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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
PAM
801
Peak Asset Management
Colorado
$3.14M
WIC
802
Wilkins Investment Counsel
Massachusetts
$3.14M
ECM
803
Everence Capital Management
Indiana
$3.13M -$389K -1,800 -10%
AII
804
AGF Investments Inc
Ontario, Canada
$3.12M -$652K -3,018 -16%
MCM
805
McKinley Capital Management
Alaska
$3.12M -$7.8M -36,133 -69%
FB
806
Fulton Bank
Pennsylvania
$3.12M +$302K +1,399 +10%
RC
807
Roundview Capital
New Jersey
$3.11M -$387K -1,791 -10%
TPCW
808
TD Private Client Wealth
New York
$3.1M +$216K +1,002 +7%
AC
809
Allstate Corporation
Illinois
$3.1M -$292K -1,354 -8%
CT
810
Chicago Trust
Illinois
$3.1M -$3.89K -18 -0.1%
JFA
811
Johanson Financial Advisors
California
$3.09M +$53.1K +246 +2%
LBA
812
Lowell Blake & Associates
Massachusetts
$3.08M +$36.3K +168 +1%
MCM
813
Mitchell Capital Management
Kansas
$3.08M -$48.2K -223 -1%
COI
814
Connable Office Inc
Michigan
$3.08M -$19K -88 -0.6%
HFM
815
Hartford Financial Management
Connecticut
$3.05M +$40.2K +186 +1%
PRC
816
Pearl River Capital
Michigan
$3.04M +$3.35M +15,495 New
HAG
817
HighPoint Advisor Group
Illinois
$3.04M +$399K +1,846 +14%
BFM
818
Boston Financial Management
Massachusetts
$3.03M +$235K +1,086 +8%
BIM
819
Baldwin Investment Management
Pennsylvania
$3.03M -$120K -555 -3%
THWM
820
Taylor Hoffman Wealth Management
Virginia
$3.03M +$117K +541 +4%
SLI
821
Sumitomo Life Insurance
Japan
$3.02M -$125K -577 -4%
MMG
822
Monetary Management Group
Missouri
$3.01M +$430K +1,990 +15%
HCM
823
Hall Capital Management
Rhode Island
$3.01M +$89.6K +415 +3%
AFM
824
Andesa Financial Management
Pennsylvania
$3.01M -$3.13M -14,494 -49%
PA
825
PFG Advisors
Arizona
$3M -$127K -586 -4%

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.