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Union Pacific

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.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 67

7% more funds holding

Funds holding: 1,1251,203 (+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: 6165 (+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

Holders
1,203
Holders Change
+78
Holders Change %
+6.93%
% of All Funds
34.92%
Holding in Top 10
65
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.56%
% of All Funds
1.89%
New
159
Increased
426
Reduced
452
Closed
67
Calls
$552M
Puts
$914M
Net Calls
-$362M
Net Calls Change
-$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$490M +$2.78M +35,070 +0.6%
Primecap Management
27
Primecap Management
California
$488M -$12.1M -152,226 -3%
Bank of America
28
Bank of America
North Carolina
$474M +$4.05M +51,144 +0.9%
UBS AM
29
UBS AM
Illinois
$471M +$11.6M +146,530 +3%
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$463M +$139M +1,753,772 +47%
Legal & General Group
31
Legal & General Group
United Kingdom
$369M +$1.29M +16,302 +0.4%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$365M +$52M +656,738 +18%
Deutsche Bank
33
Deutsche Bank
Germany
$361M -$62.3M -786,718 -15%
American Century Companies
34
American Century Companies
Missouri
$349M -$191M -2,409,350 -37%
WRF
35
Waddell & Reed Financial
Kansas
$327M -$301M -3,803,228 -49%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$326M -$36.6M -461,636 -11%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$320M
MAA
38
Managed Account Advisors
New Jersey
$311M +$2.58M +32,530 +0.9%
CS
39
Credit Suisse
Switzerland
$310M +$16.5M +208,526 +6%
BIM
40
BlackRock Investment Management
Delaware
$287M +$54.7M +690,768 +25%
EVM
41
Eaton Vance Management
Massachusetts
$286M -$148M -1,869,868 -35%
Bessemer Group
42
Bessemer Group
New Jersey
$282M +$4.82M +60,850 +2%
IIS
43
Ignis Investment Services
United Kingdom
$281M +$26.5M +335,046 New
Allianz Asset Management
44
Allianz Asset Management
Germany
$268M -$75.7M -956,322 -23%
BlackRock
45
BlackRock
New York
$261M +$10.5M +133,034 +4%
Goldman Sachs
46
Goldman Sachs
New York
$258M +$65.2M +822,784 +37%
Prudential Financial
47
Prudential Financial
New Jersey
$254M +$37.8M +477,368 +19%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$243M +$33.1M +418,044 +17%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$224M -$11.6M -146,400 -5%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$223M +$24.3M +307,228 +13%

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.