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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
BP
1251
Banyan Partners
Florida
-$476K -6,122 Closed
DTL
1252
Dynamic Technology Lab
Singapore
-$419K -5,400 Closed
QT
1253
Quantbot Technologies
New York
-$403K -5,196 Closed
T
1254
TradeWorx
New Jersey
-$398K -5,118 Closed
TMC
1255
Trellus Management Company
Florida
-$394K -5,074 Closed
SGH
1256
Schonfeld Group Holdings
New York
-$344K -4,434 Closed
DMC
1257
Drexel Morgan & Co
Pennsylvania
-$311K -4,000 Closed
MPI
1258
Mairs & Power Inc
Minnesota
-$282K -3,634 Closed
PRA
1259
Parametric Risk Advisors
Connecticut
-$269K -3,458 Closed
WPC
1260
Waters Parkerson & Co
Louisiana
-$245K -3,150 Closed
ICOA
1261
Investment Centers of America
North Dakota
-$240K -3,054 Closed
FCIM
1262
Fairview Capital Investment Management
California
-$233K -3,000 Closed
SGCA
1263
Steel Grove Capital Advisors
Tennessee
-$216K -2,768 Closed
PFS
1264
Prospera Financial Services
Texas
-$203K -2,590 Closed
MI
1265
Mercer Investments
Massachusetts
-$166K -2,142 Closed
FANJ
1266
Financial Architects (New Jersey)
New Jersey
-$134K -1,726 Closed
TCM
1267
TD Capital Management
Tennessee
-$118K -1,512 Closed
Group One Trading
1268
Group One Trading
Illinois
-$109K -1,400 Closed
HR
1269
Howe & Rusling
New York
-$95K -1,214 Closed
MAM
1270
Meeder Asset Management
Ohio
-$16K -200 Closed
PFO
1271
Pathstone Family Office
New Jersey
-$15K -200 Closed
NIM
1272
NuWave Investment Management
New Jersey
-$5K -62 Closed
SCM
1273
Sigma Capital Management
Connecticut
-$5K -62 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.