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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
BJL
1251
Brighton Jones LLC
Washington
$200K +$192K +2,053 New
QAM
1252
QCI Asset Management
New York
$199K -$2.06K -22 -1%
CWM
1253
Catamount Wealth Management
Connecticut
$197K
VFA
1254
Virtus Fund Advisers
Connecticut
$197K
SIG
1255
Schooner Investment Group
Pennsylvania
$195K -$93.5K -1,000 -33%
CM
1256
Castleark Management
Illinois
$195K
PMFA
1257
Plante Moran Financial Advisors
Michigan
$188K +$58.4K +624 +48%
JWA
1258
JFS Wealth Advisors
Pennsylvania
$187K -$56.1K -600 -24%
JCM
1259
Jacobi Capital Management
Pennsylvania
$186K -$18.3K -196 -9%
OSNBOA
1260
Old Second National Bank of Aurora
Illinois
$176K -$103K -1,100 -38%
MA
1261
MCF Advisors
Kentucky
$172K -$1.96K -21 -1%
MCA
1262
Mercer Capital Advisers
New Jersey
$167K
TC
1263
Trust Company
Kansas
$166K +$112K +1,201 +240%
SC
1264
SRB Corp
Massachusetts
$159K -$6.92K -74 -4%
CB
1265
Community Bank
New York
$158K +$18.3K +196 +14%
EFSCE
1266
Enterprise Financial Services Corp (EFSC)
Missouri
$157K +$2.34K +25 +2%
SA
1267
SRH Advisors
Kansas
$156K
FFC
1268
First Financial Corp
Indiana
$149K -$42.2K -451 -23%
AIM
1269
Arcadia Investment Management
Michigan
$147K
CAL
1270
Capital Analysts LLC
Pennsylvania
$140K
VIA
1271
Vantage Investment Advisors
Pennsylvania
$140K -$21.6K -231 -14%
AF
1272
Allworth Financial
California
$138K -$935 -10 -0.7%
TCM
1273
Tradewinds Capital Management
Washington
$133K
CAW
1274
Cornerstone Advisors (Washington)
Washington
$122K +$92.3K +987 +380%
DPA
1275
Delphi Private Advisors
California
$119K -$30.3K -324 -21%

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.