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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
PP
1051
Patten & Patten
Tennessee
$438K +$36K +385 +9%
ECM
1052
Exchange Capital Management
Michigan
$438K +$46.6K +498 +12%
1GA
1053
1st Global Advisors
Texas
$437K -$42.5K -454 -9%
BP
1054
Ballentine Partners
Massachusetts
$435K -$65.2K -697 -13%
WA1
1055
Wimmer Associates 1
California
$435K
BMM
1056
Buffington Mohr McNeal
Idaho
$434K -$3.37K -36 -0.8%
PAM
1057
Palisade Asset Management
Minnesota
$434K
TCM
1058
Tradition Capital Management
New Jersey
$434K
CS
1059
Comerica Securities
Michigan
$434K +$165K +1,762 +66%
IH
1060
IFC Holdings
Florida
$433K -$7.95K -85 -2%
PFBT
1061
Parkside Financial Bank & Trust
Missouri
$433K +$13.5K +144 +3%
BBA
1062
BLB&B Advisors
Pennsylvania
$429K -$46.8K -500 -10%
PA
1063
Probity Advisors
Texas
$428K +$26.6K +284 +7%
NA
1064
NewEdge Advisors
Louisiana
$428K +$77.8K +832 +23%
LRPA
1065
L. Roy Papp & Associates
Arizona
$426K
MCM
1066
Mengis Capital Management
Oregon
$425K
SBIA
1067
Sheaff Brock Investment Advisors
Indiana
$421K -$74.7K -799 -16%
NAMA
1068
Nikko Asset Management Americas
New York
$419K
SS
1069
Simplicity Solutions
Minnesota
$415K +$37.5K +401 +10%
PCA
1070
Peddock Capital Advisors
Massachusetts
$414K
GBA
1071
Garrison Bradford & Associates
New York
$412K
RC
1072
Roundview Capital
New Jersey
$411K +$9.35K +100 +2%
HP
1073
Holowesko Partners
Bahamas
$410K
TYCC
1074
Texas Yale Capital Corp
Florida
$410K
BCM
1075
Bluefin Capital Management
New York
$409K -$49.8K -533 -11%

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.