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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
BI
1551
Ballast Inc
Kentucky
$603K
CFSG
1552
Clark Financial Services Group
Missouri
$602K -$5.12K -23 -0.8%
AG
1553
AlphaSimPlex Group
Massachusetts
$597K -$379K -1,703 -39%
TNAM
1554
Terra Nova Asset Management
New York
$597K +$668 +3 +0.1%
WPW
1555
Waldron Private Wealth
Pennsylvania
$592K -$122K -546 -17%
LB
1556
Leo Brokerage
Texas
$592K +$220K +987 +58%
BHBT
1557
Burke & Herbert Bank & Trust
Virginia
$590K -$12.2K -55 -2%
IWA
1558
Intercontinental Wealth Advisors
Texas
$589K
FFC
1559
First Financial Corp
Indiana
$589K +$548K +2,460 +1,118%
TFS
1560
Thoroughbred Financial Services
Tennessee
$588K -$16.7K -75 -3%
ODCM
1561
Old Dominion Capital Management
Virginia
$588K
SFG
1562
Sunburst Financial Group
Alabama
$588K +$3.79K +17 +0.6%
GLLW
1563
Graves Light Lenhart Wealth
Virginia
$587K
LSA
1564
Leonteq Securities AG
Switzerland
$587K -$239K -1,073 -29%
NEPPG
1565
New England Professional Planning Group
Rhode Island
$586K -$22.9K -103 -4%
LFA
1566
Legacy Financial Advisors
Kentucky
$584K -$73K -328 -11%
TFS
1567
TrustCore Financial Services
Tennessee
$584K +$3.79K +17 +0.6%
KA
1568
Kovack Advisors
Florida
$584K +$51.9K +233 +10%
EWM
1569
Edge Wealth Management
New York
$582K
ICG
1570
InterOcean Capital Group
Tennessee
$578K -$7.13K -32 -1%
TCM
1571
Traynor Capital Management
Pennsylvania
$578K +$9.57K +43 +2%
BBA
1572
BLB&B Advisors
Pennsylvania
$578K +$18.7K +84 +3%
AIC
1573
Ameritas Investment Company
Nebraska
$577K -$111K -499 -23%
FPF
1574
First Pacific Financial
Washington
$577K +$51.9K +233 +10%
FMW
1575
Farr Miller & Washington
District of Columbia
$576K

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.