Union Pacific
UNP
1,344 hedge funds and large institutions have $57.6B invested in Union Pacific in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 471 increasing their positions, 557 reducing their positions, and 73 closing their positions.
29% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 73
10% more funds holding in top 10
Funds holding in top 10: 39 → 43 (+4)
9% more capital invested
Capital invested by funds: $52.9B → $57.6B (+$4.66B)
8% more call options, than puts
Call options by funds: $881M | Put options by funds: $819M
1% more funds holding
Funds holding: 1,337 → 1,344 (+7)
2.66% less ownership
Funds ownership: 81.26% → 78.6% (-2.7%)
15% less repeat investments, than reductions
Existing positions increased: 471 | Existing positions reduced: 557
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Soroban Capital Partners
New York
|
+$379M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$248M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$243M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$177M |
| 5 |
TP
Third Point
New York
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$1.38B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$523M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$366M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$252M |
| 5 |
JP Morgan Chase
New York
|
-$181M |
UNP Hedge Fund Activity: Q2 2016 in Review
1,344 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2016, worth a combined $57.6B — up 8.8% from $52.9B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new UNP positions and 73 closed out — a net gain of 21 holders — while 471 added to existing stakes and 557 trimmed.
The largest buyer was Soroban Capital Partners, opening a new position worth an estimated $379M. The largest seller was Royal London Asset Management, cutting an estimated $1.38B.
- 1,344 institutional investors held Union Pacific (UNP) as of Q2 2016, up from 1,337 in Q1 2016.
- Funds reported $57.6B of Union Pacific stock for Q2 2016, up 8.8% quarter-over-quarter.
- 94 funds opened new Union Pacific positions in Q2 2016 and 73 closed out, a net change of +21 holders.
- The largest Union Pacific buyer in Q2 2016 was Soroban Capital Partners, an estimated $379M added.
- The largest Union Pacific seller in Q2 2016 was Royal London Asset Management, an estimated $1.38B sold.
Based on aggregated 13F filings for Q2 2016.