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Union Pacific

2,167 hedge funds and large institutions have $98.2B invested in Union Pacific in 2021 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 946 increasing their positions, 728 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 946 | Existing positions reduced: 728

5% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 123

0% less ownership

Funds ownership: 76.84%76.84% (-0%)

1% less funds holding

Funds holding: 2,1932,167 (-26)

12% less capital invested

Capital invested by funds: $112B → $98.2B (-$13.7B)

18% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $1.46B

26% less funds holding in top 10

Funds holding in top 10: 6246 (-16)

Holders
2,167
Holders Change
-26
Holders Change %
-1.19%
% of All Funds
37.94%
Holding in Top 10
46
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-25.81%
% of All Funds
0.81%
New
129
Increased
946
Reduced
728
Closed
123
Calls
$1.19B
Puts
$1.46B
Net Calls
-$265M
Net Calls Change
-$629M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
226
Premier Fund Managers
United Kingdom
$37.9M
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$37.8M +$1.12M +5,186 +3%
BG
228
Bahl & Gaynor
Ohio
$37.7M +$1.73M +8,010 +4%
DP
229
Dearborn Partners
Illinois
$37.4M +$44.1K +204 +0.1%
Nomura Asset Management
230
Nomura Asset Management
Japan
$37.3M +$484K +2,243 +1%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$36.9M +$2.04M +9,429 +5%
Swedbank
232
Swedbank
Sweden
$36.6M -$237K -1,098 -0.6%
ASRS
233
Arizona State Retirement System
Arizona
$36.3M -$523K -2,421 -1%
UIM
234
USS Investment Management
United Kingdom
$36.1M -$88.6M -410,243 -69%
Balyasny Asset Management
235
Balyasny Asset Management
Illinois
$36M -$40.2M -186,046 -50%
BFS
236
Bradley Foster & Sargent
Connecticut
$35.7M -$98.5K -456 -0.2%
HF
237
HRT Financial
New York
$35.7M +$33.7M +156,053 +594%
VanEck Associates
238
VanEck Associates
New York
$35.5M +$2.77M +12,843 +8%
OCM
239
Osterweis Capital Management
California
$35.3M -$42.1K -195 -0.1%
FWCM
240
Ferguson Wellman Capital Management
Oregon
$35.3M +$872K +4,036 +2%
CCM
241
Candlestick Capital Management
Connecticut
$35.3M +$38.9M +180,000 New
BCIM
242
British Columbia Investment Management
British Columbia, Canada
$34.7M +$1.23M +5,675 +3%
Handelsbanken Fonder
243
Handelsbanken Fonder
Sweden
$34.6M +$1.22M +5,636 +3%
DADC
244
D.A. Davidson & Co
Montana
$34.2M +$2.59M +11,978 +7%
CTC
245
Central Trust Company
Missouri
$34.2M +$58.7K +272 +0.2%
DnB Asset Management
246
DnB Asset Management
Norway
$34.1M +$5.92M +27,408 +19%
ELC
247
Edgar Lomax Company
Virginia
$34M -$590K -2,730 -2%
MWNA
248
Marshall Wace North America
New York
$33.2M +$25M +115,633 +216%
SFG
249
Sather Financial Group
Texas
$32.9M +$426K +1,974 +1%
CG
250
Cynosure Group
Utah
$32.4M -$467K -2,162 -1%

UNP Hedge Fund Activity: Q3 2021 in Review

2,167 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2021, worth a combined $98.2B — down 12% from $112B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new UNP positions and 123 closed out — a net gain of 6 holders — while 946 added to existing stakes and 728 trimmed.

The largest buyer was Soroban Capital Partners, adding an estimated $385M. The largest seller was Fidelity Investments, cutting an estimated $1.22B.

  • 2,167 institutional investors held Union Pacific (UNP) as of Q3 2021, down from 2,193 in Q2 2021.
  • Funds reported $98.2B of Union Pacific stock for Q3 2021, down 12% quarter-over-quarter.
  • 129 funds opened new Union Pacific positions in Q3 2021 and 123 closed out, a net change of +6 holders.
  • The largest Union Pacific buyer in Q3 2021 was Soroban Capital Partners, an estimated $385M added.
  • The largest Union Pacific seller in Q3 2021 was Fidelity Investments, an estimated $1.22B sold.

Based on aggregated 13F filings for Q3 2021.