Union Pacific
UNP
1,442 hedge funds and large institutions have $72.8B invested in Union Pacific in 2017 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 523 increasing their positions, 612 reducing their positions, and 87 closing their positions.
302% more call options, than puts
Call options by funds: $4.68B | Put options by funds: $1.16B
5% more capital invested
Capital invested by funds: $69.4B → $72.8B (+$3.4B)
0.49% less ownership
Funds ownership: 78.98% → 78.49% (-0.49%)
1% less funds holding
Funds holding: 1,463 → 1,442 (-21)
10% less funds holding in top 10
Funds holding in top 10: 50 → 45 (-5)
11% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 87
15% less repeat investments, than reductions
Existing positions increased: 523 | Existing positions reduced: 612
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$445M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$337M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$332M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$274M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$673M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$258M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$230M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$192M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$140M |
UNP Hedge Fund Activity: Q3 2017 in Review
1,442 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2017, worth a combined $72.8B — up 4.9% from $69.4B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of UNP and 77 opened new positions — a net loss of 10 holders — while 612 trimmed existing stakes and 523 added.
The largest buyer was Morgan Stanley, adding an estimated $445M. The largest seller was Capital Research Global Investors, cutting an estimated $673M.
- 1,442 institutional investors held Union Pacific (UNP) as of Q3 2017, down from 1,463 in Q2 2017.
- Funds reported $72.8B of Union Pacific stock for Q3 2017, up 4.9% quarter-over-quarter.
- 77 funds opened new Union Pacific positions in Q3 2017 and 87 closed out, a net change of -10 holders.
- The largest Union Pacific buyer in Q3 2017 was Morgan Stanley, an estimated $445M added.
- The largest Union Pacific seller in Q3 2017 was Capital Research Global Investors, an estimated $673M sold.
Based on aggregated 13F filings for Q3 2017.