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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
UBS Group
26
UBS Group
Switzerland
$857M +$96.8M +448,361 +11%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$830M +$35.1M +162,599 +4%
JP Morgan Chase
28
JP Morgan Chase
New York
$799M -$78M -361,094 -8%
Capital Research Global Investors
29
Capital Research Global Investors
California
$789M -$3.26M -15,073 -0.4%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$778M -$1.22B -5,637,587 -59%
PI
31
Putnam Investments
Massachusetts
$743M -$32.6M -150,849 -4%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$648M +$2.92M +13,526 +0.4%
State Farm Mutual Automobile Insurance
33
State Farm Mutual Automobile Insurance
Illinois
$616M -$2.61M -12,066 -0.4%
Charles Schwab
34
Charles Schwab
California
$608M -$17.7M -81,921 -3%
Primecap Management
35
Primecap Management
California
$600M -$1.23M -5,700 -0.2%
Invesco
36
Invesco
Georgia
$591M -$57.7M -267,208 -8%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$590M +$20.1M +93,005 +3%
RJA
38
Raymond James & Associates
Florida
$550M -$7.97M -36,895 -1%
Amundi
39
Amundi
France
$546M +$70.2M +324,860 +13%
UBS AM
40
UBS AM
Illinois
$529M -$3.1M -14,376 -0.5%
PPA
41
Parametric Portfolio Associates
Washington
$526M -$30.1M -139,334 -5%
Swiss National Bank
42
Swiss National Bank
Switzerland
$515M -$22.6M -104,700 -4%
Bessemer Group
43
Bessemer Group
New Jersey
$513M +$5.01M +23,200 +0.9%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$442M +$85.8M +397,129 +23%
AllianceBernstein
45
AllianceBernstein
Tennessee
$436M -$48M -222,089 -9%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$430M +$29.6M +137,226 +8%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$429M -$70.6M -327,071 -13%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$404M +$68M +314,828 +18%
Fayez Sarofim & Co
49
Fayez Sarofim & Co
Texas
$395M +$3.09M +14,320 +0.7%
ClearBridge Investments
50
ClearBridge Investments
New York
$393M +$7.96M +36,871 +2%

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.