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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
Massachusetts Financial Services
51
Massachusetts Financial Services
Massachusetts
$219M +$12.1M +152,214 +6%
Lazard Asset Management
52
Lazard Asset Management
New York
$218M +$83.5M +1,054,172 +69%
Franklin Resources
53
Franklin Resources
California
$216M -$10.5M -132,290 -5%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$207M -$14.4M -182,108 -7%
Invesco
55
Invesco
Georgia
$205M +$1.76M +22,202 +0.9%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$198M -$18.1M -229,022 -9%
APG Asset Management
57
APG Asset Management
Netherlands
$188M -$44.2K -558 -0%
ClearBridge Investments
58
ClearBridge Investments
New York
$184M +$7.39M +93,288 +4%
Citadel Advisors
59
Citadel Advisors
Florida
$181M +$71.4M +901,368 +72%
BAM
60
Burgundy Asset Management
Ontario, Canada
$180M +$73.1M +922,840 +75%
RFC
61
Russell Frank Company
Washington
$176M -$15.6M -196,882 -8%
SI
62
Sentry Investments
Ontario, Canada
$173M +$163M +2,057,800 New
CGI
63
CI Global Investments
California
$170M +$81.3M +1,026,000 +103%
AAMU
64
Amundi Asset Management US
Massachusetts
$165M -$5.45M -68,870 -3%
Charles Schwab
65
Charles Schwab
California
$162M +$3.99M +50,404 +3%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$160M -$7.7M -97,174 -5%
State Farm Mutual Automobile Insurance
67
State Farm Mutual Automobile Insurance
Illinois
$159M +$9.86M +124,500 +7%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$154M -$1.12M -14,100 -0.8%
BC
69
Brookfield Corp
Ontario, Canada
$153M +$37.4M +472,200 +35%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$152M -$36.1M -455,458 -20%
TA
71
TRB Advisors
New York
$151M +$27.7M +350,000 +24%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$147M -$3.52M -44,386 -2%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$147M -$6.2M -78,298 -4%
NIMC
74
NWQ Investment Management Company
California
$146M -$4.92M -62,122 -3%
SBAM
75
Santa Barbara Asset Management
California
$144M +$22.6M +285,036 +20%

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.