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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
1576
Exencial Wealth Advisors
Oklahoma
$574K -$85.5K -384 -13%
BBNB
1577
Baker Boyer National Bank
Washington
$573K +$598K +2,687 New
ACA
1578
Ackerman Capital Advisors
Texas
$572K
MPIA
1579
Mountain Pacific Investment Advisers
Idaho
$570K
WAAG
1580
Wealth Alliance Advisory Group
Kansas
$569K +$10.2K +46 +2%
WFC
1581
Western Financial Corp
California
$568K +$46.1K +207 +9%
DBG
1582
De Burlo Group
Massachusetts
$564K +$44.5K +200 +8%
ICM
1583
IMS Capital Management
Oregon
$563K
ALAM
1584
Asahi Life Asset Management
Japan
$563K +$93.5K +420 +20%
QAM
1585
QCI Asset Management
New York
$561K -$80.8K -363 -12%
WRM
1586
Weybosset Research & Management
Rhode Island
$561K +$22.3K +100 +4%
CCM
1587
Carlson Capital Management
Minnesota
$560K +$4.9K +22 +0.9%
SFO
1588
Stokes Family Office
Louisiana
$560K +$322K +1,444 +131%
ARMT
1589
Amica Retiree Medical Trust
Rhode Island
$558K -$106K -477 -16%
FNBOH
1590
First National Bank of Hutchinson
Kansas
$558K -$21.8K -98 -4%
AA
1591
Apriem Advisors
California
$558K
SWA
1592
SFMG Wealth Advisors
Texas
$558K +$6.68K +30 +1%
FA
1593
Financial Advisors
Massachusetts
$557K -$8.02K -36 -1%
JSL
1594
JT Stratford LLC
Georgia
$553K +$21.2K +95 +4%
TIM
1595
Tortoise Investment Management
New York
$552K
MIM
1596
Montgomery Investment Management
Maryland
$550K
BWM
1597
BerganKDV Wealth Management
Minnesota
$548K +$223 +1 +0%
PCH
1598
PGIM Custom Harvest
New Jersey
$547K +$19.6K +88 +4%
BCA
1599
Berman Capital Advisors
Georgia
$546K +$89.5K +402 +19%
MOS
1600
MGO One Seven
Ohio
$544K +$115K +517 +26%

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.