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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
TA
126
Teachers Advisors
New York
$72.5M +$2.61M +32,940 +4%
Citigroup
127
Citigroup
New York
$71.7M +$4.01M +50,588 +6%
Arrowstreet Capital
128
Arrowstreet Capital
Massachusetts
$69M +$58.5M +738,788 +900%
AQR Capital Management
129
AQR Capital Management
Connecticut
$68.9M +$10.8M +136,200 +20%
ASC
130
Atalanta Sosnoff Capital
New York
$68.5M -$15.2M -191,950 -19%
TGA
131
Trilogy Global Advisors
Florida
$66.9M +$63M +795,922 New
TBC
132
Tweedy, Browne Co
Connecticut
$66.6M -$48M -605,972 -43%
TAM
133
Todd Asset Management
Kentucky
$66.1M -$5.18M -65,438 -8%
EAM
134
Edge Asset Management
Washington
$66M -$64.2M -810,604 -51%
CB
135
Commerce Bank
Missouri
$65M -$832K -10,512 -1%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$64M -$1.36M -17,130 -2%
MWNA
137
Marshall Wace North America
New York
$63.4M +$26.8M +338,290 +81%
USAA
138
United Services Automobile Association
Texas
$60.9M -$444K -5,606 -0.8%
Fidelity International
139
Fidelity International
Bermuda
$60.7M +$6.54M +82,618 +13%
ACM
140
Atlanta Capital Management
Georgia
$60M -$38.7M -488,990 -41%
Jacobs Levy Equity Management
141
Jacobs Levy Equity Management
New Jersey
$59.6M +$985K +12,438 +2%
Canada Pension Plan Investment Board
142
Canada Pension Plan Investment Board
Ontario, Canada
$58.5M +$8.3M +104,808 +18%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$58M +$367K +4,634 +0.7%
Fiera Capital (Canada)
144
Fiera Capital (Canada)
Quebec, Canada
$57.2M +$54M +681,382 New
Bank of Nova Scotia
145
Bank of Nova Scotia
Ontario, Canada
$57M +$29M +365,942 +117%
KeyBank National Association
146
KeyBank National Association
Ohio
$56M -$1.74M -21,986 -3%
EA
147
Euclid Advisors
Connecticut
$56M -$2.6M -32,840 -5%
ACI
148
AMP Capital Investors
Australia
$55.7M +$7.24M +91,448 +16%
SIA
149
Sit Investment Associates
Minnesota
$55.1M +$6.98M +88,080 +16%
NAM
150
NorthCoast Asset Management
Connecticut
$54.9M +$50.9M +642,220 +5,568%

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.