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Union Pacific

1,392 hedge funds and large institutions have $84.1B invested in Union Pacific in 2014 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 465 increasing their positions, 571 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $77B → $84.1B (+$7.04B)

7% more funds holding

Funds holding: 1,2981,392 (+94)

2% more funds holding in top 10

Funds holding in top 10: 125128 (+3)

0.2% more ownership

Funds ownership: 79.38%79.59% (+0.2%)

19% less repeat investments, than reductions

Existing positions increased: 465 | Existing positions reduced: 571

53% less call options, than puts

Call options by funds: $689M | Put options by funds: $1.46B

Holders
1,392
Holders Change
+94
Holders Change %
+7.24%
% of All Funds
37.11%
Holding in Top 10
128
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.4%
% of All Funds
3.41%
New
159
Increased
465
Reduced
571
Closed
49
Calls
$689M
Puts
$1.46B
Net Calls
-$772M
Net Calls Change
-$240M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1226
Atwood & Palmer
Missouri
$257K
MWP
1227
MYCIO Wealth Partners
Pennsylvania
$257K
WA
1228
WealthTrust Axiom
Pennsylvania
$256K
MCM
1229
Maryland Capital Management
Maryland
$255K +$21.6K +188 +10%
ZAM
1230
Zevin Asset Management
Massachusetts
$253K -$230K -2,000 -48%
SG
1231
Somerset Group
Minnesota
$252K
PG
1232
Patten Group
Tennessee
$252K +$243K +2,115 New
WPW
1233
Waldron Private Wealth
Pennsylvania
$251K +$1.15K +10 +0.5%
CCMINC
1234
Cardinal Capital Management Inc (North Carolina)
North Carolina
$250K -$23K -200 -9%
EBSAM
1235
Eubel Brady & Suttman Asset Management
Ohio
$250K
GWCM
1236
Godshalk Welsh Capital Management
Pennsylvania
$250K +$241K +2,100 New
HCM
1237
Hollencrest Capital Management
California
$249K +$239K +2,086 New
ZIC
1238
ZWJ Investment Counsel
Georgia
$249K +$240K +2,094 New
FM
1239
Family Management
New York
$248K
BAC
1240
Boys Arnold & Co
North Carolina
$246K -$191K -1,660 -45%
RMCM
1241
Reynders McVeigh Capital Management
Massachusetts
$246K +$11.5K +100 +5%
VIM
1242
Veritas Investment Management
United Kingdom
$245K -$846K -7,370 -78%
RC
1243
RBO & Co
California
$244K +$235K +2,047 New
TCB
1244
Texas Capital Bancshares
Texas
$244K +$235K +2,050 New
QAM
1245
QCI Asset Management
New York
$243K
GA
1246
Greenhaven Associates
New York
$242K +$3.67K +32 +2%
TCOO
1247
Trust Company of Oklahoma
Oklahoma
$238K -$2.76M -24,000 -92%
AIM
1248
Aspen Investment Management
Michigan
$238K
HIC
1249
Harvey Investment Company
Kentucky
$238K
HAIM
1250
Hunter Associates Investment Management
Pennsylvania
$238K

UNP Hedge Fund Activity: Q4 2014 in Review

1,392 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2014, worth a combined $84.1B — up 9.1% from $77B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new UNP positions and 49 closed out — a net gain of 110 holders — while 465 added to existing stakes and 571 trimmed.

The largest buyer was Carmignac Gestion, opening a new position worth an estimated $348M. The largest seller was Capital World Investors, cutting an estimated $445M.

  • 1,392 institutional investors held Union Pacific (UNP) as of Q4 2014, up from 1,298 in Q3 2014.
  • Funds reported $84.1B of Union Pacific stock for Q4 2014, up 9.1% quarter-over-quarter.
  • 159 funds opened new Union Pacific positions in Q4 2014 and 49 closed out, a net change of +110 holders.
  • The largest Union Pacific buyer in Q4 2014 was Carmignac Gestion, an estimated $348M added.
  • The largest Union Pacific seller in Q4 2014 was Capital World Investors, an estimated $445M sold.

Based on aggregated 13F filings for Q4 2014.