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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
PNC
676
Park National Corp
Ohio
$4.5M -$28.5K -132 -0.6%
LBD
677
Landsberg Bennett & Dubbaneh
Florida
$4.5M +$151K +698 +3%
HKIM
678
Hayek Kallen Investment Management
Alabama
$4.48M -$81K -375 -2%
FM
679
Foster & Motley
Ohio
$4.46M -$279K -1,292 -5%
WFG
680
Wills Financial Group
Virginia
$4.43M +$72.8K +337 +2%
BG
681
Bollard Group
Massachusetts
$4.42M +$435K +2,016 +10%
UFG
682
United Fire Group
Iowa
$4.41M +$2.16M +10,000 +80%
CPA
683
Capital Planning Advisors
California
$4.39M +$50.7K +235 +1%
BU
684
BBVA USA
Alabama
$4.37M -$219K -1,014 -4%
ITFISA
685
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.37M +$216K +1,000 +5%
MAM
686
Marketfield Asset Management
New York
$4.36M -$142K -659 -3%
RFM
687
Royal Fund Management
Florida
$4.36M +$114K +526 +2%
TCM
688
Telos Capital Management
California
$4.36M +$133K +618 +3%
CWP
689
Capital Wealth Planning
Florida
$4.35M +$29.2K +135 +0.6%
SWP
690
Stratos Wealth Partners
Ohio
$4.31M +$290K +1,345 +7%
HC
691
Hendley & Co
Ohio
$4.27M +$1.05M +4,865 +29%
WJWM
692
Williams Jones Wealth Management
New York
$4.26M -$249K -1,151 -5%
FI
693
Fosun International
China
$4.25M +$665K +3,080 +17%
LNWWM
694
Laird Norton Wetherby Wealth Management
California
$4.24M -$55.5K -257 -1%
AMM
695
American Money Management
California
$4.23M +$1.51K +7 +0%
IA
696
Icon Advisers
Colorado
$4.23M -$324K -1,500 -7%
Jones Financial Companies
697
Jones Financial Companies
Missouri
$4.23M -$150K -694 -3%
BRWA
698
B. Riley Wealth Advisors
Florida
$4.21M +$48.4K +224 +1%
ASN
699
Advisory Services Network
Georgia
$4.21M +$875K +4,052 +23%
FHB
700
First Hawaiian Bank
Hawaii
$4.2M -$290K -1,341 -6%

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.