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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
KWM
701
Kingsview Wealth Management
Oregon
$4.19M +$370K +1,713 +9%
DCP
702
Distillate Capital Partners
Illinois
$4.17M +$893K +4,137 +24%
BRWM
703
B. Riley Wealth Management
Tennessee
$4.15M +$3.96M +18,316 +644%
VVP
704
Venture Visionary Partners
Ohio
$4.12M +$66.1K +306 +1%
SPC
705
Stewart & Patten Company
California
$4.11M -$163K -755 -3%
HIP
706
Harrell Investment Partners
Texas
$4.1M +$92.6K +429 +2%
CPIG
707
Chicago Partners Investment Group
Illinois
$4.1M -$32.8K -152 -0.9%
HAS
708
HBW Advisory Services
California
$4.09M +$55.3K +256 +1%
GIA
709
Gladstone Institutional Advisory
Florida
$4.07M +$2.5M +11,569 +126%
FIB
710
First Interstate Bank
Montana
$4.06M +$128K +594 +3%
CC
711
Constitution Capital
Connecticut
$4.04M +$239K +1,109 +6%
PFA
712
Professional Financial Advisors
Nebraska
$4.04M +$13.4K +62 +0.3%
CCT
713
Capital City Trust
Florida
$4.01M -$27.4K -127 -0.6%
WTFG
714
Wells Trecaso Financial Group
Ohio
$4M +$121K +559 +3%
AIM
715
Aigen Investment Management
New York
$4M +$4.41M +20,427 New
HI
716
Horizon Investments
North Carolina
$4M +$1.43M +6,617 +48%
WA
717
Wasatch Advisors
Utah
$3.98M +$103K +479 +2%
CHAM
718
Clear Harbor Asset Management
Connecticut
$3.98M -$61.5K -285 -1%
KA
719
Kintegral Advisory
New York
$3.98M
KA
720
KLCM Advisors
Wisconsin
$3.97M -$18.4K -85 -0.4%
FMC
721
First Merchants Corp
Indiana
$3.94M +$148K +687 +4%
BEAM
722
Baker Ellis Asset Management
Washington
$3.94M -$21.6K -100 -0.5%
CI
723
Cigna Investments
Connecticut
$3.94M -$160K -743 -4%
S
724
Surevest
California
$3.93M +$252K +1,168 +6%
CBTWT
725
Community Bank & Trust (Waco, Texas)
Texas
$3.93M +$20.7K +96 +0.5%

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.