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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
ProShare Advisors
326
ProShare Advisors
Maryland
$19.2M +$316K +1,462 +2%
SBH
327
Segall Bryant & Hamill
Illinois
$19.2M +$1M +4,646 +5%
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$19.2M +$2.71M +12,548 +15%
WBC
329
Westpac Banking Corp
Australia
$18.9M -$1.09M -5,046 -5%
PG
330
Pendal Group
Australia
$18.9M -$750K -3,475 -3%
AIA
331
Avalon Investment & Advisory
Texas
$18.9M +$339K +1,572 +2%
GJCM
332
Grand Jean Capital Management
California
$18.8M +$381K +1,765 +2%
MLICM
333
Metropolitan Life Insurance Company (MetLife)
New York
$18.7M -$1.09M -5,028 -5%
APG
334
Abacus Planning Group
South Carolina
$18.5M
SLAM
335
Swiss Life Asset Management
$18.5M -$921K -4,265 -4%
X
336
Xponance
Pennsylvania
$18.3M -$974K -4,510 -5%
QIM
337
Quest Investment Management
Oregon
$18.3M +$2.83M +13,098 +16%
FNBT
338
FineMark National Bank & Trust
Florida
$18M +$259K +1,199 +1%
NSAM
339
North Star Asset Management
Wisconsin
$18M +$220K +1,020 +1%
ABC
340
Associated Banc-Corp
Wisconsin
$17.8M +$44.9K +208 +0.2%
CFM
341
Coronation Fund Managers
South Africa
$17.7M +$1.54M +7,125 +9%
TF
342
TIAA FSB
Florida
$17.7M -$471K -2,183 -2%
CM
343
Castleark Management
Illinois
$17.6M -$2.62M -12,145 -12%
CA
344
CastleArk Alternatives
Illinois
$17.6M +$19.4M +89,805 New
RT
345
Rockland Trust
Massachusetts
$17.6M -$81.8K -379 -0.4%
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$17.5M +$1.04M +4,809 +6%
CCM
347
Covington Capital Management
California
$17.5M -$147K -680 -0.8%
CIC
348
Carnegie Investment Counsel
Ohio
$17.4M -$60.3K -279 -0.3%
KBC Group
349
KBC Group
Belgium
$17.3M -$22.9M -105,993 -55%
II
350
IFM Investors
Australia
$17.3M -$769K -3,561 -4%

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.