We are live on ! Find out more
UNP icon

Union Pacific

2,194 hedge funds and large institutions have $112B invested in Union Pacific in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 950 increasing their positions, 749 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 950 | Existing positions reduced: 749

26% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.4B

0% less funds holding

Funds holding: 2,1972,194 (-3)

0.87% less ownership

Funds ownership: 77.71%76.84% (-0.87%)

3% less capital invested

Capital invested by funds: $115B → $112B (-$3.21B)

28% less funds holding in top 10

Funds holding in top 10: 8662 (-24)

Holders
2,194
Holders Change
-3
Holders Change %
-0.14%
% of All Funds
38.18%
Holding in Top 10
62
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-27.91%
% of All Funds
1.08%
New
122
Increased
950
Reduced
749
Closed
96
Calls
$1.76B
Puts
$1.4B
Net Calls
+$363M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
351
Taurus Asset Management
New York
$18.4M +$5.79K +26 +0%
CFM
352
Coronation Fund Managers
South Africa
$18.3M +$3.85M +17,279 +26%
NRS
353
Neville Rodie & Shaw
New York
$18.2M -$181K -812 -1%
HWA
354
Heritage Wealth Advisors
Virginia
$18M +$1.97M +8,835 +12%
ECM
355
Estabrook Capital Management
New York
$17.8M -$493K -2,212 -3%
DCM
356
Dupont Capital Management
Delaware
$17.8M -$609K -2,735 -3%
UBV
357
United Bank (Virginia)
Virginia
$17.8M +$181K +813 +1%
JMFC
358
J.M. Forbes & Co
Massachusetts
$17.7M +$68.4K +307 +0.4%
CIBC Asset Management
359
CIBC Asset Management
Ontario, Canada
$17.7M +$505K +2,269 +3%
QIM
360
Quest Investment Management
Oregon
$17.6M -$1.79M -8,024 -9%
SWM
361
Spire Wealth Management
Virginia
$17.6M -$2.13M -9,581 -11%
AP
362
Archon Partners
New Jersey
$17.6M
Fidelity International
363
Fidelity International
Bermuda
$17.2M +$3.1M +13,909 +22%
RIM
364
Redpoint Investment Management
Australia
$17.2M -$1.64M -7,350 -9%
SAM
365
Shell Asset Management
Netherlands
$17.1M -$4.64M -20,837 -21%
MML Investors Services
366
MML Investors Services
Massachusetts
$16.9M +$1.27M +5,695 +8%
EARNEST Partners
367
EARNEST Partners
Georgia
$16.8M -$818K -3,673 -5%
PAI
368
Pittenger & Anderson Inc
Nebraska
$16.8M +$723K +3,245 +4%
EP
369
Edgestream Partners
New Jersey
$16.7M -$17.6M -78,986 -51%
HIMCH
370
Hartford Investment Management Co (HIMCO)
Connecticut
$16.7M -$333K -1,494 -2%
Squarepoint
371
Squarepoint
New York
$16.6M -$5.92M -26,570 -26%
TCOV
372
Trust Company of Vermont
Vermont
$16.6M +$1.09M +4,895 +7%
TA
373
TRB Advisors
New York
$16.5M -$22.3M -100,000 -57%
CTA
374
Colonial Trust Advisors
South Carolina
$16.3M +$115K +518 +0.7%
BSA
375
Braun Stacey Associates
New York
$16.3M -$1.73M -7,773 -10%

UNP Hedge Fund Activity: Q2 2021 in Review

2,194 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2021, worth a combined $112B — down 2.8% from $115B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new UNP positions and 96 closed out — a net gain of 26 holders — while 950 added to existing stakes and 749 trimmed.

The largest buyer was Macquarie Group, adding an estimated $349M. The largest seller was Wellington Management Group, cutting an estimated $483M.

  • 2,194 institutional investors held Union Pacific (UNP) as of Q2 2021, down from 2,197 in Q1 2021.
  • Funds reported $112B of Union Pacific stock for Q2 2021, down 2.8% quarter-over-quarter.
  • 122 funds opened new Union Pacific positions in Q2 2021 and 96 closed out, a net change of +26 holders.
  • The largest Union Pacific buyer in Q2 2021 was Macquarie Group, an estimated $349M added.
  • The largest Union Pacific seller in Q2 2021 was Wellington Management Group, an estimated $483M sold.

Based on aggregated 13F filings for Q2 2021.