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Union Pacific

2,561 hedge funds and large institutions have $110B invested in Union Pacific in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,021 increasing their positions, 986 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $731M

4% more repeat investments, than reductions

Existing positions increased: 1,021 | Existing positions reduced: 986

0.17% more ownership

Funds ownership: 79.51%79.68% (+0.17%)

9% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 156

2% less funds holding

Funds holding: 2,6132,561 (-52)

8% less capital invested

Capital invested by funds: $119B → $110B (-$9.03B)

22% less funds holding in top 10

Funds holding in top 10: 6349 (-14)

Holders
2,561
Holders Change
-52
Holders Change %
-1.99%
% of All Funds
36.99%
Holding in Top 10
49
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-22.22%
% of All Funds
0.71%
New
142
Increased
1,021
Reduced
986
Closed
156
Calls
$1.11B
Puts
$731M
Net Calls
+$382M
Net Calls Change
-$87.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
2476
DHJJ Financial Advisors
Illinois
$25.3K
RS
2477
Rakuten Securities
Japan
$25.3K -$7.5K -32 -22%
CJ
2478
Caitlin John
Michigan
$24.8K -$1.88K -8 -7%
CSWM
2479
Cassady Schiller Wealth Management
Ohio
$24.7K -$70.3K -300 -73%
FA
2480
Financial Avengers
California
$24.6K +$469 +2 +2%
DWS
2481
Dynamic Wealth Strategies
California
$24K
RCM
2482
Richardson Capital Management
Wisconsin
$23.8K
CPG
2483
Cornerstone Planning Group
New Jersey
$23.5K +$5.86K +25 +33%
PGAM
2484
Princeton Global Asset Management
New Jersey
$22.6K -$397K -1,696 -94%
AWM
2485
AllSquare Wealth Management
New York
$22.6K
JAM
2486
JCIC Asset Management
Ontario, Canada
$22.6K
OLVIG
2487
Oliver Lagore Vanvalin Investment Group
Michigan
$22.6K
SR
2488
Syntax Research
Florida
$22.4K
TLA
2489
Tanglewood Legacy Advisors
Texas
$22.4K
EWP
2490
Elevation Wealth Partners
California
$21.5K
BFA
2491
BBJS Financial Advisors
Washington
$20.4K +$21.1K +90 New
BCMLT
2492
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.2K +$2.81K +12 +16%
TFGT
2493
TS Financial Group (TSFG)
Illinois
$20K -$2.11K -9 -9%
ETS
2494
ESL Trust Services
New York
$19.7K +$20.4K +87 New
YAL
2495
Your Advocates Ltd
Texas
$19.2K
PIS
2496
POM Investment Strategies
North Carolina
$19.2K +$18K +77 +963%
TAM
2497
Tucker Asset Management
Colorado
$19K -$7.03K -30 -26%
CWM
2498
Cedar Wealth Management
California
$19K
HF
2499
Halpern Financial
Virginia
$18.8K -$31.9K -136 -62%
OCM
2500
Orion Capital Management
California
$18.8K

UNP Hedge Fund Activity: Q2 2024 in Review

2,561 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2024, worth a combined $110B — down 7.6% from $119B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of UNP and 142 opened new positions — a net loss of 14 holders — while 986 trimmed existing stakes and 1,021 added.

The largest buyer was Marshall Wace, adding an estimated $288M. The largest seller was Principal Financial Group, cutting an estimated $417M.

  • 2,561 institutional investors held Union Pacific (UNP) as of Q2 2024, down from 2,613 in Q1 2024.
  • Funds reported $110B of Union Pacific stock for Q2 2024, down 7.6% quarter-over-quarter.
  • 142 funds opened new Union Pacific positions in Q2 2024 and 156 closed out, a net change of -14 holders.
  • The largest Union Pacific buyer in Q2 2024 was Marshall Wace, an estimated $288M added.
  • The largest Union Pacific seller in Q2 2024 was Principal Financial Group, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2024.