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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
FAG
1101
Financial Advisory Group
Texas
$364K
BAM
1102
Bruderman Asset Management
New York
$361K -$339K -3,623 -49%
BWM
1103
Braver Wealth Management
Massachusetts
$361K
RIL
1104
Rothschild Investment LLC
Illinois
$360K +$5.05K +54 +1%
PL
1105
Perpetual Ltd
Australia
$357K -$428K -4,574 -56%
WCM
1106
Weatherstone Capital Management
Colorado
$357K -$655 -7 -0.2%
SIM
1107
SSI Investment Management
California
$353K -$4.3K -46 -1%
PBO
1108
Peoples Bank (Ohio)
Ohio
$352K -$23.4K -250 -6%
RMAM
1109
Raab & Moskowitz Asset Management
New Jersey
$351K -$4.68K -50 -1%
GIM
1110
Goelzer Investment Management
Indiana
$349K
CA
1111
Cornerstone Advisory
Maryland
$347K -$28.1K -300 -8%
SWA
1112
Sutton Wealth Advisors
Florida
$346K
NB
1113
Nicolet Bankshares
Wisconsin
$346K -$13.3K -142 -4%
CBT
1114
Central Bank & Trust
Kentucky
$345K
FANJ
1115
Financial Architects (New Jersey)
New Jersey
$344K +$4.96K +53 +2%
DLHL
1116
Donald L. Hagan LLC
Florida
$341K
SFFS
1117
Stonehage Fleming Financial Services
Jersey
$341K
FFBTD
1118
First Financial Bank - Trust Division
Ohio
$340K +$1.68K +18 +0.5%
BAS
1119
Brown Advisory Securities
Maryland
$336K -$5.8K -62 -2%
TCOT
1120
Trust Company of Toledo
Ohio
$336K
WB
1121
Webster Bank
Connecticut
$335K +$5.61K +60 +2%
AHB
1122
Abner Herrman & Brock
New Jersey
$333K +$5.61K +60 +2%
FMLI
1123
Fukoku Mutual Life Insurance
Japan
$332K
GSBTD
1124
Glenview State Bank Trust Department
Illinois
$332K
EDRE
1125
Edmond de Rothschild (Europe)
Luxembourg
$331K -$5.14K -55 -2%

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.