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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
SIM
1401
Sterling Investment Management
Arizona
$856K +$866K +3,891 New
GIM
1402
Goelzer Investment Management
Indiana
$855K +$109K +490 +14%
MJP
1403
Michael J. Puzo
$852K -$22.3K -100 -3%
GAMC
1404
Garner Asset Management Corp
Texas
$851K
NFG
1405
Norris Financial Group
South Carolina
$850K +$8.24K +37 +1%
PA
1406
Probity Advisors
Texas
$850K -$150K -674 -15%
CSWG
1407
Cardinal Strategic Wealth Guidance
Kentucky
$850K -$32.1K -144 -4%
BWM
1408
BigSur Wealth Management
Florida
$847K
UF
1409
Univest Financial
Pennsylvania
$846K -$33.4K -150 -4%
AWA
1410
ARS Wealth Advisors
Florida
$846K +$668 +3 +0.1%
PFG
1411
PAX Financial Group
Texas
$842K +$22.9K +103 +3%
JFGIW
1412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$841K +$158K +708 +23%
TTWM
1413
TCV Trust & Wealth Management
Virginia
$839K -$82.4K -370 -9%
DMBA
1414
Deseret Mutual Benefit Administrators
Utah
$837K +$848K +3,806 New
IP
1415
Intellectus Partners
California
$835K -$210K -941 -20%
GLA
1416
Good Life Advisors
Pennsylvania
$835K -$9.57K -43 -1%
B
1417
Brightworth
Georgia
$832K +$6.46K +29 +0.8%
PHK
1418
Point72 Hong Kong
Hong Kong
$832K +$590K +2,649 +234%
ACM
1419
AlphaStar Capital Management
North Carolina
$830K +$53.7K +241 +7%
AB
1420
Atlas Brown
Kentucky
$823K
DI
1421
DAGCO Inc
Ohio
$822K -$16.3K -73 -2%
BWA
1422
Burt Wealth Advisors
Maryland
$821K
CA
1423
Cornerstone Advisory
Maryland
$821K
HCA
1424
Heck Capital Advisors
Wisconsin
$820K +$12.2K +55 +1%
NWM
1425
Northwest Wealth Management
Iowa
$820K -$1.56K -7 -0.2%

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.