We are live on ! Find out more
UNP icon

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
MAM
1226
Mastrapasqua Asset Management
Tennessee
-$4.63M -59,564 Closed
LSA
1227
L & S Advisors
California
-$3.79M -48,772 Closed
CPS
1228
Counsel Portfolio Services
Ontario, Canada
-$3.4K -43,728 Closed
CCM
1229
Cai Capital Management
New York
-$3.06M -39,350 Closed
MC
1230
Martin Currie
United Kingdom
-$2.64M -34,000 Closed
3NC
1231
300 North Capital
California
-$2.5M -32,200 Closed
BIM
1232
BRC Investment Management
Colorado
-$2.29M -29,480 Closed
GCC
1233
Guardian Capital (Canada)
Ontario, Canada
-$1.64M -21,080 Closed
Verition Fund Management
1234
Verition Fund Management
Connecticut
-$1.46M -18,764 Closed
CG
1235
Clinton Group
New York
-$1.19M -15,312 Closed
USGIU
1236
U.S. Global Investors (USGI)
Texas
-$1.17M -15,000 Closed
SAG
1237
Sterne Agee Group
Alabama
-$1.16M -14,892 Closed
HAM
1238
Highstreet Asset Management
Ontario, Canada
-$1.12M -14,442 Closed
GGHC
1239
Gilder Gagnon Howe & Co
New York
-$960K -12,360 Closed
Capstone Investment Advisors
1240
Capstone Investment Advisors
New York
-$907K -11,450 Closed
IH
1241
IFC Holdings
Florida
-$827K -10,584 Closed
NJBEST
1242
New Jersey Better Educational Savings Trust
New Jersey
-$777K -10,000 Closed
GCT
1243
Galaxy Capital Trading
British Virgin Islands
-$730K -9,400 Closed
AIM
1244
Acuity Investment Management
Ontario, Canada
-$713K -9,200 Closed
CIM
1245
CenturyLink Investment Management
Colorado
-$701K -9,024 Closed
BPGAM
1246
BTG Pactual Global Asset Management
Bermuda
-$621K -8,000 Closed
SGI
1247
SAC Global Investors
United Kingdom
-$621K -8,000 Closed
ISB
1248
Iowa State Bank
Iowa
-$540K -6,954 Closed
VF
1249
Virtu Financial
New York
-$505K -6,496 Closed
IC
1250
IKOS CIF
Cyprus
-$483K -6,214 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.