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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
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$104M -$9.77M -123,338 -9%
Axa
102
Axa
France
$100M -$85.5M -1,079,260 -47%
FCAM
103
F&C Asset Management
United Kingdom
$99.6M +$35.9M +453,358 +62%
Canada Life
104
Canada Life
Manitoba, Canada
$97.1M +$5.47M +69,054 +6%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$95.4M +$45.1M +569,340 +101%
PC
106
PointState Capital
New York
$92.4M +$87.1M +1,099,800 New
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$91M -$13.1M -165,590 -13%
BNP Paribas Asset Management
108
BNP Paribas Asset Management
France
$90.3M -$7.2M -90,968 -8%
PAM
109
Panagora Asset Management
Massachusetts
$85.3M -$35.6M -449,678 -31%
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$84.8M +$4.72M +59,606 +6%
Barclays
111
Barclays
United Kingdom
$84.4M +$19.4M +244,924 +32%
Swiss National Bank
112
Swiss National Bank
Switzerland
$83M -$2.47M -31,200 -3%
GA
113
Geneva Advisors
Illinois
$83M -$2.83M -35,716 -3%
Luther King Capital Management (LKCM)
114
Luther King Capital Management (LKCM)
Texas
$82.3M +$4.18M +52,742 +6%
CIC
115
Chilton Investment Company
Connecticut
$81.4M +$4.69M +59,198 +7%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$79.8M -$9.98M -126,072 -12%
ICM
117
IronBridge Capital Management
Illinois
$79.3M -$7.38M -93,150 -9%
PI
118
Putnam Investments
Massachusetts
$78.6M +$36.7M +462,880 +98%
Artisan Partners
119
Artisan Partners
Wisconsin
$78.4M +$73.9M +933,232 New
TD Asset Management
120
TD Asset Management
Ontario, Canada
$77.4M -$7.18M -90,660 -9%
SC
121
Skylands Capital
Wisconsin
$77.3M -$5.31M -67,100 -7%
US Bancorp
122
US Bancorp
Minnesota
$77M -$367K -4,640 -0.5%
WIM
123
Waverton Investment Management
United Kingdom
$74.4M +$70.1M +885,462 New
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$72.9M +$49.3K +622 +0.1%
TCG
125
Tremblant Capital Group
Florida
$72.6M +$16.6M +209,194 +32%

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.