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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
BBPWM
1151
Blue Bell Private Wealth Management
Pennsylvania
$87K +$82.4K +1,040 New
WOC
1152
West Oak Capital
California
$86.5K
CRCP
1153
Copper Rock Capital Partners
Massachusetts
$84K -$15.8K -200 -17%
CRM
1154
Cramer Rosenthal McGlynn
Connecticut
$84K
FNYS
1155
First New York Securities
New York
$84K +$79.2K +1,000 New
GI
1156
Gradient Investments
Minnesota
$76K
FAM
1157
Formidable Asset Management
Ohio
$71K
ST
1158
SpiderRock Trading
Illinois
$66K
EP
1159
Edinburgh Partners
United Kingdom
$64K +$19.8K +250 +49%
NYLT
1160
New York Life Trust
New York
$62K -$9.19K -116 -14%
MCM
1161
Mazama Capital Management
Oregon
$60K +$20.3K +256 +55%
ITIM
1162
Indiana Trust & Investment Management
Indiana
$59K
BFEC
1163
Benjamin F. Edwards & Company
Missouri
$59K +$2.06K +26 +4%
IMS
1164
Index Management Solutions
Pennsylvania
$58K +$9.03K +114 +20%
HCM
1165
Highlander Capital Management
New Jersey
$50.4K
PIM
1166
Parasol Investment Management
Illinois
$50K +$47.5K +600 New
WCM
1167
Windsor Capital Management
Arizona
$47K
BCM
1168
Blume Capital Management
California
$46K +$43.6K +550 New
CL
1169
CFS LLC
Oklahoma
$44K +$41.7K +526 New
CP
1170
Corbenic Partners
Pennsylvania
$43K
EWM
1171
Edge Wealth Management
New York
$42K
ACM
1172
Axel Capital Management
New York
$40K
PFA
1173
Paradigm Financial Advisors
Missouri
$36K +$34.4K +434 New
TFO
1174
Tarbox Family Office
California
$35K +$32.9K +416 New
DCP
1175
DSM Capital Partners
Florida
$34K -$147M -1,860,608 -100%

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.