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
HTC
151
Haverford Trust Company
Pennsylvania
$54.6M +$817K +10,312 +2%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$53.4M -$32.9M -415,680 -40%
BCIM
153
British Columbia Investment Management
British Columbia, Canada
$53.4M -$1.9M -24,018 -4%
Nordea Investment Management
154
Nordea Investment Management
Sweden
$52.7M +$11.3M +142,916 +29%
IAM
155
Impala Asset Management
Florida
$52.6M +$39M +492,868 +369%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$52.2M -$4.28M -54,000 -8%
KFC
157
Klingenstein Fields & Co
New York
$51.6M -$210K -2,650 -0.4%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$51.3M +$1.35M +17,022 +3%
IG
159
ING Group
Netherlands
$50.6M +$46.7M +590,078 +4,879%
EAM
160
Eagle Asset Management
Florida
$50.3M -$24.7M -312,506 -34%
FCM
161
Force Capital Management
New York
$50M +$30.3M +382,710 +180%
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$49.9M -$1.22M -15,350 -3%
DRZID
163
DePrince Race & Zollo Inc (DRZ)
Florida
$49.9M +$47M +593,800 New
Caisse de Depot et Placement du Quebec (CDPQ)
164
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$49.6M -$55.7M -702,800 -54%
PAMU
165
Pictet Asset Management (UK)
United Kingdom
$48.7M -$1.84M -23,200 -4%
SONJCPFA
166
State of New Jersey Common Pension Fund A
New Jersey
$48.7M -$1.58M -20,000 -3%
FQ
167
First Quadrant
California
$48.6M -$47.5K -600 -0.1%
BFPW
168
BOK Financial Private Wealth
Colorado
$48.4M -$7.11M -89,752 -13%
SC
169
Saturna Capital
Washington
$48.4M +$93.4K +1,180 +0.2%
HI
170
Honeywell International
North Carolina
$47.7M +$17.3M +218,000 +62%
LBG
171
Lloyds Banking Group
United Kingdom
$46.8M +$697K +8,802 +2%
1IC
172
1919 Investment Counsel
Maryland
$46.6M +$143K +1,808 +0.3%
GC
173
Guggenheim Capital
Illinois
$46.1M +$7.45M +94,116 +21%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$43.6M -$18.5M -234,174 -31%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$42.6M +$6.04M +76,302 +18%

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.