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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
CWM
1326
Chesapeake Wealth Management
Virginia
$1.03M -$55.9K -251 -5%
BCM
1327
BTR Capital Management
California
$1.03M
BRA
1328
Biechele Royce Advisors
Indiana
$1.03M +$142K +636 +16%
OAM
1329
Optimal Asset Management
California
$1.02M
FF
1330
FourThought Financial
Florida
$1.02M -$114K -513 -10%
EWM
1331
Elmwood Wealth Management
California
$1.02M
PCAP
1332
Pratt Collard Advisory Partners
New York
$1.02M
GHAM
1333
Gilman Hill Asset Management
Connecticut
$1.01M
QVT
1334
Quantitative Value Technologies
Kansas
$1.01M +$1.02M +4,590 New
AWC
1335
Abundance Wealth Counselors
Pennsylvania
$1.01M +$131K +587 +15%
KWM
1336
Keebeck Wealth Management
Illinois
$1M +$266K +1,196 +36%
PAM
1337
Palisade Asset Management
Minnesota
$1M -$44.5K -200 -4%
FCM
1338
Firestone Capital Management
Florida
$1M
TYCC
1339
Texas Yale Capital Corp
Florida
$1M -$70.8K -318 -7%
CG
1340
Caprock Group
Idaho
$996K +$49.9K +224 +5%
BCM
1341
Boltwood Capital Management
California
$995K
CMANY
1342
Capital Management Associates (New York)
New York
$993K
GRP
1343
Global Retirement Partners
California
$992K -$10.2K -46 -1%
WB
1344
Webster Bank
Connecticut
$991K -$24.5K -110 -2%
WPC
1345
Waters Parkerson & Co
Louisiana
$989K
SA
1346
Strategic Advisors
New York
$989K +$1M +4,501 New
EM
1347
Excalibur Management
Massachusetts
$978K -$6.68K -30 -0.7%
MS
1348
Madden Securities
Texas
$973K
DLA
1349
Douglas Lane & Associates
New York
$969K +$2.23K +10 +0.2%
LOAMS
1350
Lombard Odier Asset Management (Switzerland)
Switzerland
$968K +$324K +1,456 +49%

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.