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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
NCM
1176
Nelson Capital Management
California
$34K
TF
1177
Tompkins Financial
New York
$34K
MPWT
1178
MassMutual Private Wealth & Trust
Connecticut
$29.1K +$27.4K +346 New
OSAM
1179
O'Shaughnessy Asset Management
Connecticut
$29K -$1.27K -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 -$7.76K -98 -26%
VIA
1184
Vantage Investment Advisors
Pennsylvania
$23K +$22K +278 New
NC
1185
NewSquare Capital
Pennsylvania
$22K
CA
1186
CapWealth Advisors
Tennessee
$21K +$158 +2 +0.8%
PFG
1187
Piershale Financial Group
Illinois
$21K +$158 +2 +0.8%
UB
1188
UMB Bank
Missouri
$17.5K -$5.08M -64,146 -23%
ARMC
1189
American Research & Management Company
Massachusetts
$17K
FMP
1190
Financial Management Professionals
Texas
$17K
LFR
1191
Lehman Financial Resources
Pennsylvania
$17K
BAM
1192
Brave Asset Management
New Jersey
$17K +$15.8K +200 New
FAM
1193
Fred Alger Management
New York
$16K +$7.44K +94 +96%
LWM
1194
Lenox Wealth Management
Ohio
$15K +$13.9K +176 New
RIA
1195
Regal Investment Advisors
Michigan
$14K
FWM
1196
Focused Wealth Management
New York
$13K
WF
1197
WealthTrust Fairport
Ohio
$13K +$3.17K +40 +33%
CG
1198
Colony Group
Massachusetts
$11K +$10.3K +130 New
AC
1199
Alexandria Capital
Virginia
$10K
TDC
1200
Thompson Davis & Co
Virginia
$6K +$5.23K +66 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.