Union Pacific
UNP
1,833 hedge funds and large institutions have $88.6B invested in Union Pacific in 2019 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 662 increasing their positions, 789 reducing their positions, and 90 closing their positions.
31% more call options, than puts
Call options by funds: $847M | Put options by funds: $646M
1% less funds holding
Funds holding: 1,851 → 1,833 (-18)
4% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 90
1.13% less ownership
Funds ownership: 78.83% → 77.7% (-1.1%)
6% less capital invested
Capital invested by funds: $94.4B → $88.6B (-$5.88B)
9% less funds holding in top 10
Funds holding in top 10: 82 → 75 (-7)
16% less repeat investments, than reductions
Existing positions increased: 662 | Existing positions reduced: 789
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$317M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$299M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$292M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$280M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$212M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$640M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$397M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$242M |
| 4 |
PCM
Palestra Capital Management
New York
|
-$179M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$167M |
UNP Hedge Fund Activity: Q3 2019 in Review
1,833 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2019, worth a combined $88.6B — down 6.2% from $94.4B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of UNP and 86 opened new positions — a net loss of 4 holders — while 789 trimmed existing stakes and 662 added.
The largest buyer was Wellington Management Group, adding an estimated $317M. The largest seller was Fidelity Investments, cutting an estimated $640M.
- 1,833 institutional investors held Union Pacific (UNP) as of Q3 2019, down from 1,851 in Q2 2019.
- Funds reported $88.6B of Union Pacific stock for Q3 2019, down 6.2% quarter-over-quarter.
- 86 funds opened new Union Pacific positions in Q3 2019 and 90 closed out, a net change of -4 holders.
- The largest Union Pacific buyer in Q3 2019 was Wellington Management Group, an estimated $317M added.
- The largest Union Pacific seller in Q3 2019 was Fidelity Investments, an estimated $640M sold.
Based on aggregated 13F filings for Q3 2019.