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Union Pacific
UNP

Overview Fund Activity

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
Holders
1,203
Holders Change
+78
Holders Change %
+6.93%
% of All Funds
34.94%
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

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$862M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$740M
3
JHIU
3
Janus Henderson Investors US
Colorado
$1.02B
4
SI
4
Sentry Investments
Ontario, Canada
$173M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$463M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$327M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.09B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.96B
4
Capital World Investors
4
Capital World Investors
California
$4.61B
5
Jennison Associates
5
Jennison Associates
New York
$705M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
1076
Parsec Financial Management
North Carolina
$239K +$21K +250 +10%
DCLA
1077
Douglas C. Lane & Associates
New York
$239K +$239K +2,842 New
TWA
1078
TCI Wealth Advisors
Arizona
$237K – – –
M
1079
MOTCO
Texas
$237K – – –
AWA
1080
ARS Wealth Advisors
Florida
$237K +$237K +2,826 New
SHWM
1081
Smith & Howard Wealth Management
Georgia
$236K -$13.9K -166 -6%
CMANY
1082
Capital Management Associates (New York)
New York
$235K – – –
SEC
1083
Seven Eight Capital
New York
$235K +$235K +2,800 New
EMG
1084
Ellington Management Group
Connecticut
$235K +$235K +2,800 New
STI
1085
Susquehanna Trust & Investment
Pennsylvania
$235K +$235K +2,800 New
SHGA
1086
Sand Hill Global Advisors
California
$230K +$12.6K +150 +6%
PRC
1087
Platte River Capital
Colorado
$227K – – –
LGC
1088
Laurel Grove Capital
California
$227K +$227K +2,700 New
NIA
1089
Northstar Investment Advisors
Colorado
$224K – – –
GIM
1090
Greystone Investment Management
Ohio
$223K – – –
HSA
1091
HBK Sorce Advisory
Pennsylvania
$219K – – –
RA
1092
Rational Advisors
New York
$218K -$2.53K -30 -1%
AMM
1093
American Money Management
California
$218K +$218K +2,600 New
KCPG
1094
Kavar Capital Partners Group
Kansas
$218K +$218K +2,600 New
ACI
1095
Alpha Cubed Investments
California
$218K +$218K +2,600 New
PL
1096
Perpetual Ltd
Australia
$215K +$215K +2,562 New
CCG
1097
Cypress Capital Group
Florida
$214K +$214K +2,546 New
FBFS
1098
First Business Financial Services
Wisconsin
$214K +$214K +2,546 New
MFW
1099
Meristem Family Wealth
Minnesota
$214K +$214K +2,552 New
MPIA
1100
Mountain Pacific Investment Advisers
Idaho
$212K +$212K +2,526 New
42 43
44
45 46