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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
NRS
376
Neville Rodie & Shaw
New York
$15.1M -$1.24M -5,745 -7%
OCAM
377
Onex Canada Asset Management
Ontario, Canada
$14.9M +$921K +4,266 +6%
PAG
378
Private Advisor Group
New Jersey
$14.9M +$6.42M +29,736 +65%
DPIM
379
Duff & Phelps Investment Management
Illinois
$14.6M -$12.8M -59,441 -44%
JIC
380
Johnson Investment Counsel
Ohio
$14.3M +$1.68M +7,799 +12%
CTA
381
Colonial Trust Advisors
South Carolina
$14.3M -$299K -1,385 -2%
GGS
382
Galvin Gaustad & Stein
Arizona
$14.2M +$576K +2,669 +4%
QC
383
Quadrature Capital
United Kingdom
$14.1M +$10.2M +47,369 +191%
EARNEST Partners
384
EARNEST Partners
Georgia
$14.1M -$1M -4,648 -6%
FG
385
Fiduciary Group
Georgia
$14.1M +$305K +1,413 +2%
WAM
386
Wallington Asset Management
Indiana
$13.7M -$36.7K -170 -0.2%
NAM
387
Nissay Asset Management
Japan
$13.6M +$517K +2,393 +4%
GG
388
Gofen & Glossberg
Illinois
$13.5M -$108K -499 -0.7%
BWP
389
Baldwin Wealth Partners
Massachusetts
$13.5M -$226K -1,047 -2%
N
390
Natixis
France
$13.5M +$14.8M +68,658 New
DCM
391
Dupont Capital Management
Delaware
$13.4M -$2.67M -12,353 -15%
ERSOT
392
Employees Retirement System of Texas
Texas
$13.3M
SMDAM
393
Sumitomo Mitsui DS Asset Management
Japan
$13.3M +$376K +1,740 +3%
AC
394
Alley Company
Illinois
$13.3M +$236K +1,092 +2%
TCOV
395
Trust Company of Vermont
Vermont
$13.3M -$1.63M -7,567 -10%
MNBTD
396
Moody National Bank Trust Division
Texas
$13.2M -$8.42K -39 -0.1%
SCI
397
S&CO Inc
Massachusetts
$13.2M
CAM
398
Congress Asset Management
Massachusetts
$13.2M +$2.93M +13,570 +25%
CI Investments Inc
399
CI Investments Inc
Ontario, Canada
$13.2M +$10.5M +48,821 +265%
SF
400
Synovus Financial
Georgia
$13.2M +$208K +965 +1%

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.