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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
KCM
526
Kornitzer Capital Management
Kansas
$7.74M -$1.23M -5,675 -13%
LWM
527
Lyell Wealth Management
California
$7.7M +$356K +1,650 +4%
RE
528
RBC Europe
United Kingdom
$7.66M +$1.09M +5,054 +15%
EDRH
529
Edmond de Rothschild Holding
Switzerland
$7.65M +$1.46M +6,773 +21%
KRS
530
Kentucky Retirement Systems
Kentucky
$7.62M +$38.4K +178 +0.5%
M
531
MOTCO
Texas
$7.59M +$317K +1,466 +4%
AAS
532
Annex Advisory Services
Wisconsin
$7.58M +$2.75M +12,747 +49%
AWMT
533
AAFMAA Wealth Management & Trust
North Carolina
$7.57M +$4.13M +19,136 +98%
GL
534
Graypoint LLC
New York
$7.55M -$27K -125 -0.3%
RB
535
Rodgers Brothers
Pennsylvania
$7.52M -$124K -575 -1%
NW
536
NewEdge Wealth
Pennsylvania
$7.51M +$210K +973 +3%
IHL
537
Investment House LLC
California
$7.5M +$1.24M +5,740 +18%
GP
538
Girard Partners
Pennsylvania
$7.45M -$222K -1,028 -3%
KIA
539
KCM Investment Advisors
California
$7.45M -$71K -329 -0.9%
WAM
540
Werlinich Asset Management
Connecticut
$7.42M +$11.9K +55 +0.1%
AIM
541
Anchor Investment Management
South Carolina
$7.42M -$95.7K -443 -1%
DA
542
Duality Advisers
Florida
$7.4M +$3.53M +16,364 +76%
PI
543
PEAK6 Investments
Illinois
$7.36M -$5.85M -27,072 -42%
EGA
544
Eagle Global Advisors
Texas
$7.35M +$8.1M +37,495 New
Pacer Advisors
545
Pacer Advisors
Pennsylvania
$7.33M -$117K -542 -1%
SWM
546
Segment Wealth Management
Texas
$7.27M +$302K +1,400 +4%
EHC
547
Everett Harris & Co
California
$7.25M +$824K +3,814 +11%
AI
548
Atria Investments
North Carolina
$7.24M +$385K +1,783 +5%
HT
549
HighTower Trust
Texas
$7.21M +$20.3K +94 +0.3%
GAM
550
Gotham Asset Management
New York
$7.18M +$4.46M +20,636 +129%

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.