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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
FI
1176
FCM Investments
Texas
$270K +$46.8K +500 +22%
BWM
1177
Baystate Wealth Management
Massachusetts
$269K +$468 +5 +0.2%
MC
1178
Mathes Company
New York
$269K +$37.4K +400 +17%
GS
1179
Girard Securities
California
$266K +$18.7K +200 +8%
VWA
1180
V Wealth Advisors
Kansas
$266K +$256K +2,738 New
CFP
1181
Cornerstone Financial Partners
North Carolina
$265K -$1.6M -17,151 -86%
VC
1182
Vicus Capital
Pennsylvania
$265K
SWM
1183
SVA Wealth Management
Wisconsin
$263K -$88.1K -942 -26%
MWM
1184
Mission Wealth Management
California
$263K +$748 +8 +0.3%
TCM
1185
Traynor Capital Management
Pennsylvania
$262K +$1.03K +11 +0.4%
SI
1186
SII Investments
Wisconsin
$261K -$381K -4,070 -60%
C
1187
CFO4Life
Texas
$260K +$94 +1 +0%
SHGA
1188
Sand Hill Global Advisors
California
$258K -$32K -342 -11%
CL
1189
Croft-Leominster
Maryland
$258K -$14K -150 -5%
NGA
1190
Naples Global Advisors
Florida
$257K
LI
1191
Lafayette Investments
Maryland
$256K
BRM
1192
Boston Research & Management
Massachusetts
$255K
CMANY
1193
Capital Management Associates (New York)
New York
$254K
PC
1194
Peavine Capital
Nevada
$254K
BCM
1195
Brookstone Capital Management
Illinois
$253K +$6.92K +74 +3%
MBT
1196
Monroe Bank & Trust
Michigan
$252K
FPFS
1197
First Personal Financial Services
North Carolina
$252K +$7.58K +81 +3%
WPW
1198
Waldron Private Wealth
Pennsylvania
$250K +$8.79K +94 +4%
BCM
1199
Bridgeway Capital Management
Texas
$246K -$60.8K -650 -21%
GRQ
1200
Gardner Russo & Quinn
Pennsylvania
$245K

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.