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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
WS
876
Wedbush Securities
California
$2.65M +$25.7K +119 +0.9%
CCM
877
Cullen Capital Management
New York
$2.64M -$234K -1,084 -7%
VPIM
878
Vanguard Personalized Indexing Management
California
$2.64M +$888K +4,112 +44%
MA
879
Montag & Associates
Georgia
$2.63M -$19.7K -91 -0.7%
CIA
880
Capital Investment Advisors
Georgia
$2.62M -$54.4K -252 -2%
CNC
881
Canandaigua National Corp
New York
$2.62M +$284K +1,313 +11%
WWA
882
WC Walker & Associates
California
$2.62M +$59.4K +275 +2%
NIM
883
Nicollet Investment Management
Minnesota
$2.62M -$1.94K -9 -0.1%
DAS
884
Dynamic Advisor Solutions
Arizona
$2.6M +$122K +564 +4%
AWM
885
Altium Wealth Management
New York
$2.6M +$2.81K +13 +0.1%
Acadian Asset Management
886
Acadian Asset Management
Massachusetts
$2.6M -$1.72M -7,986 -38%
MRCM
887
M&R Capital Management
New Jersey
$2.59M +$62.6K +290 +2%
SFG
888
SNS Financial Group
Minnesota
$2.59M +$77.5K +359 +3%
MGIA
889
Moneta Group Investment Advisors
Missouri
$2.58M +$229K +1,061 +9%
BS
890
Boenning & Scattergood
Pennsylvania
$2.57M +$22K +102 +0.8%
HAI
891
Hennessy Advisors Inc
California
$2.57M -$64.8K -300 -2%
Nomura Holdings
892
Nomura Holdings
Japan
$2.57M +$1.1M +5,101 +67%
CCG
893
Chatham Capital Group
Georgia
$2.56M +$238K +1,100 +9%
OPS
894
Orion Portfolio Solutions
Nebraska
$2.56M +$464K +2,150 +20%
AAS
895
Avantax Advisory Services
Texas
$2.55M -$135K -627 -5%
FBC
896
Fairfield, Bush & Co
Connecticut
$2.54M +$220K +1,017 +9%
OC
897
Oakworth Capital
Alabama
$2.52M +$130K +600 +5%
HW
898
Hedeker Wealth
Illinois
$2.5M -$1.67M -7,741 -38%
Lido Advisors
899
Lido Advisors
California
$2.48M +$404K +1,871 +17%
CTI
900
Community Trust & Investment
Kentucky
$2.48M +$1.98M +9,175 +263%

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.