We are live on ! Find out more
UNP icon

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
DBT
1276
Dubuque Bank & Trust
Iowa
$117K -$174K -1,860 -61%
DAM
1277
Delta Asset Management
Tennessee
$116K
LWA
1278
Lenox Wealth Advisors
New York
$114K +$5.14K +55 +5%
CHC
1279
City Holding Co
West Virginia
$110K
WOC
1280
West Oak Capital
California
$107K +$5.99K +64 +6%
ACM
1281
Americafirst Capital Management
California
$105K
SFPIA
1282
Stevens First Principles Investment Advisors
California
$105K
CHP
1283
Cable Hill Partners
Oregon
$105K +$71.5K +765 +255%
SIM
1284
Sonora Investment Management
Arizona
$105K +$74.8K +800 +291%
TF
1285
Tompkins Financial
New York
$104K -$3.74K -40 -4%
KLI
1286
Kelman-Lazarov Inc
Tennessee
$102K
AP
1287
Atwood & Palmer
Missouri
$96K +$15.2K +162 +20%
TWMP
1288
Taylor Wealth Management Partners
Massachusetts
$94K
EWM
1289
Edge Wealth Management
New York
$87K
BBPWM
1290
Blue Bell Private Wealth Management
Pennsylvania
$82K
SI
1291
Sentry Investments
Ontario, Canada
$79.3K -$16.3M -174,500 -18%
CFG
1292
CKW Financial Group
Hawaii
$78K
PCP
1293
Proficio Capital Partners
Massachusetts
$76K -$2.15K -23 -3%
ATC
1294
Adirondack Trust Company
New York
$75K +$7.48K +80 +12%
EP
1295
Edinburgh Partners
United Kingdom
$74K
WIC
1296
Woodmont Investment Counsel
Tennessee
$67K +$64K +684 New
WRM
1297
Westport Resources Management
Connecticut
$65K
CP
1298
Corbenic Partners
Pennsylvania
$60K
KT
1299
Kanaly Trust
Texas
$55K -$11.4K -122 -18%
BCM
1300
Blume Capital Management
California
$54K

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.