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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
1SB
1026
1ST Source Bank
Indiana
$511K
LBC
1027
Lowe Brockenbrough & Co
Virginia
$510K
BAM
1028
Barrett Asset Management
New York
$507K -$24.9K -266 -5%
BAC
1029
Boys Arnold & Co
North Carolina
$504K +$33.9K +362 +8%
DLA
1030
Douglas Lane & Associates
New York
$499K -$4.02K -43 -0.8%
VST
1031
Van Strum & Towne
California
$498K
BOTW
1032
Bank of the West
California
$496K -$1.08M -11,601 -70%
PC
1033
Palo Capital
California
$496K -$514K -5,493 -52%
PRA
1034
Parametric Risk Advisors
Connecticut
$488K
UFG
1035
United Fire Group
Iowa
$488K
SCCM
1036
Schafer Cullen Capital Management
New York
$481K +$45.2K +483 +11%
AI
1037
Atria Investments
North Carolina
$476K +$77.8K +832 +21%
DSAM
1038
Dock Street Asset Management
Florida
$471K
SC
1039
Saybrook Capital
North Carolina
$468K
WI
1040
Wintrust Investments
Illinois
$467K +$66.4K +710 +17%
AssetMark Inc
1041
AssetMark Inc
California
$461K -$1.5K -16 -0.3%
FMWA
1042
Forvis Mazars Wealth Advisors
Missouri
$456K -$12.9K -138 -3%
KTC
1043
Kistler-Tiffany Companies
Pennsylvania
$455K -$11.2K -120 -3%
LJAC
1044
L.J. Altfest & Co
New York
$454K +$6.45K +69 +2%
EAM
1045
Evanson Asset Management
California
$452K -$4.21K -45 -1%
CG
1046
Caprock Group
Idaho
$452K +$51.1K +546 +13%
DSC
1047
Duncker Streett & Co
Missouri
$451K
SSWM
1048
Smith Salley Wealth Management
North Carolina
$443K +$120K +1,279 +39%
SEC
1049
Seven Eight Capital
New York
$440K -$253K -2,700 -37%
EA
1050
Elm Advisors
California
$439K

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.