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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
MFS
1226
Madrona Financial Services
Washington
$217K +$208K +2,223 New
SCM
1227
Salem Capital Management
Massachusetts
$215K +$206K +2,200 New
VOYA Investment Management
1228
VOYA Investment Management
Georgia
$214K -$3.72M -39,794 -2%
WA
1229
WealthTrust Axiom
Pennsylvania
$214K +$206K +2,200 New
RG
1230
Rikoon Group
New Mexico
$214K +$206K +2,204 New
M
1231
MOTCO
Texas
$213K +$42.6K +456 +26%
TSS
1232
Thomas Story & Son
Indiana
$212K +$203K +2,175 New
DBG
1233
De Burlo Group
Massachusetts
$211K +$202K +2,164 New
FC
1234
FIC Capital
New York
$210K -$35.1K -375 -15%
CA
1235
Capital Advantage
California
$210K +$201K +2,151 New
OWM
1236
Orgel Wealth Management
Wisconsin
$210K +$201K +2,152 New
BWM
1237
BerganKDV Wealth Management
Minnesota
$210K +$201K +2,153 New
IG
1238
ING Group
Netherlands
$209K -$9.33M -99,710 -98%
NFG
1239
Nadler Financial Group
Illinois
$209K +$200K +2,139 New
JCM
1240
Janney Capital Management
Pennsylvania
$209K +$201K +2,146 New
ZAM
1241
Zevin Asset Management
Massachusetts
$207K +$199K +2,126 New
PFS
1242
Prospera Financial Services
Texas
$205K +$196K +2,098 New
FP
1243
Foundry Partners
Minnesota
$205K +$196K +2,100 New
FPCP
1244
Fort Point Capital Partners
California
$203K +$195K +2,080 New
AFIA
1245
America First Investment Advisors
Nebraska
$202K -$74.8K -800 -28%
BKA
1246
Brick & Kyle Associates
Pennsylvania
$202K
CCM
1247
Coldstream Capital Management
Washington
$202K +$194K +2,075 New
ACM
1248
Alpha Capital Management
Texas
$202K +$195K +2,080 New
CGL
1249
Clarius Group LLC
Washington
$201K -$29.7K -318 -13%
WCM
1250
Windsor Capital Management
Arizona
$201K +$193K +2,068 New

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.