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Union Pacific

1,428 hedge funds and large institutions have $67.4B invested in Union Pacific in 2016 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 468 increasing their positions, 603 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 68

7% more capital invested

Capital invested by funds: $62.9B → $67.4B (+$4.54B)

5% more funds holding

Funds holding: 1,3551,428 (+73)

0.23% more ownership

Funds ownership: 78.71%78.94% (+0.23%)

9% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $1.22B

3% less funds holding in top 10

Funds holding in top 10: 5957 (-2)

22% less repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 603

Holders
1,428
Holders Change
+73
Holders Change %
+5.39%
% of All Funds
35.69%
Holding in Top 10
57
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.39%
% of All Funds
1.42%
New
163
Increased
468
Reduced
603
Closed
68
Calls
$1.11B
Puts
$1.22B
Net Calls
-$113M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
DLHL
1176
Donald L. Hagan LLC
Florida
$342K -$19.7K -200 -6%
PCM
1177
Pointe Capital Management
Michigan
$342K -$403K -4,102 -55%
SIA
1178
Starfire Investment Advisers
Michigan
$342K
AHB
1179
Abner Herrman & Brock
New Jersey
$341K -$6.88K -70 -2%
HT
1180
HighTower Trust
Texas
$338K
S
1181
SignatureFD
Georgia
$333K -$18.2K -185 -5%
CBA
1182
Coastal Bridge Advisors
Connecticut
$332K
GCM
1183
Grisanti Capital Management
New York
$332K
KF
1184
Krilogy Financial
Missouri
$330K +$35.1K +357 +13%
SFG
1185
SevenBridge Financial Group
Pennsylvania
$328K
GLI
1186
Guardian Life Insurance
New York
$327K +$1.08K +11 +0.3%
ICM
1187
IMS Capital Management
Oregon
$327K +$5.51K +56 +2%
IFB
1188
iAB Financial Bank
Indiana
$327K +$14.7K +150 +5%
BAS
1189
Brown Advisory Securities
Maryland
$326K -$29.2K -297 -9%
BBNB
1190
Baker Boyer National Bank
Washington
$324K -$5.11K -52 -2%
MPIA
1191
Mountain Pacific Investment Advisers
Idaho
$319K
AT
1192
Argent Trust
Texas
$318K +$80K +814 +36%
MWP
1193
MYCIO Wealth Partners
Pennsylvania
$317K +$9.83K +100 +3%
MWM
1194
Mission Wealth Management
California
$317K +$35.5K +361 +13%
GS
1195
Girard Securities
California
$316K +$31.4K +319 +12%
WC
1196
Whitney & Co
New York
$314K -$19.7K -200 -6%
DCM
1197
Donaldson Capital Management
Indiana
$313K -$1.09M -11,113 -79%
FMLI
1198
Fukoku Mutual Life Insurance
Japan
$311K -$39.3K -400 -12%
PFM
1199
Parsec Financial Management
North Carolina
$310K -$98 -1 -0%
CFP
1200
Cornerstone Financial Partners
North Carolina
$310K +$27.3K +278 +10%

UNP Hedge Fund Activity: Q4 2016 in Review

1,428 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2016, worth a combined $67.4B — up 7.2% from $62.9B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new UNP positions and 68 closed out — a net gain of 95 holders — while 468 added to existing stakes and 603 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $254M. The largest seller was Capital Research Global Investors, cutting an estimated $657M.

  • 1,428 institutional investors held Union Pacific (UNP) as of Q4 2016, up from 1,355 in Q3 2016.
  • Funds reported $67.4B of Union Pacific stock for Q4 2016, up 7.2% quarter-over-quarter.
  • 163 funds opened new Union Pacific positions in Q4 2016 and 68 closed out, a net change of +95 holders.
  • The largest Union Pacific buyer in Q4 2016 was 1832 Asset Management, an estimated $254M added.
  • The largest Union Pacific seller in Q4 2016 was Capital Research Global Investors, an estimated $657M sold.

Based on aggregated 13F filings for Q4 2016.