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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
AC
2676
Apella Capital
Connecticut
-$206K -855 Closed
PWP
2677
Perfromance Wealth Partners
Illinois
-$210K -855 Closed
LC
2678
LCNB Corp
Ohio
-$210K -852 Closed
LRIA
2679
Leonard Rickey Investment Advisors
Washington
-$209K -852 Closed
AI
2680
Accredited Investors
Minnesota
-$209K -851 Closed
CWM
2681
Capital Wealth Management
Rhode Island
-$209K -850 Closed
FFA
2682
Fi3 Financial Advisors
Indiana
-$204K -849 Closed
PWMG
2683
Pinnacle Wealth Management Group
Michigan
-$209K -848 Closed
SWM
2684
Silverlake Wealth Management
Vermont
-$207K -842 Closed
MPM
2685
Meritage Portfolio Management
Kansas
-$206K -837 Closed
KBFS
2686
Kohmann Bosshard Financial Services
Ohio
-$206K -836 Closed
RWI
2687
Red Wave Investments
Pennsylvania
-$205K -835 Closed
SOAG
2688
Silver Oak Advisory Group
Oregon
-$205K -832 Closed
FNBTCON
2689
First National Bank & Trust Co of Newtown
Pennsylvania
-$204K -829 Closed
AGC
2690
Aspen Grove Capital
Colorado
-$203K -825 Closed
KC
2691
Kinloch Capital
Virginia
-$203K -825 Closed
SRSA
2692
S.R. Schill & Associates
Washington
-$203K -825 Closed
CWM
2693
Chemistry Wealth Management
New York
-$203K -824 Closed
FA
2694
Fermata Advisors
California
-$202K -822 Closed
SAM
2695
Selway Asset Management
-$202K -822 Closed
SCA
2696
Sandy Cove Advisors
Massachusetts
-$201K -819 Closed
SHFP
2697
Second Half Financial Partners
Florida
-$201K -817 Closed
BMC
2698
Benin Management Corp
Connecticut
-$200K -815 Closed
CWAF
2699
Core Wealth Advisors (Florida)
Florida
-$184K -750 Closed
MAWCM
2700
Mine & Arao Wealth Creation & Management
California
-$140K -568 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.