Union Pacific
UNP
1,297 hedge funds and large institutions have $77B invested in Union Pacific in 2014 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 443 increasing their positions, 552 reducing their positions, and 47 closing their positions.
83% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 47
21% more funds holding in top 10
Funds holding in top 10: 103 → 125 (+22)
5% more capital invested
Capital invested by funds: $73B → $77B (+$4B)
2% more funds holding
Funds holding: 1,271 → 1,297 (+26)
0.7% less ownership
Funds ownership: 80.08% → 79.38% (-0.7%)
20% less repeat investments, than reductions
Existing positions increased: 443 | Existing positions reduced: 552
50% less call options, than puts
Call options by funds: $531M | Put options by funds: $1.06B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$323M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$177M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$80.1M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$79.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$72.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$788M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$634M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$183M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$126M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$109M |
UNP Hedge Fund Activity: Q3 2014 in Review
1,297 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2014, worth a combined $77B — up 5.5% from $73B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new UNP positions and 47 closed out — a net gain of 39 holders — while 443 added to existing stakes and 552 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $323M. The largest seller was Norges Bank, cutting an estimated $788M.
- 1,297 institutional investors held Union Pacific (UNP) as of Q3 2014, up from 1,271 in Q2 2014.
- Funds reported $77B of Union Pacific stock for Q3 2014, up 5.5% quarter-over-quarter.
- 86 funds opened new Union Pacific positions in Q3 2014 and 47 closed out, a net change of +39 holders.
- The largest Union Pacific buyer in Q3 2014 was Waddell & Reed Financial, an estimated $323M added.
- The largest Union Pacific seller in Q3 2014 was Norges Bank, an estimated $788M sold.
Based on aggregated 13F filings for Q3 2014.