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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
LIM
1126
Leavell Investment Management
Alabama
$1.55M
FMWA
1127
Forvis Mazars Wealth Advisors
Missouri
$1.54M +$88.2K +396 +6%
PI
1128
Parkside Investments
Illinois
$1.54M -$223K -1,000 -13%
RA
1129
RFG Advisory
Alabama
$1.54M +$13.1K +59 +0.9%
AI
1130
AXS Investments
New York
$1.54M +$20.9K +94 +1%
IWM
1131
IHT Wealth Management
Illinois
$1.53M +$423K +1,901 +37%
CCWA
1132
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.53M +$1.55M +6,965 New
FA
1133
FDx Advisors
Illinois
$1.53M +$37.2K +167 +2%
EH
1134
Equitable Holdings
New York
$1.52M +$73.7K +331 +5%
OKSA
1135
O'Keefe Stevens Advisory
New York
$1.52M
BFG
1136
Bouchey Financial Group
New York
$1.52M -$223 -1 -0%
IC
1137
Inverness Counsel
New York
$1.52M -$122K -549 -7%
MAM
1138
Mastrapasqua Asset Management
Tennessee
$1.52M +$154K +690 +11%
EI
1139
Ethic Inc
New York
$1.51M +$277K +1,244 +22%
SAM
1140
Summit Asset Management
Tennessee
$1.51M +$445 +2 +0%
TAL
1141
TIG Advisors LLC
New York
$1.51M +$1.53M +6,880 New
SBL
1142
Sargent Bickham Lagudis
Colorado
$1.5M -$12.5K -56 -0.8%
BSI
1143
Bennett Selby Investments
Maine
$1.5M +$445 +2 +0%
FDS
1144
Freedom Day Solutions
Texas
$1.5M -$57.7K -259 -4%
ESB
1145
Essex Savings Bank
Connecticut
$1.5M -$7.13K -32 -0.5%
CC
1146
Chicago Capital
Illinois
$1.5M
ACS
1147
Archford Capital Strategies
Illinois
$1.49M +$251K +1,127 +20%
BCM
1148
Barometer Capital Management
Ontario, Canada
$1.49M -$3.77M -16,917 -71%
JWBC
1149
J.W. Burns & Co
New York
$1.48M -$56.8K -255 -4%
BP
1150
Ballentine Partners
Massachusetts
$1.48M +$96.2K +432 +7%

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.