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Union Pacific
UNP

Overview Fund Activity

1,125 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
Holders
1,125
Holders Change
+52
Holders Change %
+4.85%
% of All Funds
36.49%
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

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$151M
2
Deutsche Bank
Deutsche Bank
Germany
+$123M
3
Renaissance Technologies
Renaissance Technologies
New York
+$123M
4
State Street
State Street
Massachusetts
+$119M
5
TA
TRB Advisors
New York
+$113M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$728M
2
Capital World Investors
Capital World Investors
California
-$399M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$276M
4
SAC
Smith Affiliated Capital
New York
-$222M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
1001
IMA Advisory Services
Colorado
$256K – – –
HL
1002
HeadInvest LLC
Maine
$254K – – –
HT
1003
HighTower Trust
Texas
$253K +$253K +3,260 New
JWM
1004
Jacobus Wealth Management
Wisconsin
$252K – – –
MAS
1005
Madden Advisory Services
Florida
$252K +$61.3K +790 +32%
OA
1006
Oxbow Advisors
Texas
$249K – – –
SRC
1007
Shufro Rose & Co
New York
$248K -$155K -2,000 -38%
TH
1008
TCTC Holdings
Texas
$248K – – –
BCI
1009
Brinker Capital Investments
Pennsylvania
$247K +$4.81K +62 +2%
TCOTO
1010
Trust Company of the Ozarks
Missouri
$246K – – –
WPC
1011
Waters Parkerson & Co
Louisiana
$245K – – –
CL
1012
Croft-Leominster
Maryland
$245K – – –
LRPA
1013
L. Roy Papp & Associates
Arizona
$245K +$467 +6 +0.2%
AP
1014
Appleton Partners
Massachusetts
$244K +$244K +3,138 New
AA
1015
ALPS Advisors
Colorado
$244K +$244K +3,140 New
MBE
1016
Michael B. Elefante
$243K +$107K +1,380 +79%
Aristotle Capital Management
1017
Aristotle Capital Management
California
$243K +$243K +3,132 New
DRGI
1018
del Rey Global Investors
California
$242K +$242K +3,116 New
ICOA
1019
Investment Centers of America
North Dakota
$240K +$240K +3,054 New
CAL
1020
Capital Analysts LLC
Pennsylvania
$235K +$3.26K +42 +1%
SFPIA
1021
Stevens First Principles Investment Advisors
California
$235K +$140K +1,800 +146%
HRIA
1022
Haberer Registered Investment Advisor
Ohio
$233K -$916K -11,800 -80%
FCIM
1023
Fairview Capital Investment Management
California
$233K – – –
CCP
1024
Clarkston Capital Partners
Michigan
$233K +$3.88K +50 +2%
SHWM
1025
Smith & Howard Wealth Management
Georgia
$231K – – –
39 40
41
42 43