Union Pacific
UNP
1,342 hedge funds and large institutions have $54.7B invested in Union Pacific in 2015 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 497 increasing their positions, 540 reducing their positions, and 96 closing their positions.
38% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 96
15% more call options, than puts
Call options by funds: $812M | Put options by funds: $709M
2% more funds holding
Funds holding: 1,321 → 1,342 (+21)
0.02% more ownership
Funds ownership: 78.72% → 78.74% (+0.02%)
8% less repeat investments, than reductions
Existing positions increased: 497 | Existing positions reduced: 540
13% less capital invested
Capital invested by funds: $62.6B → $54.7B (-$7.89B)
43% less funds holding in top 10
Funds holding in top 10: 67 → 38 (-29)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.01B |
| 2 |
Lazard Asset Management
New York
|
+$310M |
| 3 |
First Eagle Investment Management
New York
|
+$304M |
| 4 |
D.E. Shaw & Co
New York
|
+$242M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$207M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$849M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$686M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$390M |
| 4 |
CWG
C WorldWide Group
Copenhagen,
Denmark
|
-$304M |
| 5 |
JP Morgan Chase
New York
|
-$272M |
UNP Hedge Fund Activity: Q4 2015 in Review
1,342 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2015, worth a combined $54.7B — down 13% from $62.6B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new UNP positions and 96 closed out — a net gain of 36 holders — while 497 added to existing stakes and 540 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $1.01B. The largest seller was Capital World Investors, cutting an estimated $849M.
- 1,342 institutional investors held Union Pacific (UNP) as of Q4 2015, up from 1,321 in Q3 2015.
- Funds reported $54.7B of Union Pacific stock for Q4 2015, down 13% quarter-over-quarter.
- 132 funds opened new Union Pacific positions in Q4 2015 and 96 closed out, a net change of +36 holders.
- The largest Union Pacific buyer in Q4 2015 was Capital Research Global Investors, an estimated $1.01B added.
- The largest Union Pacific seller in Q4 2015 was Capital World Investors, an estimated $849M sold.
Based on aggregated 13F filings for Q4 2015.