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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
CCMD
1201
Cypress Capital Management (Delaware)
Delaware
$244K +$234K +2,502 New
AP
1202
AHL Partners
United Kingdom
$240K +$230K +2,463 New
DLCIG
1203
D.L. Carlson Investment Group
New Hampshire
$237K
PTB
1204
Pioneer Trust Bank
Oregon
$236K
TAM
1205
Trillium Asset Management
Massachusetts
$235K +$225K +2,405 New
LCM
1206
Logan Capital Management
Pennsylvania
$234K -$5.99K -64 -3%
ACM
1207
Armbruster Capital Management
New York
$234K
NED
1208
Nancy E. Dempze
$234K
TWI
1209
Thomas White International
Illinois
$234K
CCM
1210
Canal Capital Management
Virginia
$229K -$243K -2,600 -53%
HDIM
1211
Hanson & Doremus Investment Management
Vermont
$229K
SCM
1212
Sterneck Capital Management
Missouri
$229K +$220K +2,352 New
OWP
1213
Obermeyer Wealth Partners
Colorado
$228K
IT
1214
Independence Trust
Tennessee
$228K +$219K +2,337 New
VCM
1215
Versant Capital Management
Arizona
$227K -$281 -3 -0.1%
Koshinski Asset Management
1216
Koshinski Asset Management
Illinois
$225K -$12.2K -130 -5%
CCT
1217
Chemung Canal Trust
New York
$224K
GHAM
1218
Gilman Hill Asset Management
Connecticut
$224K
MAM
1219
Martingale Asset Management
Massachusetts
$223K -$51.8K -554 -20%
AW
1220
Alpha Windward
Massachusetts
$223K +$1.22K +13 +0.6%
PG
1221
Patten Group
Tennessee
$221K
AT
1222
Argent Trust
Texas
$221K -$35K -374 -14%
CWM
1223
Cornerstone Wealth Management
Missouri
$221K +$214K +2,284 New
TA
1224
Tiedemann Advisors
New York
$219K -$42.3K -452 -16%
WPC
1225
Waters Parkerson & Co
Louisiana
$217K -$11.7K -125 -5%

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.