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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
FDCC
1526
Foster Dykema Cabot & Co
Massachusetts
$654K +$10K +45 +2%
APA
1527
Allegiant Private Advisors
Florida
$653K +$445 +2 +0.1%
IA
1528
IFG Advisors
Missouri
$653K +$1.11K +5 +0.2%
DWA
1529
Dougherty Wealth Advisers
Minnesota
$651K
PIM
1530
Perpetual Investment Management
Australia
$651K +$134K +600 +25%
MA
1531
MONECO Advisors
Connecticut
$650K -$164K -738 -20%
TSWM
1532
Triangle Securities Wealth Management
North Carolina
$643K -$44.5K -200 -6%
TSS
1533
Thomas Story & Son
Indiana
$643K
NHC
1534
Nicholas Hoffman & Company
Georgia
$640K +$29.8K +134 +5%
Financial Engines Advisors
1535
Financial Engines Advisors
California
$639K -$60.6K -272 -9%
HL
1536
HeadInvest LLC
Maine
$639K -$4.45K -20 -0.7%
CF
1537
Copperwynd Financial
Arizona
$638K +$11.6K +52 +2%
KC
1538
Kingfisher Capital
North Carolina
$635K -$24K -108 -4%
BOS
1539
Bingham Osborn & Scarborough
California
$633K +$118K +529 +23%
ISWM
1540
Independent Solutions Wealth Management
New York
$629K +$92.6K +416 +17%
GC
1541
Garde Capital
Washington
$627K
BRWM
1542
B. Riley Wealth Management
Tennessee
$626K
EWM
1543
Empirical Wealth Management
Washington
$623K -$14.5K -65 -2%
FRM
1544
Fox Run Management
Connecticut
$616K +$623K +2,800 New
MMHP
1545
Murphy Middleton Hinkle & Parker
Georgia
$614K
HWA
1546
HHM Wealth Advisors
Tennessee
$611K +$22.3K +100 +4%
SIM
1547
SSI Investment Management
California
$607K -$2.23K -10 -0.4%
PH
1548
Pinnacle Holdings
Oklahoma
$607K -$14K -63 -2%
PSP
1549
Principal Street Partners
Tennessee
$606K -$899K -4,039 -59%
IFG
1550
Independent Financial Group
California
$605K +$159K +713 +35%

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.