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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
PIG
651
Pantheon Investment Group
California
$4.89M +$131K +606 +2%
PIM
652
Penobscot Investment Management
Massachusetts
$4.88M +$62.6K +290 +1%
CBB
653
Citizens Business Bank
California
$4.87M -$174K -806 -3%
ACA
654
Aptus Capital Advisors
Alabama
$4.85M +$941K +4,357 +21%
SCM
655
Shelton Capital Management
Colorado
$4.83M -$25.7K -119 -0.5%
Kovitz Investment Group Partners
656
Kovitz Investment Group Partners
Illinois
$4.82M +$1.73M +8,028 +49%
IAN
657
Integrated Advisors Network
Texas
$4.81M +$957K +4,432 +22%
RWM
658
RKL Wealth Management
Pennsylvania
$4.81M -$233K -1,079 -4%
FQ
659
First Quadrant
California
$4.79M
SSB
660
Sandy Spring Bank
Maryland
$4.78M +$1.14M +5,287 +28%
AA
661
Ancora Advisors
Ohio
$4.78M +$445K +2,059 +9%
TSW
662
Thompson Siegel & Walmsley
Virginia
$4.76M +$4.89M +22,649 +1,404%
CBT
663
Central Bank & Trust
Kentucky
$4.74M -$143K -660 -3%
SC
664
Stolper & Co
Oklahoma
$4.74M -$44.3K -205 -0.8%
HB
665
Homrich & Berg
Georgia
$4.72M +$187K +866 +4%
AC
666
Addenda Capital
Quebec, Canada
$4.69M +$88.3K +409 +2%
1IA
667
1834 Investment Advisors
Wisconsin
$4.63M +$2.39M +11,054 +88%
PTC
668
Private Trust Company
Ohio
$4.63M +$92K +426 +2%
SNT
669
Security National Trust
West Virginia
$4.62M
FFA
670
Fragasso Financial Advisors
Pennsylvania
$4.6M +$845K +3,912 +20%
CCMD
671
Cypress Capital Management (Delaware)
Delaware
$4.57M
AWP
672
Ascent Wealth Partners
New York
$4.55M -$30.9K -143 -0.6%
HR
673
Howe & Rusling
New York
$4.53M +$1.03M +4,765 +26%
SC
674
Scholtz & Company
Connecticut
$4.52M -$486K -2,249 -9%
GFA
675
Gifford Fong Associates
California
$4.51M

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.