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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
WTB
501
Washington Trust Bank
Washington
$8.27M +$689K +3,191 +8%
HPC
502
HM Payson & Co
Maine
$8.26M -$1.08M -4,990 -11%
RWP
503
RWA Wealth Partners
Massachusetts
$8.25M +$205K +950 +2%
SAM
504
Sawgrass Asset Management
Florida
$8.24M -$1.42M -6,590 -14%
NFGCM
505
Norman Fields Gottscho Capital Management
New York
$8.19M -$21.6K -100 -0.2%
SG Americas Securities
506
SG Americas Securities
New York
$8.19M +$4.77M +22,074 +112%
ACM
507
Ashford Capital Management
Delaware
$8.18M
HHAA
508
Henry H. Armstrong Associates
Pennsylvania
$8.15M -$161K -745 -2%
YIA
509
YHB Investment Advisors
Connecticut
$8.13M +$227K +1,049 +3%
Wealthfront Advisers
510
Wealthfront Advisers
California
$8.11M -$1.03M -4,749 -10%
CA
511
Cullinan Associates
Kentucky
$8.08M -$10.9M -50,410 -55%
Wolverine Trading
512
Wolverine Trading
Illinois
$8.06M +$5.53M +25,595 +178%
PCA
513
Private Capital Advisors
Connecticut
$8.02M
LSERS
514
Louisiana State Employees Retirement System
Louisiana
$7.96M -$173K -800 -2%
TWM
515
TLW Wealth Management
Florida
$7.93M +$144K +665 +2%
IIM
516
Ipswich Investment Management
Massachusetts
$7.91M +$49.7K +230 +0.6%
RG
517
Rathbones Group
United Kingdom
$7.89M +$126K +584 +1%
SI
518
Stephens Inc
Arkansas
$7.83M -$133K -616 -2%
OSIA
519
O'Shares Investment Advisers
Massachusetts
$7.82M +$1.36M +6,311 +19%
MYAM
520
Meiji Yasuda Asset Management
Japan
$7.81M -$96.7K -448 -1%
AWM
521
Avior Wealth Management
Nebraska
$7.8M -$1.6M -7,429 -16%
FCMC
522
Founders Capital Management (Connecticut)
Connecticut
$7.8M -$33.9K -157 -0.4%
KAS
523
Kestra Advisory Services
Texas
$7.79M -$267K -1,238 -3%
EWM
524
Evercore Wealth Management
New York
$7.78M -$443K -2,052 -5%
BA
525
Bridgewater Associates
Connecticut
$7.75M +$185K +856 +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.