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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
NAMP
1001
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$550K
CFA
1002
Carroll Financial Associates
North Carolina
$550K +$105K +1,127 +25%
QCG
1003
Quadrant Capital Group
Ohio
$549K -$935 -10 -0.2%
PFS
1004
Physicians Financial Services
North Carolina
$548K
FAM
1005
Foresters Asset Management
Ontario, Canada
$546K +$524K +5,600 New
PTC
1006
Private Trust Company
Ohio
$544K +$12.3K +131 +2%
SBSB
1007
Sullivan, Bruyette, Speros & Blaney
Virginia
$543K -$40.9K -437 -7%
SFWA
1008
Summit Financial Wealth Advisors
Louisiana
$542K -$64.2K -686 -11%
PI
1009
Pettee Investors
Connecticut
$541K
FHC
1010
First Heartland Consultants
Missouri
$538K +$12.5K +134 +2%
Cetera Investment Advisers
1011
Cetera Investment Advisers
Illinois
$537K -$100K -1,074 -16%
BWA
1012
Burt Wealth Advisors
Maryland
$536K
HBT
1013
Hills Bank & Trust
Iowa
$536K
ARMT
1014
Amica Retiree Medical Trust
Rhode Island
$533K
HPIA
1015
Hamilton Point Investment Advisors
North Carolina
$527K +$9.82K +105 +2%
BSW
1016
Buckingham Strategic Wealth
Missouri
$524K -$35.7K -382 -7%
NPC
1017
National Planning Corporation
California
$522K +$748 +8 +0.1%
JIC
1018
Joel Isaacson & Co
New York
$519K +$99.7K +1,066 +25%
HA
1019
Halsey Associates
Connecticut
$518K
I2I
1020
Insight 2811 Inc
Illinois
$517K
ZB
1021
Zions Bancorporation
Utah
$516K +$32.8K +351 +7%
WSTAM
1022
Wilbanks Smith & Thomas Asset Management
Virginia
$516K +$49.5K +529 +11%
TWM
1023
Torch Wealth Management
Ohio
$514K
NAM
1024
Nichols Asset Management
Massachusetts
$513K
VIA
1025
Vident Investment Advisory
Georgia
$512K +$491K +5,249 New

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.