We are live on ! Find out more
UNP icon

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
EIP
826
Ellis Investment Partners
Pennsylvania
$2.99M -$35.2K -163 -1%
EA
827
Ellsworth Advisors
Ohio
$2.99M +$205K +947 +7%
EFS
828
Essex Financial Services
Connecticut
$2.98M +$1.5M +6,969 +85%
BFS
829
Bickling Financial Services
Massachusetts
$2.97M +$17.3K +80 +0.5%
OCM
830
Orleans Capital Management
Louisiana
$2.96M +$40K +185 +1%
MWM
831
Mattern Wealth Management
Kansas
$2.96M -$56.1K -260 -2%
AF
832
Ally Financial
Michigan
$2.94M
AAIM
833
American Assets Investment Management
California
$2.94M
PS
834
Pensionfund Sabic
Netherlands
$2.94M +$3.24M +15,000 New
LA
835
LVW Advisors
New York
$2.94M -$20.5K -95 -0.6%
AMI
836
Amica Mutual Insurance
Rhode Island
$2.92M
NG
837
Northstar Group
New York
$2.92M +$20.9K +97 +0.7%
WSCM
838
Wellington Shields Capital Management
New York
$2.92M +$216 +1 +0%
GIA
839
Guyasuta Investment Advisors
Pennsylvania
$2.92M
FIM
840
Fernwood Investment Management
Massachusetts
$2.91M
HCM
841
Hodges Capital Management
Texas
$2.9M +$1.17M +5,430 +58%
DMBA
842
Deseret Mutual Benefit Administrators
Utah
$2.89M +$2.37M +10,958 +288%
NC
843
NovaPoint Capital
Georgia
$2.89M +$48.2K +223 +2%
CIA
844
Choate Investment Advisors
Massachusetts
$2.88M -$198K -915 -6%
PAG
845
Private Advisory Group
Washington
$2.87M -$876K -4,055 -22%
VAS
846
Valicenti Advisory Services
New York
$2.87M +$40K +185 +1%
NAMP
847
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.86M +$3.24K +15 +0.1%
HA
848
Hamel Associates
New Jersey
$2.85M -$143K -663 -4%
EWM
849
Endurance Wealth Management
Rhode Island
$2.84M
SIM
850
Stratos Investment Management
Ohio
$2.84M +$696K +3,225 +29%

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.