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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
BCI
1301
Brinker Capital Investments
Pennsylvania
$51K
MSFP
1302
Mark Sheptoff Financial Planning
Connecticut
$51K
GI
1303
Gradient Investments
Minnesota
$50K
MCM
1304
MV Capital Management
Maryland
$47K
RCG
1305
Ruggie Capital Group
Florida
$47K
GAM
1306
Gemmer Asset Management
California
$44K
NCMG
1307
NCM Capital Management Group
North Carolina
$41K
FPTW
1308
Franklin, Parlapiano, Turner & Welch
Texas
$40K
TFO
1309
Tarbox Family Office
California
$40K
JGIA
1310
Jackson Grant Investment Advisers
Connecticut
$40K +$281 +3 +0.7%
CFS
1311
Commonwealth Financial Services
West Virginia
$39K
HPBT
1312
High Point Bank & Trust
North Carolina
$39K
AA
1313
AlphaMark Advisors
Kentucky
$37K
NCM
1314
Nelson Capital Management
California
$34K -$27.4K -293 -46%
PWM
1315
Perigon Wealth Management
California
$33K
HR
1316
Howe & Rusling
New York
$33K +$31.8K +340 New
NC
1317
NewSquare Capital
Pennsylvania
$30K +$4.21K +45 +17%
GBT
1318
Grove Bank & Trust
Florida
$30K +$28.1K +300 +3,000%
AIM
1319
Advantage Investment Management
Iowa
$29K -$2.6M -27,786 -99%
SIG
1320
Stanford Investment Group
California
$29K
WA
1321
Winfield Associates
Ohio
$27K +$5.24K +56 +24%
PFG
1322
Piershale Financial Group
Illinois
$25K +$187 +2 +0.8%
BL
1323
Balentine LLC
Georgia
$21K
3C
1324
361 Capital
Colorado
$20K -$65.4K -699 -77%
ARMC
1325
American Research & Management Company
Massachusetts
$20K

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.