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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
Group One Trading
1376
Group One Trading
Illinois
-$1.88M -20,051 Closed
NIT
1377
NumerixS Investment Technologies
British Columbia, Canada
-$1.63M -18,663 Closed
HTI
1378
Hikari Tsushin Inc
Japan
-$1.61M -18,500 Closed
GI
1379
GAMCO Investors
Connecticut
-$1.54M -17,669 Closed
USGIU
1380
U.S. Global Investors (USGI)
Texas
-$968K -11,100 Closed
CC
1381
Cipher Capital
New York
-$939K -10,769 Closed
IIM
1382
Intact Investment Management
Quebec, Canada
-$934K -10,700 Closed
GCA
1383
Gideon Capital Advisors
New York
-$928K -10,641 Closed
MVIP
1384
Mar Vista Investment Partners
California
-$901K -10,331 Closed
ACI
1385
Advance Capital I
Michigan
-$715K -8,200 Closed
MFIMFI
1386
Mesirow Financial Investment Management - Fixed Income
Illinois
-$699K -8,008 Closed
PAIA
1387
Park Avenue Institutional Advisers
New York
-$466K -5,337 Closed
AA
1388
ALPS Advisors
Colorado
-$432K -4,955 Closed
JT
1389
Jump Trading
Illinois
-$402K -4,609 Closed
FFA
1390
First Foundation Advisors
California
-$361K -4,133 Closed
Squarepoint
1391
Squarepoint
New York
-$351K -4,028 Closed
PG
1392
PEAK6 Group
Illinois
-$348K -3,726 Closed
FSA
1393
Financial Sense Advisors
California
-$319K -3,658 Closed
RTS
1394
Round Table Services
New Jersey
-$302K -3,462 Closed
Handelsbanken Fonder
1395
Handelsbanken Fonder
Sweden
-$297K -3,400 Closed
LOAMS
1396
Lombard Odier Asset Management (Switzerland)
Switzerland
-$285K -3,270 Closed
IR
1397
Invictus RG
Bermuda
-$266K -3,043 Closed
PI
1398
PineBridge Investments
New York
-$256K -2,938 Closed
FTC
1399
Farmers Trust Company
Ohio
-$223K -2,555 Closed
TGI
1400
Tradewinds Global Investors
California
-$206K -2,361 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.