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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
PFM
1076
Parsec Financial Management
North Carolina
$239K +$19.8K +250 +10%
DCLA
1077
Douglas C. Lane & Associates
New York
$239K +$225K +2,842 New
M
1078
MOTCO
Texas
$237K
TWA
1079
TCI Wealth Advisors
Arizona
$237K
AWA
1080
ARS Wealth Advisors
Florida
$237K +$224K +2,826 New
SHWM
1081
Smith & Howard Wealth Management
Georgia
$236K -$13.1K -166 -6%
CMANY
1082
Capital Management Associates (New York)
New York
$235K
EMG
1083
Ellington Management Group
Connecticut
$235K +$222K +2,800 New
SEC
1084
Seven Eight Capital
New York
$235K +$222K +2,800 New
STI
1085
Susquehanna Trust & Investment
Pennsylvania
$235K +$222K +2,800 New
SHGA
1086
Sand Hill Global Advisors
California
$230K +$11.9K +150 +6%
PRC
1087
Platte River Capital
Colorado
$227K
LGC
1088
Laurel Grove Capital
California
$227K +$214K +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 -$2.38K -30 -1%
ACI
1093
Alpha Cubed Investments
California
$218K +$206K +2,600 New
AMM
1094
American Money Management
California
$218K +$206K +2,600 New
KCPG
1095
Kavar Capital Partners Group
Kansas
$218K +$206K +2,600 New
PL
1096
Perpetual Ltd
Australia
$215K +$203K +2,562 New
CCG
1097
Cypress Capital Group
Florida
$214K +$202K +2,546 New
FBFS
1098
First Business Financial Services
Wisconsin
$214K +$202K +2,546 New
MFW
1099
Meristem Family Wealth
Minnesota
$214K +$202K +2,552 New
MPIA
1100
Mountain Pacific Investment Advisers
Idaho
$212K +$200K +2,526 New

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.