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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
SNBOSD
901
Security National Bank of So Dak
Iowa
$2.48M +$369K +1,711 +16%
JCM
902
Jag Capital Management
Missouri
$2.47M +$2.72M +12,606 New
EBT
903
Enterprise Bank & Trust
Massachusetts
$2.47M +$18.4K +85 +0.7%
PL
904
Plancorp LLC
Missouri
$2.47M +$34.3K +159 +1%
AP
905
Americana Partners
Texas
$2.46M +$2.71M +12,527 New
KLCM
906
KG&L Capital Management
Louisiana
$2.45M +$545K +2,524 +25%
MPAM
907
Murphy Pohlad Asset Management
Minnesota
$2.44M -$16.2K -75 -0.6%
BC
908
Barnett & Company
Tennessee
$2.44M -$950K -4,400 -26%
IA
909
IFP Advisors
Florida
$2.44M -$22.5K -104 -0.8%
SA
910
SAM Advisors
California
$2.41M +$2.61M +12,073 New
AC
911
Asio Capital
Kentucky
$2.4M +$316K +1,464 +14%
SC
912
Slow Capital
California
$2.4M +$13.6K +63 +0.5%
SMC
913
Smith, Moore & Co
Missouri
$2.38M +$1.94K +9 +0.1%
HNW
914
High Note Wealth
Minnesota
$2.38M +$87K +403 +3%
TCOO
915
Trust Company of Oklahoma
Oklahoma
$2.38M +$58.7K +272 +2%
HT
916
Heritage Trust
Oklahoma
$2.37M +$454K +2,104 +21%
NEAM
917
New England Asset Management
Connecticut
$2.36M +$220K +1,018 +9%
ACM
918
Advent Capital Management
New York
$2.35M -$1.73M -8,000 -40%
HIM
919
Hotaling Investment Management
Pennsylvania
$2.34M +$57K +264 +2%
BCM
920
Brookstone Capital Management
Illinois
$2.33M +$227K +1,052 +11%
III
921
Independent Investors Inc
New York
$2.3M
GIP
922
Granite Investment Partners
California
$2.29M +$47.9K +222 +2%
PP
923
Palladium Partners
Virginia
$2.29M -$3.89K -18 -0.2%
GT
924
Greenleaf Trust
Michigan
$2.29M +$10.4K +48 +0.4%
SCM
925
Schnieders Capital Management
California
$2.28M +$256K +1,185 +11%

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.