Union Pacific
UNP
1,337 hedge funds and large institutions have $53.6B invested in Union Pacific in 2016 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 521 increasing their positions, 500 reducing their positions, and 98 closing their positions.
10% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 98
3% more funds holding in top 10
Funds holding in top 10: 38 → 39 (+1)
4% more repeat investments, than reductions
Existing positions increased: 521 | Existing positions reduced: 500
2% more capital invested
Capital invested by funds: $52.6B → $53.6B (+$1.04B)
0.66% more ownership
Funds ownership: 78.66% → 79.32% (+0.66%)
0% less funds holding
Funds holding: 1,343 → 1,337 (-6)
1% less call options, than puts
Call options by funds: $624M | Put options by funds: $632M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$925M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$370M |
| 3 |
Lazard Asset Management
New York
|
+$325M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$265M |
| 5 |
JP Morgan Chase
New York
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$703M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$371M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$206M |
| 4 |
D.E. Shaw & Co
New York
|
-$190M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$134M |
UNP Hedge Fund Activity: Q1 2016 in Review
1,337 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q1 2016, worth a combined $53.6B — up 2% from $52.6B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new UNP positions and 98 closed out — a net gain of 10 holders — while 521 added to existing stakes and 500 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $925M. The largest seller was Janus Henderson Investors US, cutting an estimated $703M.
- 1,337 institutional investors held Union Pacific (UNP) as of Q1 2016, down from 1,343 in Q4 2015.
- Funds reported $53.6B of Union Pacific stock for Q1 2016, up 2% quarter-over-quarter.
- 108 funds opened new Union Pacific positions in Q1 2016 and 98 closed out, a net change of +10 holders.
- The largest Union Pacific buyer in Q1 2016 was Dodge & Cox, an estimated $925M added.
- The largest Union Pacific seller in Q1 2016 was Janus Henderson Investors US, an estimated $703M sold.
Based on aggregated 13F filings for Q1 2016.