Union Pacific
UNP
1,321 hedge funds and large institutions have $62.6B invested in Union Pacific in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 541 increasing their positions, 513 reducing their positions, and 127 closing their positions.
5% more funds holding in top 10
Funds holding in top 10: 64 → 67 (+3)
5% more repeat investments, than reductions
Existing positions increased: 541 | Existing positions reduced: 513
0.19% more ownership
Funds ownership: 78.53% → 78.72% (+0.19%)
4% less capital invested
Capital invested by funds: $65.3B → $62.6B (-$2.72B)
8% less call options, than puts
Call options by funds: $770M | Put options by funds: $839M
4% less funds holding
Funds holding: 1,376 → 1,321 (-55)
35% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$896M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$565M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$508M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$281M |
| 5 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$426M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$323M |
| 3 |
CG
Carmignac Gestion
Paris,
France
|
-$291M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$220M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$210M |
UNP Hedge Fund Activity: Q3 2015 in Review
1,321 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2015, worth a combined $62.6B — down 4.2% from $65.3B a quarter earlier.
Sellers outnumbered buyers: 127 funds closed out of UNP and 83 opened new positions — a net loss of 44 holders — while 513 trimmed existing stakes and 541 added.
The largest buyer was Capital Research Global Investors, adding an estimated $896M. The largest seller was Fidelity Investments, cutting an estimated $426M.
- 1,321 institutional investors held Union Pacific (UNP) as of Q3 2015, down from 1,376 in Q2 2015.
- Funds reported $62.6B of Union Pacific stock for Q3 2015, down 4.2% quarter-over-quarter.
- 83 funds opened new Union Pacific positions in Q3 2015 and 127 closed out, a net change of -44 holders.
- The largest Union Pacific buyer in Q3 2015 was Capital Research Global Investors, an estimated $896M added.
- The largest Union Pacific seller in Q3 2015 was Fidelity Investments, an estimated $426M sold.
Based on aggregated 13F filings for Q3 2015.