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Union Pacific

1,126 hedge funds and large institutions have $57.8B invested in Union Pacific in 2013 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 391 increasing their positions, 443 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 41

5% more funds holding

Funds holding: 1,0741,126 (+52)

0% less capital invested

Capital invested by funds: $58B → $57.8B (-$218M)

0.61% less ownership

Funds ownership: 160.73%160.12% (-0.61%)

10% less funds holding in top 10

Funds holding in top 10: 6861 (-7)

12% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 443

38% less call options, than puts

Call options by funds: $571M | Put options by funds: $927M

Holders
1,126
Holders Change
+52
Holders Change %
+4.84%
% of All Funds
36.5%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.98%
New
105
Increased
391
Reduced
443
Closed
41
Calls
$571M
Puts
$927M
Net Calls
-$356M
Net Calls Change
-$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
376
Reilly Financial Advisors
California
$7.54M +$199K +2,522 +3%
NB
377
NBT Bank
New York
$7.54M -$337K -4,258 -4%
CANY
378
Caxton Associates (New York)
New York
$7.5M -$9.67M -122,384 -56%
DC
379
Deere & Company
Illinois
$7.48M -$155K -1,960 -2%
M&T Bank
380
M&T Bank
New York
$7.47M -$270K -3,416 -3%
MPM
381
Meritage Portfolio Management
Kansas
$7.32M +$290K +3,670 +4%
FAB
382
First American Bank
Illinois
$7.31M -$52K -658 -0.7%
PIM
383
Perkins Investment Management
Illinois
$7.31M +$7.44M +94,118 New
MA
384
MUFG Americas
New York
$7.29M -$2.86M -36,200 -28%
CW
385
Cobiz Wealth
Colorado
$7.23M -$226K -2,856 -3%
ACM
386
Apex Capital Management
Ohio
$7.16M -$2.08M -26,278 -22%
CISOA
387
Capital Investment Services of America
Wisconsin
$7.04M +$1.03M +13,090 +17%
Commonwealth Equity Services
388
Commonwealth Equity Services
Massachusetts
$7.03M -$1.38M -17,482 -16%
JCM
389
Jag Capital Management
Missouri
$7.03M -$59.9K -758 -0.8%
NG
390
NatWest Group
United Kingdom
$6.91M -$16.3M -205,804 -70%
CAM
391
Centre Asset Management
New York
$6.89M +$1.43M +18,120 +26%
Robeco Institutional Asset Management
392
Robeco Institutional Asset Management
Netherlands
$6.88M +$705K +8,926 +11%
SM
393
Stratton Management
Pennsylvania
$6.87M -$118K -1,490 -2%
ProShare Advisors
394
ProShare Advisors
Maryland
$6.87M -$5.05M -63,938 -42%
JMFC
395
J.M. Forbes & Co
Massachusetts
$6.83M +$89.5K +1,132 +1%
AC
396
Allstate Corporation
Illinois
$6.75M
WAM
397
Wallington Asset Management
Indiana
$6.72M -$17.4K -220 -0.3%
AP
398
Archon Partners
New Jersey
$6.68M -$948K -12,000 -12%
CAMI
399
Concord Asset Management (Illinois)
Illinois
$6.66M +$9.8K +124 +0.1%
GE
400
General Electric
Ohio
$6.66M -$12.4M -156,666 -65%

UNP Hedge Fund Activity: Q3 2013 in Review

1,126 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2013, worth a combined $57.8B — down 0.38% from $58B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new UNP positions and 41 closed out — a net gain of 64 holders — while 391 added to existing stakes and 443 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $154M. The largest seller was T. Rowe Price Associates, cutting an estimated $741M.

  • 1,126 institutional investors held Union Pacific (UNP) as of Q3 2013, up from 1,074 in Q2 2013.
  • Funds reported $57.8B of Union Pacific stock for Q3 2013, down 0.38% quarter-over-quarter.
  • 105 funds opened new Union Pacific positions in Q3 2013 and 41 closed out, a net change of +64 holders.
  • The largest Union Pacific buyer in Q3 2013 was Two Sigma Investments, an estimated $154M added.
  • The largest Union Pacific seller in Q3 2013 was T. Rowe Price Associates, an estimated $741M sold.

Based on aggregated 13F filings for Q3 2013.