1,422,341 +5,444%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$136M +$5.41M +57,886 +4%
Invesco
81
Invesco
Georgia
$136M +$48.2M +515,687 +59%
PAMU
82
Pictet Asset Management (UK)
United Kingdom
$132M +$16.1M +172,547 +15%
Fidelity International
83
Fidelity International
Bermuda
$130M +$14.8M +157,740 +13%
Cohen & Steers
84
Cohen & Steers
New York
$123M -$9.61M -102,713 -8%
TP
85
Third Point
New York
$122M -$9.35M -100,000 -7%
Westfield Capital Management
86
Westfield Capital Management
Massachusetts
$121M -$18.5M -198,085 -14%
Prudential Financial
87
Prudential Financial
New Jersey
$119M +$2.22M +23,686 +2%
IGIM
88
I.G. Investment Management
Manitoba, Canada
$119M -$40.1M -429,136 -26%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$118M +$5.49M +58,682 +5%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$118M -$1.2M -12,812 -1%
Federated Hermes
91
Federated Hermes
Pennsylvania
$114M +$6.47M +69,181 +6%
US Bancorp
92
US Bancorp
Minnesota
$114M -$9.59M -102,549 -8%
Principal Financial Group
93
Principal Financial Group
Iowa
$114M -$1.19M -12,769 -1%
Axa
94
Axa
France
$108M -$1.23M -13,127 -1%
BJ
95
BlackRock Japan
Japan
$106M +$2.15M +23,004 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
96
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$104M +$19M +203,350 +23%
AAMU
97
Amundi Asset Management US
Massachusetts
$102M -$8.63M -92,311 -8%
EAM
98
Edge Asset Management
Washington
$102M +$1.44M +15,375 +1%
EA
99
Emerald Acquisition
Washington
$101M -$28.1M -300,263 -22%
WHG
100
Westwood Holdings Group
Texas
$101M -$3.76M -40,239 -4%

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.