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Union Pacific

2,167 hedge funds and large institutions have $98.2B invested in Union Pacific in 2021 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 946 increasing their positions, 728 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 946 | Existing positions reduced: 728

5% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 123

0% less ownership

Funds ownership: 76.84%76.84% (-0%)

1% less funds holding

Funds holding: 2,1932,167 (-26)

12% less capital invested

Capital invested by funds: $112B → $98.2B (-$13.7B)

18% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $1.46B

26% less funds holding in top 10

Funds holding in top 10: 6246 (-16)

Holders
2,167
Holders Change
-26
Holders Change %
-1.19%
% of All Funds
37.94%
Holding in Top 10
46
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-25.81%
% of All Funds
0.81%
New
129
Increased
946
Reduced
728
Closed
123
Calls
$1.19B
Puts
$1.46B
Net Calls
-$265M
Net Calls Change
-$629M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
251
Bartlett & Co Wealth Management
Ohio
$32.3M -$405K -1,875 -1%
BC
252
Bartlett & Co
Ohio
$32.3M -$405K -1,875 -1%
SOMRS
253
State of Michigan Retirement System
Michigan
$32.1M -$691K -3,200 -2%
EIP
254
Epoch Investment Partners
New York
$32.1M +$5.1M +23,637 +17%
NIG
255
NFJ Investment Group
Texas
$32.1M +$34.1M +157,898 +2,792%
DRZID
256
DePrince Race & Zollo Inc (DRZ)
Florida
$32M +$35.2M +163,104 New
Capstone Investment Advisors
257
Capstone Investment Advisors
New York
$31.7M +$28.4M +131,351 +431%
TBC
258
Tweedy, Browne Co
Connecticut
$31.7M -$3.28M -15,202 -9%
DCM
259
Donaldson Capital Management
Indiana
$31.4M +$34.2M +158,259 +7,739%
WA
260
WestEnd Advisors
North Carolina
$31.4M
EPFB
261
Employees Provident Fund Board
Malaysia
$31.2M -$27.7M -128,142 -45%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$31.2M +$4.87M +22,544 +16%
Point72 Asset Management
263
Point72 Asset Management
Connecticut
$30.9M -$6.35M -29,427 -16%
NA
264
NewEdge Advisors
Louisiana
$30.9M +$666K +3,085 +2%
FAF
265
Fjarde Ap-fonden
Sweden
$30.8M -$4.39M -20,340 -11%
AB
266
Amalgamated Bank
New York
$30.8M -$2.25M -10,435 -6%
BTCPP
267
Border to Coast Pensions Partnership
United Kingdom
$30.6M +$3.24M +15,000 +14%
VCM
268
Vigilant Capital Management
Maine
$28.9M +$1.78M +8,226 +6%
MIM
269
MetLife Investment Management
New Jersey
$28.9M -$1.45M -6,727 -4%
HNB
270
Huntington National Bank
Ohio
$28.7M -$521K -2,414 -2%
IG
271
ING Group
Netherlands
$28.4M +$19.5M +90,189 +165%
AIM
272
Artemis Investment Management
United Kingdom
$28.3M +$7.82M +36,234 +33%
FLPIM
273
F.L. Putnam Investment Management
Massachusetts
$28.3M +$554K +2,567 +2%
RG
274
Renaissance Group
Kentucky
$27.5M +$1.08M +4,984 +4%
TRSOTSOK
275
Teachers Retirement System of the State of Kentucky
Kentucky
$27.4M

UNP Hedge Fund Activity: Q3 2021 in Review

2,167 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2021, worth a combined $98.2B — down 12% from $112B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new UNP positions and 123 closed out — a net gain of 6 holders — while 946 added to existing stakes and 728 trimmed.

The largest buyer was Soroban Capital Partners, adding an estimated $385M. The largest seller was Fidelity Investments, cutting an estimated $1.22B.

  • 2,167 institutional investors held Union Pacific (UNP) as of Q3 2021, down from 2,193 in Q2 2021.
  • Funds reported $98.2B of Union Pacific stock for Q3 2021, down 12% quarter-over-quarter.
  • 129 funds opened new Union Pacific positions in Q3 2021 and 123 closed out, a net change of +6 holders.
  • The largest Union Pacific buyer in Q3 2021 was Soroban Capital Partners, an estimated $385M added.
  • The largest Union Pacific seller in Q3 2021 was Fidelity Investments, an estimated $1.22B sold.

Based on aggregated 13F filings for Q3 2021.