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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
FNB
1351
Farmers National Bank
Kentucky
$988 -$16.8K -180 -2%
SBL
1352
Sargent Bickham Lagudis
Colorado
$337
MCL
1353
MIK Capital LLC
New York
-$55.9M -640,640 Closed
Alyeska Investment Group
1354
Alyeska Investment Group
Illinois
-$42.9M -491,238 Closed
PPC
1355
Park Presidio Capital
California
-$16.6M -190,000 Closed
HIM
1356
Hermes Investment Management
United Kingdom
-$12.4M -142,453 Closed
EWA
1357
EP Wealth Advisors
California
-$11.9M -135,913 Closed
MHAM
1358
Monroe Hall Asset Management
New York
-$7.42M -85,000 Closed
GE
1359
General Electric
Ohio
-$7.13M -81,698 Closed
VIMU
1360
Veritas Investment Management (UK)
United Kingdom
-$6.21M -71,235 Closed
PDN
1361
Pensionfund DSM Netherlands
Netherlands
-$5.66M -64,900 Closed
Capital Fund Management (CFM)
1362
Capital Fund Management (CFM)
France
-$5.99M -64,001 Closed
BC
1363
Brookfield Corp
Ontario, Canada
-$5.22M -59,800 Closed
PAM
1364
Paradigm Asset Management
New York
-$4.59M -52,659 Closed
GF
1365
Gabelli Funds
New York
-$4.05M -46,400 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1366
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.49M -39,950 Closed
Hudson Bay Capital Management
1367
Hudson Bay Capital Management
Connecticut
-$3.22M -36,928 Closed
ID
1368
Integral Derivatives
New York
-$2.93M -31,362 Closed
PS
1369
Pensionfund Sabic
Netherlands
-$2.64M -30,300 Closed
Simplex Trading
1370
Simplex Trading
Illinois
-$2.7M -28,914 Closed
EA
1371
Euclid Advisors
Connecticut
-$2.51M -28,800 Closed
OCAM
1372
Onex Canada Asset Management
Ontario, Canada
-$2.46M -28,200 Closed
DJSG
1373
D.J. St. Germain
Massachusetts
-$2.35M -26,985 Closed
DCM
1374
Dynamic Capital Management
Jersey
-$2.25M -25,829 Closed
TCM
1375
TimesSquare Capital Management
New York
-$2.03M -23,230 Closed

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.