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

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
$327M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.09B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.96B
4
Capital World Investors
Capital World Investors
California
$4.61B
5
Jennison Associates
Jennison Associates
New York
$705M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1176
Nelson Capital Management
California
$34K – – –
TF
1177
Tompkins Financial
New York
$34K – – –
MPWT
1178
MassMutual Private Wealth & Trust
Connecticut
$29.1K +$29.1K +346 New
OSAM
1179
O'Shaughnessy Asset Management
Connecticut
$29K -$1.35K -16 -4%
ATC
1180
Adirondack Trust Company
New York
$27K – – –
GXMC
1181
Global X Management Company
New York
$27K – – –
ICOM
1182
Investment Counselors of Maryland
Maryland
$25K – – –
HDIM
1183
Hanson & Doremus Investment Management
Vermont
$24K -$8.22K -98 -26%
VIA
1184
Vantage Investment Advisors
Pennsylvania
$23K +$23K +278 New
NC
1185
NewSquare Capital
Pennsylvania
$22K – – –
PFG
1186
Piershale Financial Group
Illinois
$21K +$165 +2 +0.8%
CA
1187
CapWealth Advisors
Tennessee
$21K +$171 +2 +0.8%
UB
1188
UMB Bank
Missouri
$17.5K -$5.39K -64,146 -23%
LFR
1189
Lehman Financial Resources
Pennsylvania
$17K – – –
ARMC
1190
American Research & Management Company
Massachusetts
$17K – – –
FMP
1191
Financial Management Professionals
Texas
$17K – – –
BAM
1192
Brave Asset Management
New Jersey
$17K +$17K +200 New
FAM
1193
Fred Alger Management
New York
$16K +$7.83K +94 +96%
LWM
1194
Lenox Wealth Management
Ohio
$15K +$15K +176 New
RIA
1195
Regal Investment Advisors
Michigan
$14K – – –
FWM
1196
Focused Wealth Management
New York
$13K – – –
WF
1197
WealthTrust Fairport
Ohio
$13K +$3.25K +40 +33%
CG
1198
Colony Group
Massachusetts
$11K +$11K +130 New
AC
1199
Alexandria Capital
Virginia
$10K – – –
TDC
1200
Thompson Davis & Co
Virginia
$6K +$6K +66 New
46 47
48
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