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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
Teacher Retirement System of Texas
76
Teacher Retirement System of Texas
Texas
$144M +$89.6M +1,131,404 +195%
MCM
77
Marsico Capital Management
Colorado
$142M -$184M -2,322,406 -58%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$141M +$443K +5,600 +0.3%
SAC
79
Smith Affiliated Capital
New York
$137M
WHG
80
Westwood Holdings Group
Texas
$134M +$5M +63,190 +4%
BJ
81
BlackRock Japan
Japan
$130M +$12.1M +152,166 +11%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$130M -$4.6M -58,076 -4%
SB
83
Suntrust Banks
Georgia
$129M +$10.3M +130,072 +9%
IGIM
84
I.G. Investment Management
Manitoba, Canada
$128M +$43.3M +546,586 +56%
William Blair & Company
85
William Blair & Company
Illinois
$123M -$1.46M -18,384 -1%
Renaissance Technologies
86
Renaissance Technologies
New York
$121M -$10.7M -135,000 -9%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$120M +$2.19M +27,600 +2%
Calamos Advisors
88
Calamos Advisors
Illinois
$120M +$24.8M +313,212 +28%
WHRC
89
W.H. Reaves & Co
New Jersey
$118M -$7.55M -95,380 -6%
JWBC
90
John W. Bristol & Co
New York
$117M +$25.4M +320,128 +30%
PPA
91
Parametric Portfolio Associates
Washington
$117M -$12.6M -158,854 -10%
AIM
92
abrdn Investment Management
United Kingdom
$117M -$4.28M -54,066 -4%
MTB
93
Mizuho Trust & Banking
Japan
$116M +$5.98M +75,482 +6%
U
94
UBS
Switzerland
$113M +$3.87M +48,810 +4%
STC
95
SEI Trust Company
Pennsylvania
$113M +$3.91M +49,334 +4%
CBOA
96
Commonwealth Bank of Australia
Australia
$112M +$22.4M +283,480 +27%
SO
97
STRS Ohio
Ohio
$110M -$20.1M -253,518 -16%
Credit Agricole
98
Credit Agricole
France
$108M +$18.7M +235,832 +23%
NFA
99
Nationwide Fund Advisors
Ohio
$106M -$30.8M -388,988 -24%
Principal Financial Group
100
Principal Financial Group
Iowa
$106M -$1.91M -24,056 -2%

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.