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Union Pacific

2,194 hedge funds and large institutions have $112B invested in Union Pacific in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 950 increasing their positions, 749 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 950 | Existing positions reduced: 749

26% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.4B

0% less funds holding

Funds holding: 2,1972,194 (-3)

0.87% less ownership

Funds ownership: 77.71%76.84% (-0.87%)

3% less capital invested

Capital invested by funds: $115B → $112B (-$3.21B)

28% less funds holding in top 10

Funds holding in top 10: 8662 (-24)

Holders
2,194
Holders Change
-3
Holders Change %
-0.14%
% of All Funds
38.18%
Holding in Top 10
62
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-27.91%
% of All Funds
1.08%
New
122
Increased
950
Reduced
749
Closed
96
Calls
$1.76B
Puts
$1.4B
Net Calls
+$363M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1076
Biltmore Family Office
North Carolina
$1.75M
FLI
1077
Family Legacy Inc
South Carolina
$1.72M +$22.7K +102 +1%
QI
1078
Qtron Investments
Massachusetts
$1.72M +$984K +4,421 +130%
QC
1079
Quaero Capital
Switzerland
$1.72M
CW
1080
CreativeOne Wealth
Kansas
$1.71M +$429K +1,925 +33%
TLP
1081
Trinity Legacy Partners
Texas
$1.71M +$1.74M +7,812 New
OFS
1082
Oldfather Financial Services
Nebraska
$1.71M +$891 +4 +0.1%
CMI
1083
Clare Market Investments
Texas
$1.7M -$32.3K -145 -2%
ADBIC
1084
A.D. Beadell Investment Counsel
Wisconsin
$1.7M +$2.23K +10 +0.1%
AAM
1085
AR Asset Management
California
$1.69M
JWCA
1086
J.W. Coons Advisors
Ohio
$1.69M -$14.7K -66 -0.9%
MPPLM
1087
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.69M +$809K +3,633 +89%
ZIC
1088
ZWJ Investment Counsel
Georgia
$1.69M
BWM
1089
Baystate Wealth Management
Massachusetts
$1.69M +$2.9K +13 +0.2%
CGL
1090
Clarius Group LLC
Washington
$1.68M +$18.7K +84 +1%
QCM
1091
Quest Capital Management
Texas
$1.68M +$121K +542 +8%
Nomura Holdings
1092
Nomura Holdings
Japan
$1.67M +$901K +4,047 +114%
BFA
1093
Beaumont Financial Advisors
Massachusetts
$1.66M +$2.45K +11 +0.1%
CWM
1094
Concentric Wealth Management
California
$1.66M -$22.3K -100 -1%
HIA
1095
Harbor Investment Advisory
Maryland
$1.65M -$3.12K -14 -0.2%
LWM
1096
Loveless Wealth Management
Montana
$1.65M -$51.2K -230 -3%
SCM
1097
Spreng Capital Management
Ohio
$1.65M +$59.2K +266 +4%
JCM
1098
Jacobi Capital Management
Pennsylvania
$1.65M +$10K +45 +0.6%
BAMF
1099
BI Asset Management Fondsmaeglerselskab
Denmark
$1.64M
CB
1100
Community Bank
New York
$1.64M +$429K +1,926 +35%

UNP Hedge Fund Activity: Q2 2021 in Review

2,194 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2021, worth a combined $112B — down 2.8% from $115B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new UNP positions and 96 closed out — a net gain of 26 holders — while 950 added to existing stakes and 749 trimmed.

The largest buyer was Macquarie Group, adding an estimated $349M. The largest seller was Wellington Management Group, cutting an estimated $483M.

  • 2,194 institutional investors held Union Pacific (UNP) as of Q2 2021, down from 2,197 in Q1 2021.
  • Funds reported $112B of Union Pacific stock for Q2 2021, down 2.8% quarter-over-quarter.
  • 122 funds opened new Union Pacific positions in Q2 2021 and 96 closed out, a net change of +26 holders.
  • The largest Union Pacific buyer in Q2 2021 was Macquarie Group, an estimated $349M added.
  • The largest Union Pacific seller in Q2 2021 was Wellington Management Group, an estimated $483M sold.

Based on aggregated 13F filings for Q2 2021.