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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
OWA
2651
Octavia Wealth Advisors
Ohio
-$292K -1,186 Closed
DWA
2652
Delap Wealth Advisory
Oregon
-$289K -1,175 Closed
JSC
2653
J. Stern & Co
United Kingdom
-$288K -1,173 Closed
KCPG
2654
Kavar Capital Partners Group
Kansas
-$281K -1,141 Closed
DAL
2655
Delta Accumulation LLC
California
-$263K -1,122 Closed
BWM
2656
BKM Wealth Management
Wisconsin
-$272K -1,107 Closed
Financial Engines Advisors
2657
Financial Engines Advisors
California
-$261K -1,062 Closed
CS
2658
Crescent Sterling
Louisiana
-$257K -1,046 Closed
ES
2659
ETF Store
Kansas
-$253K -1,030 Closed
CIC
2660
Cutler Investment Counsel
Oregon
-$249K -1,011 Closed
WKSWA
2661
White Knight Strategic Wealth Advisors
New Jersey
-$246K -1,000 Closed
Winslow Capital Management
2662
Winslow Capital Management
Minnesota
-$244K -993 Closed
LAM
2663
Lifestyle Asset Management
Texas
-$228K -926 Closed
SFG
2664
Sovereign Financial Group
Connecticut
-$226K -918 Closed
WWC
2665
Waypoint Wealth Counsel
Georgia
-$221K -900 Closed
NCM
2666
Narwhal Capital Management
Georgia
-$221K -899 Closed
LF
2667
Lantz Financial
Illinois
-$221K -897 Closed
TA
2668
TrueWealth Advisors
Alabama
-$220K -896 Closed
EP
2669
Edgestream Partners
New Jersey
-$217K -884 Closed
WFA
2670
WestHill Financial Advisors
California
-$217K -884 Closed
SFG
2671
Synergy Financial Group
California
-$216K -880 Closed
ZIG
2672
Zullo Investment Group
Pennsylvania
-$217K -880 Closed
BCP
2673
Berkeley Capital Partners
Georgia
-$214K -872 Closed
AHL
2674
Abel Hall LLC
Louisiana
-$214K -869 Closed
GKWIM
2675
Gerber Kawasaki Wealth & Investment Management
California
-$214K -868 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.