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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
CRWM
1226
Castle Rock Wealth Management
California
$1.27M +$201K +903 +19%
CSS
1227
Cubist Systematic Strategies
Connecticut
$1.26M -$12M -53,788 -90%
MFW
1228
Meristem Family Wealth
Minnesota
$1.26M +$532K +2,389 +71%
HCM
1229
Hutchinson Capital Management
California
$1.26M
CCA
1230
Checchi Capital Advisers
California
$1.26M -$37K -166 -3%
AWM
1231
Aberdeen Wealth Management
Illinois
$1.26M
GFS
1232
GYL Financial Synergies
Connecticut
$1.26M +$43.6K +196 +4%
IFWM
1233
Institute for Wealth Management
Colorado
$1.25M +$17.1K +77 +1%
MWM
1234
Mascoma Wealth Management
New Hampshire
$1.25M +$49.2K +221 +4%
SWM
1235
SeaCrest Wealth Management
New York
$1.25M +$2.23K +10 +0.2%
NIG
1236
NFJ Investment Group
Texas
$1.24M +$1.26M +5,651 +113,020%
AFS
1237
Aft Forsyth & Sober
Florida
$1.24M
AA
1238
Argent Advisors
Louisiana
$1.24M +$49.9K +224 +4%
TW
1239
TrinityPoint Wealth
Connecticut
$1.24M -$1.78M -7,982 -59%
SSWM
1240
Sheets Smith Wealth Management
North Carolina
$1.24M +$891 +4 +0.1%
RFA
1241
Reilly Financial Advisors
California
$1.24M +$138K +620 +12%
AIIMS
1242
Analyst IMS Investment Management Services
Israel
$1.23M +$312K +1,400 +33%
TH
1243
TCTC Holdings
Texas
$1.23M -$21.8K -98 -2%
GWAG
1244
Garrett Wealth Advisory Group
Texas
$1.23M +$223 +1 +0%
STB
1245
S&T Bank
Pennsylvania
$1.23M -$445 -2 -0%
EP
1246
Eudaimonia Partners
Tennessee
$1.23M +$116K +519 +10%
CP
1247
Covenant Partners
Tennessee
$1.23M
EWM
1248
Evermay Wealth Management
Virginia
$1.23M
FFG
1249
Fortem Financial Group
California
$1.23M +$71K +319 +6%
AWP
1250
Accretive Wealth Partners
New Jersey
$1.23M +$104K +467 +9%

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.