Union Pacific
UNP
1,629 hedge funds and large institutions have $83.2B invested in Union Pacific in 2018 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 513 increasing their positions, 749 reducing their positions, and 88 closing their positions.
96% more call options, than puts
Call options by funds: $2.52B | Put options by funds: $1.29B
38% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 88
1% more funds holding in top 10
Funds holding in top 10: 82 → 83 (+1)
1% more funds holding
Funds holding: 1,612 → 1,629 (+17)
1% less capital invested
Capital invested by funds: $83.9B → $83.2B (-$715M)
0.91% less ownership
Funds ownership: 79.6% → 78.69% (-0.91%)
32% less repeat investments, than reductions
Existing positions increased: 513 | Existing positions reduced: 749
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$440M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$330M |
| 3 |
SCP
Soroban Capital Partners
New York
|
+$309M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$276M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$267M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$652M |
| 2 |
Lazard Asset Management
New York
|
-$391M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$281M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$216M |
| 5 |
State Street
Boston,
Massachusetts
|
-$197M |
UNP Hedge Fund Activity: Q1 2018 in Review
1,629 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q1 2018, worth a combined $83.2B — down 0.85% from $83.9B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new UNP positions and 88 closed out — a net gain of 33 holders — while 513 added to existing stakes and 749 trimmed.
The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $440M. The largest seller was Franklin Resources, cutting an estimated $652M.
- 1,629 institutional investors held Union Pacific (UNP) as of Q1 2018, up from 1,612 in Q4 2017.
- Funds reported $83.2B of Union Pacific stock for Q1 2018, down 0.85% quarter-over-quarter.
- 121 funds opened new Union Pacific positions in Q1 2018 and 88 closed out, a net change of +33 holders.
- The largest Union Pacific buyer in Q1 2018 was Egerton Capital (UK), an estimated $440M added.
- The largest Union Pacific seller in Q1 2018 was Franklin Resources, an estimated $652M sold.
Based on aggregated 13F filings for Q1 2018.