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
LWANC
951
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.16M -$10.8K -50 -0.5%
TI
952
Tidal Investments
Wisconsin
$2.15M +$578K +2,677 +32%
TA
953
Townsend & Associates
Colorado
$2.15M +$213K +988 +11%
LNC
954
Lincoln National Corp
Pennsylvania
$2.15M +$20.1K +93 +0.9%
CM
955
Capula Management
Cayman Islands
$2.13M +$388K +1,795 +20%
AFG
956
Allegheny Financial Group
Pennsylvania
$2.12M -$2.38K -11 -0.1%
HI
957
Harbour Investments
Wisconsin
$2.12M +$8.21K +38 +0.4%
CSA
958
Cottage Street Advisors
Massachusetts
$2.12M -$2.16K -10 -0.1%
LS
959
Livforsakringsbolaget Skandia
Sweden
$2.11M -$454K -2,100 -16%
SNBOSCI
960
Security National Bank of Sioux City Iowa
Iowa
$2.1M -$24.6K -114 -1%
CA
961
Clearstead Advisors
Ohio
$2.1M +$3.46K +16 +0.1%
Fiera Capital (Canada)
962
Fiera Capital (Canada)
Quebec, Canada
$2.09M +$8.21K +38 +0.4%
FBT
963
First Bankers Trust
Kentucky
$2.09M +$142K +657 +7%
AMIM
964
Aull & Monroe Investment Management
Alabama
$2.09M
KFS
965
Kurt F. Somerville
$2.08M -$130K -600 -5%
FNT
966
First National Trust
Pennsylvania
$2.08M -$41.5K -192 -2%
MHIC
967
Marble Harbor Investment Counsel
Massachusetts
$2.07M
PT
968
Plimoth Trust
Massachusetts
$2.07M +$167K +772 +8%
DJSG
969
D.J. St. Germain
Massachusetts
$2.07M -$9.29K -43 -0.4%
PGIM
970
Pacific Global Investment Management
California
$2.06M +$14.7K +68 +0.7%
RMC
971
Resources Management Corp
Connecticut
$2.05M -$47.5K -220 -2%
PFT
972
Providence First Trust
Arizona
$2.05M -$6.26K -29 -0.3%
HH
973
Hilltop Holdings
Texas
$2.04M -$30.7K -142 -1%
BFO
974
Biltmore Family Office
North Carolina
$2.04M +$526K +2,438 +31%
BA
975
Bridgewater Advisors
New York
$2.03M +$13K +60 +0.6%

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.