Union Pacific
UNP
1,203 hedge funds and large institutions have $61.6B invested in Union Pacific in 2013 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 426 increasing their positions, 452 reducing their positions, and 67 closing their positions.
137% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 67
7% more funds holding
Funds holding: 1,125 → 1,203 (+78)
7% more capital invested
Capital invested by funds: $57.8B → $61.6B (+$3.85B)
7% more funds holding in top 10
Funds holding in top 10: 61 → 65 (+4)
6% less repeat investments, than reductions
Existing positions increased: 426 | Existing positions reduced: 452
1.45% less ownership
Funds ownership: 160.12% → 158.67% (-1.5%)
40% less call options, than puts
Call options by funds: $552M | Put options by funds: $914M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$529M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$251M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$234M |
| 4 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
+$163M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$139M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$301M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$290M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$275M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$273M |
| 5 |
Jennison Associates
New York
|
-$253M |
UNP Hedge Fund Activity: Q4 2013 in Review
1,203 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2013, worth a combined $61.6B — up 6.7% from $57.8B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new UNP positions and 67 closed out — a net gain of 92 holders — while 426 added to existing stakes and 452 trimmed.
The largest buyer was Harris Associates, adding an estimated $529M. The largest seller was Waddell & Reed Financial, cutting an estimated $301M.
- 1,203 institutional investors held Union Pacific (UNP) as of Q4 2013, up from 1,125 in Q3 2013.
- Funds reported $61.6B of Union Pacific stock for Q4 2013, up 6.7% quarter-over-quarter.
- 159 funds opened new Union Pacific positions in Q4 2013 and 67 closed out, a net change of +92 holders.
- The largest Union Pacific buyer in Q4 2013 was Harris Associates, an estimated $529M added.
- The largest Union Pacific seller in Q4 2013 was Waddell & Reed Financial, an estimated $301M sold.
Based on aggregated 13F filings for Q4 2013.