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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
SP
1101
Symmetry Partners
Connecticut
$1.64M -$313K -1,407 -16%
NGA
1102
Naples Global Advisors
Florida
$1.64M
ST
1103
Spinnaker Trust
Maine
$1.63M -$11.1K -50 -0.7%
CWM
1104
Connecticut Wealth Management
Connecticut
$1.63M -$59.5K -267 -3%
CPA
1105
Court Place Advisors
Maryland
$1.63M +$35.6K +160 +2%
BPM
1106
Bowling Portfolio Management
Ohio
$1.62M -$808K -3,628 -33%
AR
1107
Advisory Research
Illinois
$1.62M -$19.4K -87 -1%
S
1108
SignatureFD
Georgia
$1.62M +$127K +569 +8%
TA
1109
Tiedemann Advisors
New York
$1.61M +$14K +63 +0.9%
CF
1110
Centaurus Financial
California
$1.61M +$49.2K +221 +3%
BFEC
1111
Benjamin F. Edwards & Company
Missouri
$1.61M +$23.6K +106 +1%
RCAG
1112
Rehmann Capital Advisory Group
Michigan
$1.61M -$668 -3 -0%
GAG
1113
GM Advisory Group
New York
$1.6M -$30.3K -136 -2%
CFGS
1114
Concourse Financial Group Securities
Alabama
$1.59M +$42.8K +192 +3%
WSTAM
1115
Wilbanks Smith & Thomas Asset Management
Virginia
$1.59M +$35.9K +161 +2%
DC
1116
DeDora Capital
California
$1.58M +$24.7K +111 +2%
GAM
1117
Grandview Asset Management
Pennsylvania
$1.58M +$190K +852 +13%
LWMM
1118
Legacy Wealth Management (Mississippi)
Mississippi
$1.58M +$44.5K +200 +3%
VAG
1119
VisionPoint Advisory Group
Texas
$1.57M -$529K -2,377 -25%
GTAM
1120
Global Trust Asset Management
Florida
$1.57M
SIM
1121
Sentry Investment Management
Wisconsin
$1.57M +$152K +684 +11%
RIL
1122
Rothschild Investment LLC
Illinois
$1.56M +$772K +3,469 +95%
AUB
1123
Atlantic Union Bankshares
Virginia
$1.56M +$35.9K +161 +2%
KPW
1124
Kore Private Wealth
New York
$1.56M +$524K +2,351 +50%
AAM
1125
Azzad Asset Management
Virginia
$1.55M +$25.6K +115 +2%

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.