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Union Pacific

1,462 hedge funds and large institutions have $69.4B invested in Union Pacific in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 530 increasing their positions, 599 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more call options, than puts

Call options by funds: $4.38B | Put options by funds: $1B

30% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 67

11% more funds holding in top 10

Funds holding in top 10: 4550 (+5)

1% more capital invested

Capital invested by funds: $68.7B → $69.4B (+$712M)

0% more funds holding

Funds holding: 1,4601,462 (+2)

1.02% less ownership

Funds ownership: 80%78.98% (-1%)

12% less repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 599

Holders
1,462
Holders Change
+2
Holders Change %
+0.14%
% of All Funds
36.45%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
1.25%
New
87
Increased
530
Reduced
599
Closed
67
Calls
$4.38B
Puts
$1B
Net Calls
+$3.38B
Net Calls Change
+$639M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.7B +$125M +1,146,109 +2%
BlackRock
2
BlackRock
New York
$5.53B +$15.4M +141,521 +0.3%
State Street
3
State Street
Massachusetts
$3.66B -$113M -1,040,409 -3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$3.08B -$1.51B -13,834,801 -33%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.2B +$33.8M +310,295 +2%
Bank of America
6
Bank of America
North Carolina
$1.68B -$98.3M -901,881 -6%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.49B +$341M +3,124,902 +30%
Dodge & Cox
8
Dodge & Cox
California
$1.47B -$18.1M -166,379 -1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.31B -$14.6M -134,230 -1%
SCP
10
Soroban Capital Partners
New York
$1.11B +$232M +2,127,639 +26%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.05B +$480M +4,399,980 +85%
Northern Trust
12
Northern Trust
Illinois
$1B -$27.8M -255,275 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$938M +$9.51M +87,245 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$934M -$29.3M -268,619 -3%
Wells Fargo
15
Wells Fargo
California
$932M +$52.8M +484,479 +6%
Norges Bank
16
Norges Bank
Norway
$895M -$57.5M -527,097 -6%
TCIM
17
TIAA CREF Investment Management
New York
$866M +$5.05M +46,298 +0.6%
Franklin Resources
18
Franklin Resources
California
$825M -$163M -1,499,148 -17%
Capital World Investors
19
Capital World Investors
California
$798M +$5.45M +50,000 +0.7%
Morgan Stanley
20
Morgan Stanley
New York
$732M -$133M -1,224,063 -15%
Deutsche Bank
21
Deutsche Bank
Germany
$666M -$231M -2,119,848 -26%
Lazard Asset Management
22
Lazard Asset Management
New York
$666M -$11.5M -105,731 -2%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$665M +$16.3M +149,634 +3%
Goldman Sachs
24
Goldman Sachs
New York
$587M -$131M -1,204,213 -18%
UBS Group
25
UBS Group
Switzerland
$582M +$39.8M +365,175 +7%

UNP Hedge Fund Activity: Q2 2017 in Review

1,462 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2017, worth a combined $69.4B — up 1% from $68.7B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new UNP positions and 67 closed out — a net gain of 20 holders — while 530 added to existing stakes and 599 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $480M. The largest seller was Capital Research Global Investors, cutting an estimated $1.51B.

  • 1,462 institutional investors held Union Pacific (UNP) as of Q2 2017, up from 1,460 in Q1 2017.
  • Funds reported $69.4B of Union Pacific stock for Q2 2017, up 1% quarter-over-quarter.
  • 87 funds opened new Union Pacific positions in Q2 2017 and 67 closed out, a net change of +20 holders.
  • The largest Union Pacific buyer in Q2 2017 was Fidelity Investments, an estimated $480M added.
  • The largest Union Pacific seller in Q2 2017 was Capital Research Global Investors, an estimated $1.51B sold.

Based on aggregated 13F filings for Q2 2017.