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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
OAM
2626
Oxford Asset Management
United Kingdom
-$511K -2,076 Closed
LFA
2627
LGT Financial Advisors
Texas
-$492K -2,000 Closed
WWP
2628
Waypoint Wealth Partners
California
-$492K -2,000 Closed
PPP
2629
Private Portfolio Partners
New Jersey
-$484K -1,968 Closed
PS
2630
Portfolio Strategies
New York
-$449K -1,827 Closed
BIP
2631
Blueprint Investment Partners
North Carolina
-$439K -1,786 Closed
CWA
2632
CM Wealth Advisors
Ohio
-$403K -1,664 Closed
BC
2633
Bridgefront Capital
Texas
-$408K -1,660 Closed
D
2634
Dentgroup
Louisiana
-$402K -1,634 Closed
AGA
2635
Arkos Global Advisors
Texas
-$379K -1,542 Closed
HKAM
2636
Horizon Kinetics Asset Management
New York
-$357K -1,450 Closed
RB
2637
Renasant Bank
Mississippi
-$349K -1,420 Closed
CFM
2638
Coronation Fund Managers
South Africa
-$348K -1,415 Closed
FA
2639
FDx Advisors
Illinois
-$347K -1,410 Closed
CBFP
2640
Cedar Brook Financial Partners
Ohio
-$346K -1,405 Closed
CWM
2641
Campbell Wealth Management
Virginia
-$336K -1,366 Closed
HFRG
2642
Houlihan Financial Resource Group
Virginia
-$319K -1,299 Closed
KCFA
2643
Key Client Fiduciary Advisors
New Jersey
-$317K -1,290 Closed
MWA
2644
Monograph Wealth Advisors
California
-$316K -1,285 Closed
PAM
2645
Paradigm Asset Management
New York
-$307K -1,250 Closed
PCA
2646
Prosperity Capital Advisors
Ohio
-$307K -1,247 Closed
ES
2647
Eagle Strategies
New York
-$305K -1,241 Closed
OFS
2648
OneAscent Financial Services
Alabama
-$305K -1,234 Closed
ACM
2649
Avalon Capital Management
California
-$301K -1,223 Closed
CCM
2650
Canal Capital Management
Virginia
-$300K -1,218 Closed

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.