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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
ADL
1326
Asset Dedication LLC
California
$20K
BAM
1327
Brave Asset Management
New Jersey
$20K
KA
1328
Klingman & Associates
New York
$20K
PVH
1329
Psagot Value Holdings
Israel
$20K +$12.3K +132 +194%
CFA
1330
CT Financial Advisors
Pennsylvania
$19.5K
AII
1331
AGF Investments Inc
Ontario, Canada
$17K
LWM
1332
Lenox Wealth Management
Ohio
$17K
HW
1333
Hedeker Wealth
Illinois
$16.9K -$1.07M -11,471 -65%
CA
1334
CapWealth Advisors
Tennessee
$15K
FWM
1335
Focused Wealth Management
New York
$15K
PRS
1336
Pinkerton Retirement Specialists
Idaho
$12K +$2.43K +26 +26%
RI
1337
Redwood Investments
Massachusetts
$11K
KPCM
1338
Kings Point Capital Management
New York
$11K +$10.3K +110 New
PFO
1339
Pathstone Family Office
New Jersey
$10K -$2.81K -30 -22%
ICOM
1340
Investment Counselors of Maryland
Maryland
$10K
WA
1341
WealthTrust-Arizona
Arizona
$9K +$94 +1 +1%
HCM
1342
Herndon Capital Management
Georgia
$8K
HWP
1343
Hefty Wealth Partners
Indiana
$5K -$1.2M -12,807 -100%
CIM
1344
Contravisory Investment Management
Massachusetts
$5K +$1.87K +20 +57%
Winslow Capital Management
1345
Winslow Capital Management
Minnesota
$5K +$5.05K +54 New
SIC
1346
Salem Investment Counselors
North Carolina
$4.95K
ANBT
1347
American National Bank & Trust
Texas
$4K
DSN
1348
D. Scott Neal
Kentucky
$3K
TDC
1349
Thompson Davis & Co
Virginia
$2K +$561 +6 +46%
JIR
1350
James Investment Research
Ohio
$1K

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.