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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
CS
401
Candriam SCA
Luxembourg
$13.2M -$935K -4,328 -6%
QT
402
Quantbot Technologies
New York
$13.2M +$14.5M +67,103 New
FBB
403
Fulton Breakefield Broenniman
Maryland
$13.1M -$135K -624 -0.9%
SSWM
404
Smith Salley Wealth Management
North Carolina
$13.1M +$211K +975 +1%
BSA
405
Braun Stacey Associates
New York
$13.1M -$1.53M -7,106 -10%
HIMCH
406
Hartford Investment Management Co (HIMCO)
Connecticut
$13.1M -$1.98M -9,156 -12%
IMPI
407
Ilmarinen Mutual Pension Insurance
Finland
$13M
SI
408
Symmetry Investments
Jersey
$13M +$5.04M +23,328 +55%
ECM
409
ExodusPoint Capital Management
New York
$12.8M +$13.6M +62,894 +2,691%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$12.8M +$10.4M +48,021 +281%
ACM
411
Azimuth Capital Management
Michigan
$12.7M +$400K +1,853 +3%
AWM
412
AE Wealth Management
Kansas
$12.7M +$1.08M +4,980 +8%
HTC
413
Haverford Trust Company
Pennsylvania
$12.7M -$745K -3,451 -5%
ACI
414
Alpha Cubed Investments
California
$12.6M +$248K +1,150 +2%
CFG
415
Citizens Financial Group
Rhode Island
$12.6M +$3.49M +16,149 +34%
CWM
416
CIBC World Markets
New York
$12.6M +$1.76M +8,154 +15%
NSIM
417
North Star Investment Management
Illinois
$12.6M +$33K +153 +0.2%
Federated Hermes
418
Federated Hermes
Pennsylvania
$12.5M -$28.8M -133,280 -68%
FAB
419
First American Bank
Illinois
$12.5M +$64.6K +299 +0.5%
FWIA
420
Fort Washington Investment Advisors
Ohio
$12.4M +$28.7K +133 +0.2%
Walleye Trading
421
Walleye Trading
New York
$12.4M +$12.2M +56,607 +883%
NWM
422
Nicola Wealth Management
British Columbia, Canada
$12.3M +$756K +3,500 +6%
SWM
423
Spire Wealth Management
Virginia
$12.2M -$3.87M -17,930 -22%
JC
424
Jacobs & Co
California
$12.1M +$832K +3,853 +7%
FNT
425
First Nebraska Trust
Nebraska
$12.1M -$40.2K -186 -0.3%

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.