Union Pacific
UNP
1,243 hedge funds and large institutions have $68.4B invested in Union Pacific in 2014 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 438 increasing their positions, 481 reducing their positions, and 57 closing their positions.
89% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 57
48% more funds holding in top 10
Funds holding in top 10: 65 → 96 (+31)
11% more capital invested
Capital invested by funds: $61.4B → $68.4B (+$6.92B)
3% more funds holding
Funds holding: 1,205 → 1,243 (+38)
1.69% more ownership
Funds ownership: 158.77% → 160.47% (+1.7%)
9% less repeat investments, than reductions
Existing positions increased: 438 | Existing positions reduced: 481
32% less call options, than puts
Call options by funds: $566M | Put options by funds: $837M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$332M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$221M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$174M |
| 4 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
+$116M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$194M |
| 2 |
JP Morgan Chase
New York
|
-$193M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$151M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
-$139M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$135M |
UNP Hedge Fund Activity: Q1 2014 in Review
1,243 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q1 2014, worth a combined $68.4B — up 11% from $61.4B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new UNP positions and 57 closed out — a net gain of 51 holders — while 438 added to existing stakes and 481 trimmed.
The largest buyer was Capital World Investors, adding an estimated $332M. The largest seller was State Street, cutting an estimated $194M.
- 1,243 institutional investors held Union Pacific (UNP) as of Q1 2014, up from 1,205 in Q4 2013.
- Funds reported $68.4B of Union Pacific stock for Q1 2014, up 11% quarter-over-quarter.
- 108 funds opened new Union Pacific positions in Q1 2014 and 57 closed out, a net change of +51 holders.
- The largest Union Pacific buyer in Q1 2014 was Capital World Investors, an estimated $332M added.
- The largest Union Pacific seller in Q1 2014 was State Street, an estimated $194M sold.
Based on aggregated 13F filings for Q1 2014.