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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
MUMSS
1201
Mitsubishi UFJ Morgan Stanley Securities
Japan
$3K -$36.4K -460 -92%
WCM
1202
Wealthcare Capital Management
Virginia
$2K
MRCM
1203
M&R Capital Management
New Jersey
$1.32K -$67.5K -852 -5%
MIM
1204
Marco Investment Management
Georgia
$1.15K -$142K -1,788 -12%
DIA
1205
Denver Investment Advisors
Colorado
$1.08K -$2.06M -26,002 -67%
NDSI
1206
Newman Dignan & Sheerar Inc
Rhode Island
$845
WTB
1207
Washington Trust Bank
Washington
$284
CCI
1208
Columbus Circle Investors
-$159M -2,052,508 Closed
Two Sigma Investments
1209
Two Sigma Investments
New York
-$151M -1,944,862 Closed
O
1210
OppenheimerFunds
New York
-$121M -1,554,858 Closed
PCM
1211
Pennant Capital Management
New Jersey
-$107M -1,376,198 Closed
SCM
1212
Stevens Capital Management
Pennsylvania
-$36.6M -471,330 Closed
SAM
1213
Sentinel Asset Management
Vermont
-$18.5M -238,800 Closed
RI
1214
Redwood Investments
Massachusetts
-$15.6M -200,532 Closed
ACH
1215
ArrowMark Colorado Holdings
Colorado
-$13.9M -179,600 Closed
PP
1216
PDT Partners
New York
-$13.9M -179,410 Closed
GPSPJS
1217
General Pension Society PZU Joint Stock
Poland
-$10.2M -131,000 Closed
FCBT
1218
First Citizens Bank & Trust
North Carolina
-$8.07M -103,858 Closed
CCIA
1219
Campbell & Co Investment Adviser
Maryland
-$7.98M -102,698 Closed
JCM
1220
Jag Capital Management
Missouri
-$7.03M -90,468 Closed
CWP
1221
Capital Wealth Planning
Florida
-$6.43M -82,852 Closed
WM
1222
WCG Management
New York
-$6.46M -82,800 Closed
ST
1223
Spot Trading
Illinois
-$6.42M -81,074 Closed
TC
1224
Teilinger Capital
Texas
-$5.3M -68,200 Closed
JGC
1225
J. Goldman & Co
New York
-$4.63M -59,650 Closed

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.