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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
DY
476
Dowling & Yahnke
California
$9.78M +$38.7K +174 +0.4%
RBA
477
Richard Bernstein Advisors
New York
$9.77M
AAM
478
Advisors Asset Management
Colorado
$9.74M -$1.06M -4,740 -10%
NEI
479
Northwest & Ethical Investments
Ontario, Canada
$9.57M -$163K -733 -2%
SIM
480
Sonora Investment Management
Arizona
$9.55M +$798K +3,582 +9%
HWM
481
HFR Wealth Management
New York
$9.51M +$9.63M +43,254 New
SC
482
SouthState Corp
Florida
$9.47M +$1.11M +4,982 +13%
CC
483
Cannell & Co
New York
$9.44M -$47.9K -215 -0.5%
SI
484
Symmetry Investments
Jersey
$9.41M -$1.84M -8,266 -16%
ZCM
485
Ziegler Capital Management
Illinois
$9.39M -$3.95M -17,756 -29%
HHAA
486
Henry H. Armstrong Associates
Pennsylvania
$9.31M +$32.3K +145 +0.3%
VI
487
Vestcor Inc
New Brunswick, Canada
$9.22M -$1.79M -8,041 -16%
NFGCM
488
Norman Fields Gottscho Capital Management
New York
$9.21M
OAM
489
Oppenheimer Asset Management
New York
$9.2M +$126K +566 +1%
EWM
490
Evercore Wealth Management
New York
$9.18M -$473K -2,123 -5%
ACM
491
Ashford Capital Management
Delaware
$9.18M
LSERS
492
Louisiana State Employees Retirement System
Louisiana
$9.11M -$22.3K -100 -0.2%
RWP
493
RWA Wealth Partners
Massachusetts
$9.05M +$2.65M +11,907 +41%
KAS
494
Kestra Advisory Services
Texas
$9.01M +$561K +2,518 +7%
PCA
495
Private Capital Advisors
Connecticut
$9M -$218K -980 -2%
CAM
496
Cresset Asset Management
Illinois
$8.96M +$1.59M +7,153 +21%
SI
497
Stephens Inc
Arkansas
$8.93M -$817K -3,668 -8%
YIA
498
YHB Investment Advisors
Connecticut
$8.89M +$1.11K +5 +0%
XI
499
XXEC Inc
Oklahoma
$8.88M +$455K +2,045 +5%
MYAM
500
Meiji Yasuda Asset Management
Japan
$8.86M -$599K -2,689 -6%

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.