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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
Aviva
151
Aviva
United Kingdom
$59.1M +$771K +8,240 +1%
FPP
152
Findlay Park Partners
United Kingdom
$59.1M +$18.1M +193,734 +47%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$57.9M -$320K -3,420 -0.6%
TCM
154
Tetrem Capital Management
Manitoba, Canada
$56M +$3.15M +33,708 +6%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$55.5M -$420K -4,492 -0.8%
LM
156
Luminus Management
Texas
$55.1M -$52.3M -559,147 -50%
BTW
157
Boston Trust Walden
Massachusetts
$53.1M +$2.29M +24,435 +5%
BFPW
158
BOK Financial Private Wealth
Colorado
$52.6M -$410K -4,379 -0.8%
National Pension Service
159
National Pension Service
South Korea
$52.4M +$4.01M +42,916 +9%
BBHC
160
Brown Brothers Harriman & Co
New York
$52.3M -$212K -2,272 -0.4%
PC
161
Polar Capital
United Kingdom
$52.2M -$2.45M -26,212 -5%
M&T Bank
162
M&T Bank
New York
$52.1M -$770K -8,237 -2%
VanEck Associates
163
VanEck Associates
New York
$51.3M -$921K -9,848 -2%
CGT
164
Capital Guardian Trust
California
$50.9M -$4.63M -49,513 -9%
SDIC
165
South Dakota Investment Council
South Dakota
$50.8M -$655K -7,000 -1%
Janus Henderson Group
166
Janus Henderson Group
United Kingdom
$50.7M +$27.9M +298,812 +135%
SC
167
Skylands Capital
Wisconsin
$50.3M -$5.83M -62,325 -11%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$49.8M +$19.8M +211,366 +71%
ACI
169
AMP Capital Investors
Australia
$47.4M +$3.64M +38,964 +9%
MAMU
170
Marathon Asset Management (UK)
United Kingdom
$47M +$1.55M +16,589 +4%
AWM
171
Ashmore Wealth Management
Delaware
$46.9M -$40.4M -432,388 -47%
TRSOTSOK
172
Teachers Retirement System of the State of Kentucky
Kentucky
$46.3M +$1.59M +16,962 +4%
PP
173
Prudential plc
United Kingdom
$46M -$10.9M -116,536 -20%
KeyBank National Association
174
KeyBank National Association
Ohio
$46M -$189K -2,016 -0.4%
DC
175
Davenport & Co
Virginia
$45.1M -$295K -3,150 -0.7%

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.