We are live on ! Find out more
UNP icon

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
LCM
1101
Logan Capital Management
Pennsylvania
$208K +$196K +2,472 New
PAS
1102
Partnervest Advisory Services
California
$205K +$104K +1,308 +116%
NFG
1103
Nadler Financial Group
Illinois
$205K +$193K +2,438 New
HC
1104
Highmount Capital
New York
$204K +$193K +2,432 New
APU
1105
Alpine Partners USVI
U.S. Virgin Islands
$202K +$190K +2,400 New
DFIM
1106
Detwiler Fenton Investment Management
Massachusetts
$202K +$190K +2,400 New
NPA
1107
Nichols & Pratt Advisers
Massachusetts
$202K +$190K +2,400 New
PCM
1108
Peg Capital Management
New Hampshire
$202K +$190K +2,400 New
TSS
1109
Thomas Story & Son
Indiana
$202K +$190K +2,400 New
IFLIT
1110
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$200K -$90.3K -1,140 -32%
HRIA
1111
Haberer Registered Investment Advisor
Ohio
$197K -$51.5K -650 -22%
Victory Capital Management
1112
Victory Capital Management
Texas
$193K +$10.1K +128 +6%
FI
1113
FCM Investments
Texas
$190K
SF
1114
Synovus Financial
Georgia
$186K +$40.5K +512 +30%
MWP
1115
MYCIO Wealth Partners
Pennsylvania
$181K +$31.7K +400 +23%
WRM
1116
Westport Resources Management
Connecticut
$173K +$7.13K +90 +5%
QAM
1117
QCI Asset Management
New York
$172K
CM
1118
Castleark Management
Illinois
$168K -$69.6M -879,488 -100%
GA
1119
Glenhill Advisors
New York
$168K -$3.21M -40,592 -95%
SA
1120
SRH Advisors
Kansas
$168K +$158K +2,000 New
PCM
1121
Prelude Capital Management
New York
$157K +$148K +1,870 New
Manulife (Manufacturers Life Insurance)
1122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153K +$48.8M +616,578 +51%
DBT
1123
Dubuque Bank & Trust
Iowa
$151K
TWM
1124
Torch Wealth Management
Ohio
$151K +$143K +1,800 New
BWFA
1125
Baltimore-Washington Financial Advisors
Maryland
$145K +$38K +480 +38%

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.