Union Pacific
UNP
1,355 hedge funds and large institutions have $63.9B invested in Union Pacific in 2016 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 440 increasing their positions, 589 reducing their positions, and 55 closing their positions.
49% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 55
37% more funds holding in top 10
Funds holding in top 10: 43 → 59 (+16)
11% more capital invested
Capital invested by funds: $57.6B → $63.9B (+$6.24B)
1% more funds holding
Funds holding: 1,344 → 1,355 (+11)
0.15% more ownership
Funds ownership: 78.56% → 78.71% (+0.15%)
20% less call options, than puts
Call options by funds: $855M | Put options by funds: $1.07B
25% less repeat investments, than reductions
Existing positions increased: 440 | Existing positions reduced: 589
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$243M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$187M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$151M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$133M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$363M |
| 2 |
Lazard Asset Management
New York
|
-$304M |
| 3 |
JP Morgan Chase
New York
|
-$281M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$153M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$108M |
UNP Hedge Fund Activity: Q3 2016 in Review
1,355 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2016, worth a combined $63.9B — up 11% from $57.6B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new UNP positions and 55 closed out — a net gain of 27 holders — while 440 added to existing stakes and 589 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $243M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.
- 1,355 institutional investors held Union Pacific (UNP) as of Q3 2016, up from 1,344 in Q2 2016.
- Funds reported $63.9B of Union Pacific stock for Q3 2016, up 11% quarter-over-quarter.
- 82 funds opened new Union Pacific positions in Q3 2016 and 55 closed out, a net change of +27 holders.
- The largest Union Pacific buyer in Q3 2016 was Deutsche Bank, an estimated $243M added.
- The largest Union Pacific seller in Q3 2016 was Capital Research Global Investors, an estimated $363M sold.
Based on aggregated 13F filings for Q3 2016.