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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
CCB
851
Cutter & Co Brokerage
Missouri
$2.83M -$155K -720 -5%
WCM
852
Wunderlich Capital Managemnt
Tennessee
$2.82M +$87K +403 +3%
TI
853
Trexquant Investment
Connecticut
$2.82M +$1.74M +8,078 +128%
CNFG
854
Creegan & Nassoura Financial Group
New Hampshire
$2.8M
NAM
855
NorthCoast Asset Management
Connecticut
$2.79M +$117K +540 +4%
JWCA
856
J.W. Cole Advisors
Florida
$2.79M -$42.8K -198 -1%
IB
857
Intrust Bank
Kansas
$2.78M -$22K -102 -0.7%
MWA
858
Meridian Wealth Advisors
Texas
$2.78M +$93.7K +434 +3%
FA
859
Financial Advantage
Maryland
$2.78M -$1.24M -5,724 -29%
BIC
860
Beach Investment Counsel
Pennsylvania
$2.77M -$5.18K -24 -0.2%
CT
861
Coastline Trust
Rhode Island
$2.77M +$15.1K +70 +0.5%
BRC
862
Bishop Rock Capital
New York
$2.76M -$7.85M -36,360 -72%
HSA
863
HBK Sorce Advisory
Pennsylvania
$2.76M +$362K +1,674 +14%
IC
864
IEQ Capital
California
$2.73M -$55.5K -257 -2%
RWA
865
Ropes Wealth Advisors
Massachusetts
$2.73M -$680K -3,147 -18%
CP
866
Cumberland Partners
Ontario, Canada
$2.73M +$292K +1,350 +11%
SG
867
Stonnington Group
California
$2.71M -$520K -2,407 -16%
SFS
868
Strategic Financial Services
New York
$2.71M -$65.7K -304 -2%
CG
869
Colony Group
Massachusetts
$2.68M -$268K -1,239 -8%
CCT
870
Country Club Trust
Missouri
$2.68M +$79.7K +369 +3%
WI
871
Wedgewood Investors
Pennsylvania
$2.67M -$14K -65 -0.5%
SLG
872
Stanley-Laman Group
Pennsylvania
$2.67M +$180K +833 +7%
CNBTD
873
Citizens National Bank Trust Department
Mississippi
$2.66M +$58.7K +272 +2%
GH
874
GAM Holding
Switzerland
$2.65M -$18.6K -86 -0.6%
CCM
875
Condor Capital Management
New Jersey
$2.65M +$50.5K +234 +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.