Union Pacific
UNP
1,427 hedge funds and large institutions have $67.2B invested in Union Pacific in 2016 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 468 increasing their positions, 602 reducing their positions, and 68 closing their positions.
138% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 68
5% more funds holding
Funds holding: 1,355 → 1,427 (+72)
5% more capital invested
Capital invested by funds: $63.9B → $67.2B (+$3.34B)
0.02% less ownership
Funds ownership: 78.71% → 78.7% (-0.02%)
9% less call options, than puts
Call options by funds: $1.11B | Put options by funds: $1.22B
3% less funds holding in top 10
Funds holding in top 10: 59 → 57 (-2)
22% less repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 602
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$251M |
| 2 |
SCP
Soroban Capital Partners
New York
|
+$213M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$206M |
| 4 |
State Street
Boston,
Massachusetts
|
+$138M |
| 5 |
Asset Management One
Tokyo,
Japan
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$657M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$199M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$173M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$172M |
| 5 |
PC
PointState Capital
New York
|
-$149M |
UNP Hedge Fund Activity: Q4 2016 in Review
1,427 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2016, worth a combined $67.2B — up 5.2% from $63.9B a quarter earlier.
Buyers outnumbered sellers: 162 funds opened new UNP positions and 68 closed out — a net gain of 94 holders — while 468 added to existing stakes and 602 trimmed.
The largest buyer was Winslow Capital Management, adding an estimated $251M. The largest seller was Capital Research Global Investors, cutting an estimated $657M.
- 1,427 institutional investors held Union Pacific (UNP) as of Q4 2016, up from 1,355 in Q3 2016.
- Funds reported $67.2B of Union Pacific stock for Q4 2016, up 5.2% quarter-over-quarter.
- 162 funds opened new Union Pacific positions in Q4 2016 and 68 closed out, a net change of +94 holders.
- The largest Union Pacific buyer in Q4 2016 was Winslow Capital Management, an estimated $251M added.
- The largest Union Pacific seller in Q4 2016 was Capital Research Global Investors, an estimated $657M sold.
Based on aggregated 13F filings for Q4 2016.