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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
Capital World Investors
1
Capital World Investors
California
$4.61B -$273M -3,446,674 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.76B +$27.8M +351,362 +0.8%
State Street
3
State Street
Massachusetts
$3.32B +$69M +871,114 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.96B -$275M -3,470,258 -9%
Capital Research Global Investors
5
Capital Research Global Investors
California
$2.5B -$62.8M -793,140 -3%
BIT
6
BlackRock Institutional Trust
California
$2.15B -$98.6M -1,245,114 -5%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.38B -$144M -1,824,620 -10%
Winslow Capital Management
8
Winslow Capital Management
Minnesota
$1.29B -$33.6M -424,796 -3%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.09B -$290M -3,662,740 -22%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.04B -$166M -2,090,412 -14%
Northern Trust
11
Northern Trust
Illinois
$1.03B -$15.5M -195,392 -2%
JHIU
12
Janus Henderson Investors US
Colorado
$1.02B +$234M +2,952,800 +32%
Harris Associates
13
Harris Associates
Illinois
$862M +$529M +6,682,402 +187%
BFA
14
BlackRock Fund Advisors
California
$858M +$27M +340,818 +3%
BA
15
BlackRock Advisors
Delaware
$765M +$67.8M +856,648 +10%
Wells Fargo
16
Wells Fargo
California
$762M -$208M -2,624,180 -22%
BG
17
BlackRock Group
United Kingdom
$748M +$67.9M +857,996 +11%
TCIM
18
TIAA CREF Investment Management
New York
$748M +$51.1M +645,708 +8%
AllianceBernstein
19
AllianceBernstein
Tennessee
$740M +$251M +3,168,424 +56%
Jennison Associates
20
Jennison Associates
New York
$705M -$253M -3,191,472 -28%
Norges Bank
21
Norges Bank
Norway
$696M -$12.7M -160,240 -2%
Ameriprise
22
Ameriprise
Minnesota
$620M -$253M -3,190,630 -30%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$596M +$63.3M +798,938 +13%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$584M +$1.98M +25,032 +0.4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$571M +$14.4M +182,058 +3%

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.