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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
WA
1126
WealthTrust-Arizona
Arizona
$144K -$1.11K -14 -0.8%
NES
1127
New England Securities
New York
$142K +$4.59K +58 +4%
MA
1128
MCF Advisors
Kentucky
$140K +$634 +8 +0.5%
CPA
1129
Cowen Prime Advisors
New York
$139K -$4.43K -56 -3%
NHFG
1130
New Harbor Financial Group
Massachusetts
$137K
KTC
1131
Kistler-Tiffany Companies
Pennsylvania
$136K +$44.7K +564 +54%
FWC
1132
First Washington Corp
Washington
$134K +$127K +1,600 New
SMG
1133
Spectrum Management Group
Indiana
$134K +$127K +1,600 New
VNB
1134
Valley National Bancorp
New York
$134K +$127K +1,600 New
DAM
1135
Delta Asset Management
Tennessee
$128K -$16.8K -212 -12%
FA
1136
Friess Associates
Delaware
$123K +$4.75K +60 +4%
TRCT
1137
Tower Research Capital (TRC)
New York
$122K -$2.5M -31,584 -96%
PMFA
1138
Plante Moran Financial Advisors
Michigan
$120K +$50.4K +636 +80%
ICM
1139
ICC Capital Management
Florida
$118K -$47.5K -600 -30%
CHC
1140
City Holding Co
West Virginia
$112K +$105K +1,332 New
JFA
1141
JNBA Financial Advisors
Minnesota
$106K
WG
1142
Welch Group
Alabama
$102K +$96.5K +1,218 New
SFPIA
1143
Stevens First Principles Investment Advisors
California
$101K -$145K -1,830 -60%
PTCG
1144
Pring Turner Capital Group
California
$101K +$95.7K +1,208 New
SCG
1145
Strategic Capital Group
Washington
$98K -$2.76M -34,810 -97%
S
1146
SignatureFD
Georgia
$93K
KAM
1147
Kokusai Asset Management
Japan
$92K -$15.8K -200 -15%
WIL
1148
Winifred I. Li
$92K
HCP
1149
Holt Capital Partners
Texas
$92K +$87.1K +1,100 New
TCM
1150
Tradewinds Capital Management
Washington
$91K +$85.5K +1,080 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.