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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
AWM
1276
Apollon Wealth Management
South Carolina
$1.17M -$9.35K -42 -0.8%
TW
1277
Transform Wealth
Colorado
$1.16M -$23.8K -107 -2%
HW
1278
Hancock Whitney
Mississippi
$1.16M +$10.2K +46 +0.9%
AF
1279
Aldebaran Financial
$1.16M -$111K -500 -9%
CIC
1280
Cornercap Investment Counsel
Georgia
$1.16M -$101K -452 -8%
KCM
1281
Kendall Capital Management
Maryland
$1.15M -$34.7K -156 -3%
SRC
1282
Shufro Rose & Co
New York
$1.15M
HPIA
1283
Hamilton Point Investment Advisors
North Carolina
$1.15M -$9.35K -42 -0.8%
GA
1284
Gateway Advisory
New Jersey
$1.15M +$11.6K +52 +1%
CFFP
1285
Center for Financial Planning
Michigan
$1.15M +$1.11K +5 +0.1%
PHS
1286
Pekin Hardy Strauss
Illinois
$1.14M
BEI
1287
Benjamin Edwards Inc
Missouri
$1.14M +$51K +229 +5%
SIA
1288
SkyView Investment Advisors
New Jersey
$1.14M
WANY
1289
Wealthspire Advisors (New York)
New York
$1.13M -$2.97M -13,350 -72%
GWSG
1290
GPS Wealth Strategies Group
Colorado
$1.12M +$16K +72 +1%
SFO
1291
Standard Family Office
South Dakota
$1.12M +$66.8K +300 +6%
OMC
1292
Overbrook Management Corp
New York
$1.11M -$20K -90 -2%
ECM
1293
EagleClaw Capital Management
Massachusetts
$1.11M +$638K +2,866 +130%
OFS
1294
Orrstown Financial Services
Pennsylvania
$1.1M -$232K -1,042 -17%
XWM
1295
Xcel Wealth Management
Florida
$1.1M +$405K +1,820 +57%
GDP
1296
Great Diamond Partners
Maine
$1.1M -$1.11K -5 -0.1%
FMBTD
1297
First Midwest Bank Trust Division
Illinois
$1.1M -$188K -843 -14%
SFSIG
1298
San Francisco Sentry Investment Group
California
$1.1M +$9.13K +41 +0.8%
CCM
1299
Coldstream Capital Management
Washington
$1.1M +$43.2K +194 +4%
RWM
1300
Ritholtz Wealth Management
New York
$1.1M +$236K +1,060 +27%

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.