Union Pacific
UNP
1,398 hedge funds and large institutions have $76B invested in Union Pacific in 2015 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 488 increasing their positions, 602 reducing their positions, and 77 closing their positions.
27% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 77
0% more funds holding
Funds holding: 1,392 → 1,398 (+6)
0.09% less ownership
Funds ownership: 79.64% → 79.55% (-0.09%)
10% less capital invested
Capital invested by funds: $84.3B → $76B (-$8.34B)
19% less repeat investments, than reductions
Existing positions increased: 488 | Existing positions reduced: 602
27% less funds holding in top 10
Funds holding in top 10: 128 → 93 (-35)
30% less call options, than puts
Call options by funds: $679M | Put options by funds: $970M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$545M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$305M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$234M |
| 4 |
Renaissance Technologies
New York
|
+$229M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$159M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$693M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$434M |
| 3 |
State Street
Boston,
Massachusetts
|
-$320M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$179M |
| 5 |
First Eagle Investment Management
New York
|
-$155M |
UNP Hedge Fund Activity: Q1 2015 in Review
1,398 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q1 2015, worth a combined $76B — down 9.9% from $84.3B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new UNP positions and 77 closed out — a net gain of 21 holders — while 488 added to existing stakes and 602 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $545M. The largest seller was Fidelity Investments, cutting an estimated $693M.
- 1,398 institutional investors held Union Pacific (UNP) as of Q1 2015, up from 1,392 in Q4 2014.
- Funds reported $76B of Union Pacific stock for Q1 2015, down 9.9% quarter-over-quarter.
- 98 funds opened new Union Pacific positions in Q1 2015 and 77 closed out, a net change of +21 holders.
- The largest Union Pacific buyer in Q1 2015 was JP Morgan Chase, an estimated $545M added.
- The largest Union Pacific seller in Q1 2015 was Fidelity Investments, an estimated $693M sold.
Based on aggregated 13F filings for Q1 2015.