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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
EWA
1376
ERTS Wealth Advisors
Michigan
$907K
HWA
1377
Heartwood Wealth Advisors
Virginia
$907K
SWP
1378
Strategic Wealth Partners
Ohio
$905K +$671K +3,014 +273%
WA
1379
WBH Advisory
Maryland
$904K +$223 +1 +0%
PAM
1380
Paradigm Asset Management
New York
$902K
SSCA
1381
South Shore Capital Advisors
Massachusetts
$901K +$5.12K +23 +0.6%
SIG
1382
Sky Investment Group
Connecticut
$900K
HP
1383
Hikari Power
Japan
$897K
BHTS
1384
Bar Harbor Trust Services
Maine
$884K -$3.79K -17 -0.4%
CT
1385
Columbia Trust
Oregon
$882K -$219K -985 -20%
FCB
1386
First Command Bank
Texas
$881K -$27.8K -125 -3%
FCFS
1387
First Command Financial Services
Texas
$881K -$27.8K -125 -3%
LWAM
1388
Legacy Wealth Asset Management
Minnesota
$881K +$13.6K +61 +2%
BFS
1389
Bard Financial Services
Connecticut
$880K
DSAM
1390
Dock Street Asset Management
Florida
$880K
RCA
1391
Rex Capital Advisors
Rhode Island
$880K
UM
1392
Ulysses Management
New York
$880K +$223K +1,000 +33%
BHWM
1393
Bar Harbor Wealth Management
New Hampshire
$876K -$3.56K -16 -0.4%
OCM
1394
Orser Capital Management
Texas
$866K
BMM
1395
Buffington Mohr McNeal
Idaho
$863K -$5.57K -25 -0.6%
TAM
1396
Trillium Asset Management
Massachusetts
$861K +$203K +911 +30%
IBOK
1397
Independence Bank of Kentucky
Kentucky
$860K +$32.3K +145 +4%
CC
1398
Courier Capital
New York
$858K -$7.57K -34 -0.9%
MCCP
1399
Mission Creek Capital Partners
California
$858K
SW
1400
SteelPeak Wealth
California
$857K -$576K -2,586 -40%

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.