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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
DMC
776
Drexel Morgan & Co
Pennsylvania
$3.42M
BCV
777
Banque Cantonale Vaudoise
Switzerland
$3.42M -$1.22M -5,633 -24%
FIM
778
Fruth Investment Management
Texas
$3.41M -$5.4K -25 -0.1%
KRSITF
779
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.4M +$17.1K +79 +0.5%
OIA
780
OneDigital Investment Advisors
Kansas
$3.36M +$454K +2,101 +14%
SC
781
Samlyn Capital
New York
$3.35M -$1.3M -6,029 -26%
TVWM
782
Tower View Wealth Management
Wisconsin
$3.35M +$186K +862 +5%
CA
783
Cetera Advisors
Colorado
$3.35M +$378K +1,749 +11%
TA
784
TFG Advisers
Michigan
$3.33M +$864 +4 +0%
BA
785
Bristlecone Advisors
Washington
$3.33M -$44.3K -205 -1%
SGA
786
Strategic Global Advisors
California
$3.32M +$831K +3,849 +29%
CBN
787
Cadence Bank NA
Texas
$3.32M +$10.8K +50 +0.3%
SFI
788
SPC Financial Inc
Maryland
$3.31M +$96.3K +446 +3%
DWA
789
Douglass Winthrop Advisors
New York
$3.29M -$43.2K -200 -1%
SFI
790
Siemens Fonds Invest
Germany
$3.28M +$165K +764 +5%
TCA
791
Transcend Capital Advisors
New Jersey
$3.25M +$45.6K +211 +2%
BFPW
792
BOK Financial Private Wealth
Colorado
$3.24M +$834K +3,864 +31%
MAM
793
Martingale Asset Management
Massachusetts
$3.24M -$21.9M -101,592 -86%
PAM
794
Panagora Asset Management
Massachusetts
$3.23M -$8.85K -41 -0.2%
WG
795
Watchman Group
Texas
$3.19M -$104K -480 -3%
SCP
796
Shorepoint Capital Partners
Massachusetts
$3.18M +$3.51M +16,243 New
CC
797
Cadinha & Co
Hawaii
$3.18M
LW
798
Linscomb Wealth
Texas
$3.18M +$129K +596 +4%
WDA
799
Wendell David Associates
New Hampshire
$3.15M +$16.2K +75 +0.5%
MFAM
800
Motley Fool Asset Management
Virginia
$3.15M -$74.5K -345 -2%

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.