Union Pacific
UNP
1,613 hedge funds and large institutions have $83.9B invested in Union Pacific in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 522 increasing their positions, 626 reducing their positions, and 58 closing their positions.
423% more call options, than puts
Call options by funds: $10.3B | Put options by funds: $1.98B
310% more first-time investments, than exits
New positions opened: 238 | Existing positions closed: 58
82% more funds holding in top 10
Funds holding in top 10: 45 → 82 (+37)
15% more capital invested
Capital invested by funds: $72.8B → $83.9B (+$11.1B)
12% more funds holding
Funds holding: 1,443 → 1,613 (+170)
1.11% more ownership
Funds ownership: 78.49% → 79.6% (+1.1%)
17% less repeat investments, than reductions
Existing positions increased: 522 | Existing positions reduced: 626
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$561M |
| 2 |
Morgan Stanley
New York
|
+$311M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$281M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$186M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$184M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$718M |
| 2 |
SCP
Soroban Capital Partners
New York
|
-$303M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$236M |
| 4 |
Two Sigma Advisers
New York
|
-$228M |
| 5 |
Lazard Asset Management
New York
|
-$215M |
UNP Hedge Fund Activity: Q4 2017 in Review
1,613 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2017, worth a combined $83.9B — up 15% from $72.8B a quarter earlier.
Buyers outnumbered sellers: 238 funds opened new UNP positions and 58 closed out — a net gain of 180 holders — while 522 added to existing stakes and 626 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $561M. The largest seller was Capital Research Global Investors, cutting an estimated $718M.
- 1,613 institutional investors held Union Pacific (UNP) as of Q4 2017, up from 1,443 in Q3 2017.
- Funds reported $83.9B of Union Pacific stock for Q4 2017, up 15% quarter-over-quarter.
- 238 funds opened new Union Pacific positions in Q4 2017 and 58 closed out, a net change of +180 holders.
- The largest Union Pacific buyer in Q4 2017 was Wellington Management Group, an estimated $561M added.
- The largest Union Pacific seller in Q4 2017 was Capital Research Global Investors, an estimated $718M sold.
Based on aggregated 13F filings for Q4 2017.