Union Pacific
UNP
1,852 hedge funds and large institutions have $76.8B invested in Union Pacific in 2020 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 632 increasing their positions, 849 reducing their positions, and 219 closing their positions.
24% more call options, than puts
Call options by funds: $859M | Put options by funds: $694M
0.89% less ownership
Funds ownership: 79.82% → 78.93% (-0.89%)
7% less funds holding
Funds holding: 2,001 → 1,852 (-149)
10% less funds holding in top 10
Funds holding in top 10: 71 → 64 (-7)
23% less capital invested
Capital invested by funds: $99.7B → $76.8B (-$22.9B)
26% less repeat investments, than reductions
Existing positions increased: 632 | Existing positions reduced: 849
53% less first-time investments, than exits
New positions opened: 104 | Existing positions closed: 219
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$575M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$460M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$314M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$251M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$217M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$584M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$503M |
| 3 |
Morgan Stanley
New York
|
-$425M |
| 4 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$404M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$376M |
UNP Hedge Fund Activity: Q1 2020 in Review
1,852 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q1 2020, worth a combined $76.8B — down 23% from $99.7B a quarter earlier.
Sellers outnumbered buyers: 219 funds closed out of UNP and 104 opened new positions — a net loss of 115 holders — while 849 trimmed existing stakes and 632 added.
The largest buyer was Franklin Resources, adding an estimated $575M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $584M sold.
- 1,852 institutional investors held Union Pacific (UNP) as of Q1 2020, down from 2,001 in Q4 2019.
- Funds reported $76.8B of Union Pacific stock for Q1 2020, down 23% quarter-over-quarter.
- 104 funds opened new Union Pacific positions in Q1 2020 and 219 closed out, a net change of -115 holders.
- The largest Union Pacific buyer in Q1 2020 was Franklin Resources, an estimated $575M added.
- The largest Union Pacific seller in Q1 2020 was Lone Pine Capital, an estimated $584M sold.
Based on aggregated 13F filings for Q1 2020.