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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
RDFA
2501
Ritter Daniher Financial Advisory
Ohio
$18.3K -$2.11K -9 -10%
FCMT
2502
Founders Capital Management (Texas)
Texas
$18.3K
TCM
2503
TruNorth Capital Management
Michigan
$18.1K +$8.2K +35 +78%
UOTTAIMCU
2504
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$17.9K -$2.07M -8,848 -99%
NMG
2505
New Millennium Group
Utah
$17.5K +$18K +77 New
LD
2506
Lipe & Dalton
New York
$17K
PWM
2507
Partnership Wealth Management
Maryland
$17K
WA
2508
WestEnd Advisors
North Carolina
$17K
MWM
2509
Mascoma Wealth Management
New Hampshire
$16.7K
AP
2510
Aspect Partners
Virginia
$16.1K -$469 -2 -3%
NFSG
2511
Newbridge Financial Services Group
Florida
$15.6K +$4.45K +19 +38%
KSWA
2512
Kathleen S. Wright Associates
Pennsylvania
$14.7K
DF
2513
Dunhill Financial
United Kingdom
$13.8K +$3.05K +13 +27%
SFA
2514
Semmax Financial Advisors
North Carolina
$13.3K +$4.92K +21 +60%
FW
2515
Fairway Wealth
Ohio
$13.1K +$13.6K +58 New
PCM
2516
Penserra Capital Management
California
$12K
KHC
2517
Koesten Hirschmann & Crabtree
Kansas
$11.8K
HWP
2518
Highline Wealth Partners
California
$11.8K +$8.2K +35 +206%
LWA
2519
Lowe Wealth Advisors
Maryland
$11.3K
TFIAP
2520
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$11.3K
WAG
2521
Wiser Advisor Group
Arizona
$11.1K +$469 +2 +4%
DPW
2522
DiNuzzo Private Wealth
Pennsylvania
$10.9K +$937 +4 +9%
SIC
2523
SJS Investment Consulting
Ohio
$10.4K -$937 -4 -8%
UWS
2524
Unique Wealth Strategies
Illinois
$10.3K +$9.84K +42 New
KA
2525
Kozak & Associates
Colorado
$10.1K -$4.22K -18 -29%

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.