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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
HSBC Holdings
126
HSBC Holdings
United Kingdom
$70M -$2.5M -26,678 -4%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$69.8M -$1.98M -21,181 -3%
MIHAS
128
Maj Invest Holding A/S
Denmark
$68.9M +$20.6M +219,843 +45%
NIMC
129
NWQ Investment Management Company
California
$68.6M +$11.3M +120,290 +21%
MA
130
Marshfield Associates
District of Columbia
$67.7M -$9.75M -104,220 -13%
FWIA
131
Fort Washington Investment Advisors
Ohio
$66.2M +$283K +3,024 +0.4%
HFS
132
HL Financial Services
Kentucky
$66.2M -$1.64M -17,520 -3%
CIC
133
Chilton Investment Company
Connecticut
$65.9M -$8.67M -92,677 -12%
SB
134
Suntrust Banks
Georgia
$65.9M -$1.15M -12,316 -2%
MCI
135
McDonald Capital Investors
California
$65.7M +$3.27M +34,965 +5%
Lord, Abbett & Co
136
Lord, Abbett & Co
New Jersey
$65.6M +$23.3M +249,300 +59%
RRAM
137
River Road Asset Management
Kentucky
$65.1M -$598K -6,393 -0.9%
SO
138
STRS Ohio
Ohio
$65M -$1.48M -15,870 -2%
William Blair & Company
139
William Blair & Company
Illinois
$64M +$312K +3,335 +0.5%
Nordea Investment Management
140
Nordea Investment Management
Sweden
$63.8M -$104M -1,110,045 -63%
Blackstone Inc
141
Blackstone Inc
New York
$63M -$30.3M -323,976 -33%
CB
142
Commerce Bank
Missouri
$62.3M -$396K -4,229 -0.7%
JWBC
143
John W. Bristol & Co
New York
$61.7M -$1.24M -13,302 -2%
DekaBank Deutsche Girozentrale
144
DekaBank Deutsche Girozentrale
Germany
$61.6M +$19.7M +210,827 +49%
ACM
145
Alta Capital Management
Utah
$61.6M -$3.25M -34,738 -5%
Barclays
146
Barclays
United Kingdom
$61M -$7.94M -84,924 -12%
KFC
147
Klingenstein Fields & Co
New York
$60.8M +$374K +4,002 +0.6%
SEI Investments
148
SEI Investments
Pennsylvania
$60.2M +$12M +128,165 +26%
NFA
149
Nationwide Fund Advisors
Ohio
$59.5M +$5.9M +63,058 +12%
Korea Investment Corp
150
Korea Investment Corp
South Korea
$59.4M +$31.2M +333,988 +122%

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.