Union Pacific
UNP
1,377 hedge funds and large institutions have $65.3B invested in Union Pacific in 2015 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 495 increasing their positions, 566 reducing their positions, and 121 closing their positions.
2% less first-time investments, than exits
New positions opened: 118 | Existing positions closed: 121
1.02% less ownership
Funds ownership: 79.55% → 78.53% (-1%)
2% less funds holding
Funds holding: 1,398 → 1,377 (-21)
13% less repeat investments, than reductions
Existing positions increased: 495 | Existing positions reduced: 566
14% less capital invested
Capital invested by funds: $75.7B → $65.3B (-$10.4B)
31% less funds holding in top 10
Funds holding in top 10: 93 → 64 (-29)
32% less call options, than puts
Call options by funds: $681M | Put options by funds: $998M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.18B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$720M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$388M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$292M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$244M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$951M |
| 2 |
Jennison Associates
New York
|
-$668M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$498M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$480M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$324M |
UNP Hedge Fund Activity: Q2 2015 in Review
1,377 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2015, worth a combined $65.3B — down 14% from $75.7B a quarter earlier.
Sellers outnumbered buyers: 121 funds closed out of UNP and 118 opened new positions — a net loss of 3 holders — while 566 trimmed existing stakes and 495 added.
The largest buyer was Capital Research Global Investors, adding an estimated $1.18B. The largest seller was Fidelity Investments, cutting an estimated $951M.
- 1,377 institutional investors held Union Pacific (UNP) as of Q2 2015, down from 1,398 in Q1 2015.
- Funds reported $65.3B of Union Pacific stock for Q2 2015, down 14% quarter-over-quarter.
- 118 funds opened new Union Pacific positions in Q2 2015 and 121 closed out, a net change of -3 holders.
- The largest Union Pacific buyer in Q2 2015 was Capital Research Global Investors, an estimated $1.18B added.
- The largest Union Pacific seller in Q2 2015 was Fidelity Investments, an estimated $951M sold.
Based on aggregated 13F filings for Q2 2015.