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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
MP
1451
McDonald Partners
Ohio
$770K +$72.6K +326 +10%
PCM
1452
Prelude Capital Management
New York
$769K +$778K +3,495 New
CTI
1453
Community Trust & Investment
Kentucky
$768K +$336K +1,509 +76%
NPA
1454
Nichols & Pratt Advisers
Massachusetts
$765K
CIAS
1455
Capital Investment Advisory Services
North Carolina
$765K +$8.91K +40 +1%
SBIA
1456
Sheaff Brock Investment Advisors
Indiana
$765K +$14.3K +64 +2%
FAG
1457
Financial Advisory Group
Texas
$764K +$22.3K +100 +3%
FWM
1458
Fairhaven Wealth Management
Illinois
$762K
EAM
1459
Evanson Asset Management
California
$761K -$440K -1,975 -36%
MCM
1460
Mengis Capital Management
Oregon
$760K
CFMC
1461
Curbstone Financial Management Corp
New Hampshire
$758K -$22.3K -100 -3%
AMG
1462
Advisors Management Group
Wisconsin
$758K +$3.12K +14 +0.4%
WCM
1463
Weld Capital Management
New York
$757K -$2.45M -11,016 -76%
SIG
1464
Sargent Investment Group
Maryland
$748K +$7.79K +35 +1%
4WM
1465
44 Wealth Management
Oregon
$746K -$56.8K -255 -7%
MWPCG
1466
Measured Wealth Private Client Group
New Hampshire
$744K
KCM
1467
Kanawha Capital Management
Virginia
$743K -$28.9K -130 -4%
AC
1468
Alexandria Capital
Virginia
$743K
OPA
1469
Old Port Advisors
Maine
$742K +$2K +9 +0.3%
WWM
1470
Western Wealth Management
Colorado
$742K +$273K +1,225 +57%
MYIA
1471
Mount Yale Investment Advisors
Colorado
$741K -$22.7K -102 -3%
WC
1472
Woodstock Corp
Massachusetts
$737K
RM
1473
Resource Management
Louisiana
$736K -$163K -733 -18%
CIC
1474
Crawford Investment Counsel
Georgia
$733K -$5.79K -26 -0.8%
BMA
1475
Brooks Moore & Associates
Tennessee
$731K -$5.57K -25 -0.7%

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.