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Union Pacific
UNP

1,392 hedge funds and large institutions have $84.1B invested in Union Pacific in 2014 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 465 increasing their positions, 571 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $77B → $84.1B (+$7.04B)

7% more funds holding

Funds holding: 1,298 → 1,392 (+94)

2% more funds holding in top 10

Funds holding in top 10: 125 → 128 (+3)

0.2% more ownership

Funds ownership: 79.38% → 79.59% (+0.2%)

19% less repeat investments, than reductions

Existing positions increased: 465 | Existing positions reduced: 571

53% less call options, than puts

Call options by funds: $689M | Put options by funds: $1.46B

Holders
1,392
Holders Change
+94
Holders Change %
+7.24%
% of All Funds
37.11%
Holding in Top 10
128
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.4%
% of All Funds
3.41%
New
159
Increased
465
Reduced
571
Closed
49
Calls
$689M
Puts
$1.46B
Net Calls
-$772M
Net Calls Change
-$240M

Top Buyers

Rank Fund Capital Flow
1
CG
Carmignac Gestion
France
+$348M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$228M
3
State Street
State Street
Massachusetts
+$148M
4
BC
Brookfield Corp
Ontario, Canada
+$139M
5
Wells Fargo
Wells Fargo
California
+$135M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$445M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$295M
3
Citadel Advisors
Citadel Advisors
Florida
-$283M
4
BA
BlackRock Advisors
Delaware
-$174M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$168M
Name Holding Trade Value Shares
Change 		Change in
Stake
ODCM
876
Old Dominion Capital Management
Virginia
$1.23M -$119K -1,033 -9%
BHIA
877
Birch Hill Investment Advisors
Massachusetts
$1.22M – – –
CPIM
878
Columbia Partners Investment Management
Virginia
$1.22M -$99.5K -867 -8%
FNB
879
Farmers National Bank
Kentucky
$1.22M +$1.18M +10,242 New
PCM
880
Parsons Capital Management
Rhode Island
$1.21M +$459 +4 +0%
FCB
881
First Citizens Bancorporation
South Carolina
$1.2M +$1.15M +10,032 New
FNT
882
First Nebraska Trust
Nebraska
$1.19M -$23K -200 -2%
SFT
883
Simmons First Trust
Arkansas
$1.19M +$175K +1,528 +18%
PGIM
884
Pacific Global Investment Management
California
$1.19M +$689 +6 +0.1%
K
885
Kemper
Illinois
$1.19M -$344K -3,000 -23%
KCMRT
886
Kemper Corp Master Retirement Trust
Illinois
$1.19M +$344K +3,000 +43%
PC
887
Passport Capital
California
$1.19M +$1.15M +10,000 New
HFM
888
Hartford Financial Management
Connecticut
$1.17M -$22.7K -198 -2%
LWM
889
LBA Wealth Management
Florida
$1.17M -$31.9K -278 -3%
CIC
890
Carnegie Investment Counsel
Ohio
$1.17M – – –
AMIM
891
Aull & Monroe Investment Management
Alabama
$1.17M -$23K -200 -2%
MBTD
892
Mechanics Bank - Trust Department
California
$1.17M -$23K -200 -2%
FFBTD
893
First Financial Bank - Trust Division
Ohio
$1.17M -$23K -200 -2%
SC
894
Savant Capital
Illinois
$1.15M -$100K -875 -8%
PC
895
Peavine Capital
Nevada
$1.14M +$1.03K +9 +0.1%
IP
896
Isthmus Partners
Wisconsin
$1.13M +$1.09M +9,500 New
CC
897
Courier Capital
New York
$1.13M -$104K -904 -9%
EIM
898
Emerson Investment Management
Massachusetts
$1.13M – – –
JPTCCM
899
J.P. Turner & Co Capital Management
Georgia
$1.13M +$1.09M +9,470 New
WA
900
WBH Advisory
Maryland
$1.12M -$41.6K -362 -4%
34 35
36
37 38

UNP Hedge Fund Activity: Q4 2014 in Review

1,392 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2014, worth a combined $84.1B — up 9.1% from $77B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new UNP positions and 49 closed out — a net gain of 110 holders — while 465 added to existing stakes and 571 trimmed.

The largest buyer was Carmignac Gestion, opening a new position worth an estimated $348M. The largest seller was Capital World Investors, cutting an estimated $445M.

  • 1,392 institutional investors held Union Pacific (UNP) as of Q4 2014, up from 1,298 in Q3 2014.
  • Funds reported $84.1B of Union Pacific stock for Q4 2014, up 9.1% quarter-over-quarter.
  • 159 funds opened new Union Pacific positions in Q4 2014 and 49 closed out, a net change of +110 holders.
  • The largest Union Pacific buyer in Q4 2014 was Carmignac Gestion, an estimated $348M added.
  • The largest Union Pacific seller in Q4 2014 was Capital World Investors, an estimated $445M sold.

Based on aggregated 13F filings for Q4 2014.