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Union Pacific

1,461 hedge funds and large institutions have $68.7B invested in Union Pacific in 2017 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 474 increasing their positions, 652 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $3.77B | Put options by funds: $1.03B

64% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 75

2% more funds holding

Funds holding: 1,4281,461 (+33)

1.05% more ownership

Funds ownership: 78.94%80% (+1.1%)

2% more capital invested

Capital invested by funds: $67.4B → $68.7B (+$1.31B)

21% less funds holding in top 10

Funds holding in top 10: 5745 (-12)

27% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 652

Holders
1,461
Holders Change
+33
Holders Change %
+2.31%
% of All Funds
36.36%
Holding in Top 10
45
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-21.05%
% of All Funds
1.12%
New
123
Increased
474
Reduced
652
Closed
75
Calls
$3.77B
Puts
$1.03B
Net Calls
+$2.74B
Net Calls Change
+$2.85B
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1351
Community Bank
New York
$158K -$13.7K -128 -8%
DBT
1352
Dubuque Bank & Trust
Iowa
$155K +$11.1K +104 +8%
ANBT
1353
American National Bank & Trust
Texas
$152K +$135K +1,265 +757%
VIA
1354
Vantage Investment Advisors
Pennsylvania
$147K -$2.56K -24 -2%
SBA
1355
Seven Bridges Advisors
New York
$145K +$146K +1,372 New
GEA
1356
Glen Eagle Advisors
New Jersey
$143K +$1.39K +13 +1%
CAL
1357
Capital Analysts LLC
Pennsylvania
$143K -$9.81K -92 -6%
FFC
1358
First Financial Corp
Indiana
$141K -$15.9K -149 -10%
TCM
1359
Tradewinds Capital Management
Washington
$141K -$9.49K -89 -6%
BC
1360
Brookfield Corp
Ontario, Canada
$135K -$18.3M -171,330 -99%
PAM
1361
Paradigm Asset Management
New York
$127K +$128K +1,200 New
AAP
1362
Arax Advisory Partners
Colorado
$122K +$73.2K +686 +147%
UWPG
1363
Ullmann Wealth Partners Group
Florida
$122K +$123K +1,154 New
CHC
1364
City Holding Co
West Virginia
$119K
CHP
1365
Cable Hill Partners
Oregon
$119K +$6.93K +65 +6%
FMTCOCP
1366
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$119K
DAM
1367
Delta Asset Management
Tennessee
$117K -$2.13K -20 -2%
SFPIA
1368
Stevens First Principles Investment Advisors
California
$114K
SIM
1369
Sonora Investment Management
Arizona
$114K
PCP
1370
Proficio Capital Partners
Massachusetts
$111K +$29.2K +274 +36%
CAM
1371
ClariVest Asset Management
California
$110K +$112K +1,046 New
DPA
1372
Delphi Private Advisors
California
$109K -$18.7K -175 -14%
MSFP
1373
Mark Sheptoff Financial Planning
Connecticut
$108K +$53.4K +501 +96%
AF
1374
Allworth Financial
California
$106K -$43.9K -412 -29%
WOC
1375
West Oak Capital
California
$106K -$3.52K -33 -3%

UNP Hedge Fund Activity: Q1 2017 in Review

1,461 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q1 2017, worth a combined $68.7B — up 1.9% from $67.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new UNP positions and 75 closed out — a net gain of 48 holders — while 474 added to existing stakes and 652 trimmed.

The largest buyer was BlackRock, adding an estimated $5.19B. The largest seller was Capital World Investors, cutting an estimated $404M.

  • 1,461 institutional investors held Union Pacific (UNP) as of Q1 2017, up from 1,428 in Q4 2016.
  • Funds reported $68.7B of Union Pacific stock for Q1 2017, up 1.9% quarter-over-quarter.
  • 123 funds opened new Union Pacific positions in Q1 2017 and 75 closed out, a net change of +48 holders.
  • The largest Union Pacific buyer in Q1 2017 was BlackRock, an estimated $5.19B added.
  • The largest Union Pacific seller in Q1 2017 was Capital World Investors, an estimated $404M sold.

Based on aggregated 13F filings for Q1 2017.