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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
Stifel Financial
51
Stifel Financial
Missouri
$383M +$19.9M +92,013 +5%
First Eagle Investment Management
52
First Eagle Investment Management
New York
$377M -$10.8M -49,994 -3%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$377M -$39.7M -184,037 -9%
MIHAS
54
Maj Invest Holding A/S
Denmark
$355M +$50.9M +235,669 +15%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$343M -$3.84M -17,799 -1%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$338M -$3.91M -18,121 -1%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$337M +$261M +1,209,725 +266%
TD Asset Management
58
TD Asset Management
Ontario, Canada
$335M +$87.2M +403,857 +31%
Principal Financial Group
59
Principal Financial Group
Iowa
$324M -$28.4M -131,581 -7%
Macquarie Group
60
Macquarie Group
Australia
$311M -$36.4M -168,742 -10%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$297M +$2.55M +11,810 +0.8%
CS
62
Credit Suisse
Switzerland
$288M +$10.7M +49,679 +3%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$288M -$6.56M -30,367 -2%
Barclays
64
Barclays
United Kingdom
$285M +$94.9M +439,508 +43%
First Trust Advisors
65
First Trust Advisors
Illinois
$261M +$16.3M +75,318 +6%
Jennison Associates
66
Jennison Associates
New York
$257M -$677M -3,132,838 -70%
Luther King Capital Management (LKCM)
67
Luther King Capital Management (LKCM)
Texas
$253M +$4.14M +19,173 +2%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$250M -$16.6M -76,892 -6%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$246M +$13.1M +60,782 +5%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$241M +$7.75M +35,882 +3%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$225M -$8.17M -37,825 -3%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$223M -$6.44M -29,833 -3%
EVM
73
Eaton Vance Management
Massachusetts
$222M +$5.06M +23,445 +2%
Boston Partners
74
Boston Partners
Massachusetts
$218M +$55.5M +256,983 +30%
Ensign Peak Advisors
75
Ensign Peak Advisors
Utah
$216M -$16.8M -77,872 -7%

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.