We are live on ! Find out more
UNP icon

Union Pacific
UNP

2,197 hedge funds and large institutions have $115B invested in Union Pacific in 2021 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 929 increasing their positions, 746 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 96

25% more repeat investments, than reductions

Existing positions increased: 929 | Existing positions reduced: 746

18% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.02B

16% more funds holding in top 10

Funds holding in top 10: 74 → 86 (+12)

3% more funds holding

Funds holding: 2,142 → 2,197 (+55)

4% more capital invested

Capital invested by funds: $110B → $115B (+$4.84B)

0.8% less ownership

Funds ownership: 78.51% → 77.71% (-0.8%)

Holders
2,197
Holders Change
+55
Holders Change %
+2.57%
% of All Funds
38.57%
Holding in Top 10
86
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+16.22%
% of All Funds
1.51%
New
173
Increased
929
Reduced
746
Closed
96
Calls
$1.2B
Puts
$1.02B
Net Calls
+$180M
Net Calls Change
+$278M

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$746M
2
Bank of America
Bank of America
North Carolina
+$262M
3
N
Natixis
France
+$194M
4
BlackRock
BlackRock
New York
+$153M
5
N
Nuveen
North Carolina
+$136M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.07B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$217M
4
Citadel Advisors
Citadel Advisors
Florida
-$183M
5
Capital International Investors
Capital International Investors
California
-$162M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
926
High Note Wealth
Minnesota
$2.58M +$35.1K +167 +1%
BO
927
Bank OZK
Arkansas
$2.58M +$174K +829 +8%
MHC
928
Meyer Handelman Company
New York
$2.57M – – –
HIM
929
Hotaling Investment Management
Pennsylvania
$2.57M +$47.9K +228 +2%
HSA
930
HBK Sorce Advisory
Pennsylvania
$2.56M -$115K -549 -5%
MCAI
931
Members Capital Advisors Inc
Wisconsin
$2.55M – – –
CCG
932
Chatham Capital Group
Georgia
$2.55M +$2.22M +10,585 +1,069%
APP
933
Avantax Planning Partners
Iowa
$2.55M +$13K +62 +0.5%
PP
934
Palladium Partners
Virginia
$2.54M -$64.9K -309 -3%
TCWA
935
Ten Capital Wealth Advisors
Washington
$2.54M -$88.2K -420 -4%
GIP
936
Granite Investment Partners
California
$2.53M +$1.15M +5,500 +92%
EBT
937
Enterprise Bank & Trust
Massachusetts
$2.51M +$5.88K +28 +0.2%
CI Investments Inc
938
CI Investments Inc
Ontario, Canada
$2.51M -$932K -4,439 -28%
SC
939
Slow Capital
California
$2.5M +$75K +357 +3%
BMC
940
Beaton Management Company
Massachusetts
$2.49M – – –
OPS
941
Orion Portfolio Solutions
Nebraska
$2.47M +$29K +138 +1%
BAM
942
Barrett Asset Management
New York
$2.47M +$7.14K +34 +0.3%
GT
943
Greenleaf Trust
Michigan
$2.46M +$191K +908 +9%
CP
944
Cumberland Partners
Ontario, Canada
$2.45M +$268K +1,278 +13%
Lido Advisors
945
Lido Advisors
California
$2.45M +$97.4K +464 +4%
CA
946
Clearstead Advisors
Ohio
$2.44M +$12K +57 +0.5%
BWA
947
BDO Wealth Advisors
Florida
$2.44M +$4.83K +23 +0.2%
NEAM
948
New England Asset Management
Connecticut
$2.42M – – –
BPM
949
Bowling Portfolio Management
Ohio
$2.42M +$712K +3,391 +45%
QI
950
QS Investors
New York
$2.42M – – –
36 37
38
39 40

UNP Hedge Fund Activity: Q1 2021 in Review

2,197 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q1 2021, worth a combined $115B — up 4.4% from $110B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new UNP positions and 96 closed out — a net gain of 77 holders — while 929 added to existing stakes and 746 trimmed.

The largest buyer was DZ Bank, adding an estimated $746M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.07B.

  • 2,197 institutional investors held Union Pacific (UNP) as of Q1 2021, up from 2,142 in Q4 2020.
  • Funds reported $115B of Union Pacific stock for Q1 2021, up 4.4% quarter-over-quarter.
  • 173 funds opened new Union Pacific positions in Q1 2021 and 96 closed out, a net change of +77 holders.
  • The largest Union Pacific buyer in Q1 2021 was DZ Bank, an estimated $746M added.
  • The largest Union Pacific seller in Q1 2021 was T. Rowe Price Associates, an estimated $1.07B sold.

Based on aggregated 13F filings for Q1 2021.