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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
SDH
1201
Sloy Dahl & Holst
Washington
$1.32M
KTM
1202
Keeler Thomas Management
Utah
$1.32M -$1.78K -8 -0.1%
CCM
1203
Compton Capital Management
Rhode Island
$1.32M
TWA
1204
TCI Wealth Advisors
Arizona
$1.31M +$8.46K +38 +0.6%
RIM
1205
Redwood Investment Management
Arizona
$1.31M +$387K +1,739 +41%
NP
1206
Ninepoint Partners
Ontario, Canada
$1.31M +$137K +615 +11%
RIM
1207
Regent Investment Management
Kentucky
$1.31M
GC
1208
Grimes & Company
Massachusetts
$1.31M +$219K +983 +20%
ERIM
1209
Eagle Ridge Investment Management
Connecticut
$1.3M -$13.4K -60 -1%
BHIC
1210
Bassett Hargrove Investment Counsel
Delaware
$1.3M +$1.32M +5,924 New
TFA
1211
Teamwork Financial Advisors
Texas
$1.3M +$742K +3,331 +129%
FNWM
1212
Financial Network Wealth Management
Utah
$1.3M
AHC
1213
Anderson Hoagland & Co
Missouri
$1.3M -$47.4K -213 -3%
ECM
1214
Evergreen Capital Management
Washington
$1.3M -$23.8K -107 -2%
YWP
1215
YorkBridge Wealth Partners
New York
$1.3M +$49.7K +223 +4%
MSA
1216
Marino Stram & Associates
Massachusetts
$1.3M +$1.31M +5,894 New
PFS
1217
Physicians Financial Services
North Carolina
$1.29M -$10.5K -47 -0.8%
FPWM
1218
FSB Premier Wealth Management
Iowa
$1.29M
PWP
1219
Principle Wealth Partners
Connecticut
$1.29M +$22.3K +100 +2%
IC
1220
Inscription Capital
Texas
$1.29M +$504K +2,265 +63%
NERM
1221
New England Research & Management
Illinois
$1.28M -$14.3K -64 -1%
LSAG
1222
Lake Street Advisors Group
New Hampshire
$1.28M +$3.34K +15 +0.3%
B
1223
Barings
North Carolina
$1.27M -$93.7K -421 -7%
SWA
1224
Stratos Wealth Advisors
Ohio
$1.27M +$215K +967 +20%
CL
1225
Choreo LLC
Illinois
$1.27M +$445 +2 +0%

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.