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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
ACM
1601
Ativo Capital Management
Illinois
$543K -$31.2K -140 -5%
SHGA
1602
Sand Hill Global Advisors
California
$542K +$11.8K +53 +2%
BW
1603
Bison Wealth
Georgia
$542K +$31K +139 +6%
VAM
1604
Verity Asset Management
North Carolina
$541K +$1.11K +5 +0.2%
TNB
1605
Thomasville National Bank
Georgia
$536K -$55.9K -251 -9%
NFG
1606
Next Financial Group
Texas
$535K +$43.2K +194 +9%
LWMG
1607
Levy Wealth Management Group
Pennsylvania
$531K +$223 +1 +0%
WA
1608
Wambolt & Associates
Colorado
$531K +$223 +1 +0%
GSIS
1609
Global Strategic Investment Solutions
Arizona
$530K -$589K -2,646 -52%
TC
1610
Trust Company
Kansas
$530K -$117K -527 -18%
CG
1611
CFO4Life Group
Texas
$530K +$1.78K +8 +0.3%
BONH
1612
Bank of New Hampshire
New Hampshire
$530K +$536K +2,408 New
IIA
1613
ICW Investment Advisors
Arizona
$527K +$11.8K +53 +2%
CAG
1614
Crestwood Advisors Group
Massachusetts
$525K -$36.7K -165 -6%
WI
1615
WrapManager Inc
California
$523K -$22.3K -100 -4%
PWPS
1616
Pinnacle Wealth Planning Services
Ohio
$522K +$2.67K +12 +0.5%
EGM
1617
Engineers Gate Manager
New York
$521K -$2.54M -11,388 -83%
SP
1618
Successful Portfolios
Florida
$521K
LWAC
1619
Laurel Wealth Advisors (California)
California
$519K +$181K +812 +52%
HCMG
1620
Howard Capital Management Group
California
$517K -$22.3K -100 -4%
ECM
1621
ExodusPoint Capital Management
New York
$514K -$4.3M -19,302 -89%
PCP
1622
Proficio Capital Partners
Massachusetts
$513K +$2K +9 +0.4%
RMAM
1623
Raab & Moskowitz Asset Management
New Jersey
$510K
HCMT
1624
Highland Capital Management (Tennessee)
Tennessee
$509K
KF
1625
Krilogy Financial
Missouri
$508K +$43.6K +196 +9%

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.