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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
IIM
501
Ipswich Investment Management
Massachusetts
$8.83M +$51.4K +231 +0.6%
FCMC
502
Founders Capital Management (Connecticut)
Connecticut
$8.78M -$21.8K -98 -0.2%
TWM
503
TLW Wealth Management
Florida
$8.75M +$858K +3,853 +11%
RG
504
Rathbones Group
United Kingdom
$8.72M +$865K +3,885 +11%
SG
505
Swarthmore Group
Pennsylvania
$8.68M -$257K -1,154 -3%
CGH
506
Crossmark Global Holdings
Texas
$8.67M -$327K -1,468 -4%
B
507
Bailard
California
$8.66M +$140K +629 +2%
GP
508
Girard Partners
Pennsylvania
$8.59M -$705K -3,167 -8%
WTB
509
Washington Trust Bank
Washington
$8.58M +$265K +1,188 +3%
RB
510
Rodgers Brothers
Pennsylvania
$8.57M -$10.5K -47 -0.1%
OPCM
511
Osborne Partners Capital Management
California
$8.53M +$77.5K +348 +0.9%
KRS
512
Kentucky Retirement Systems
Kentucky
$8.51M -$546K -2,454 -6%
BA
513
Bridgewater Associates
Connecticut
$8.51M +$8.27M +37,126 +2,403%
GL
514
Graypoint LLC
New York
$8.5M -$142K -636 -2%
AIM
515
Anchor Investment Management
South Carolina
$8.43M +$226K +1,015 +3%
KIA
516
KCM Investment Advisors
California
$8.43M +$269K +1,208 +3%
Pacer Advisors
517
Pacer Advisors
Pennsylvania
$8.34M -$668K -2,998 -7%
WAM
518
Werlinich Asset Management
Connecticut
$8.32M
LWM
519
Lyell Wealth Management
California
$8.28M +$534K +2,399 +7%
SCM
520
SKBA Capital Management
California
$8.22M -$3.79M -17,000 -31%
NW
521
NewEdge Wealth
Pennsylvania
$8.21M +$831K +3,733 +11%
FNBOO
522
First National Bank of Omaha
Nebraska
$8.21M
WCM
523
Wedge Capital Management
North Carolina
$8.2M +$371K +1,666 +5%
M
524
MOTCO
Texas
$8.2M +$62.1K +279 +0.8%
AIM
525
Achmea Investment Management
Netherlands
$8.15M -$210K -943 -2%

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.