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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
TAM
526
Tocqueville Asset Management
New York
$8.1M -$974K -4,372 -11%
NB
527
NBT Bank
New York
$8.09M -$119K -534 -1%
HT
528
HighTower Trust
Texas
$8.07M -$1.78K -8 -0%
MLL
529
Moody Lynn & Lieberson
Massachusetts
$8.01M -$943K -4,233 -10%
ANBT
530
American National Bank & Trust
Texas
$7.86M +$367K +1,647 +5%
CIC
531
Cutler Investment Counsel
Oregon
$7.86M -$1.56K -7 -0%
SWM
532
Segment Wealth Management
Texas
$7.85M +$278K +1,249 +4%
Cetera Investment Advisers
533
Cetera Investment Advisers
Illinois
$7.82M +$772K +3,469 +11%
PPSG
534
Princeton Portfolio Strategies Group
New Jersey
$7.78M -$3.94M -17,704 -33%
BFIM
535
Beese Fulmer Investment Management
Ohio
$7.78M +$165K +740 +2%
PJSIMP
536
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.77M +$136K +609 +2%
AI
537
Atria Investments
North Carolina
$7.73M +$588K +2,642 +8%
BHIA
538
Birch Hill Investment Advisors
Massachusetts
$7.62M -$310K -1,394 -4%
AWCI
539
Alpine Woods Capital Investors
New York
$7.61M +$20K +90 +0.3%
FPB
540
First PREMIER Bank
South Dakota
$7.5M +$11.1K +50 +0.1%
RE
541
RBC Europe
United Kingdom
$7.48M +$1.26M +5,644 +20%
NSEDCP
542
NJ State Employees Deferred Compensation Plan
New Jersey
$7.48M
OSIA
543
O'Shares Investment Advisers
Massachusetts
$7.38M +$182K +816 +2%
ERWM
544
Elk River Wealth Management
Colorado
$7.38M +$100K +451 +1%
BRCM
545
Bright Rock Capital Management
Massachusetts
$7.37M
EHC
546
Everett Harris & Co
California
$7.29M +$611K +2,742 +9%
AIP
547
Ameritas Investment Partners
Nebraska
$7.29M +$2.39M +10,743 +48%
Fuller & Thaler Asset Management
548
Fuller & Thaler Asset Management
California
$7.29M +$309K +1,389 +4%
OBGC
549
O'Brien Greene & Co
Pennsylvania
$7.25M +$174K +781 +2%
FNFDCM
550
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.25M +$46.8K +210 +0.6%

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.