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Union Pacific

2,167 hedge funds and large institutions have $98.2B invested in Union Pacific in 2021 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 946 increasing their positions, 728 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 946 | Existing positions reduced: 728

5% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 123

0% less ownership

Funds ownership: 76.84%76.84% (-0%)

1% less funds holding

Funds holding: 2,1932,167 (-26)

12% less capital invested

Capital invested by funds: $112B → $98.2B (-$13.7B)

18% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $1.46B

26% less funds holding in top 10

Funds holding in top 10: 6246 (-16)

Holders
2,167
Holders Change
-26
Holders Change %
-1.19%
% of All Funds
37.94%
Holding in Top 10
46
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-25.81%
% of All Funds
0.81%
New
129
Increased
946
Reduced
728
Closed
123
Calls
$1.19B
Puts
$1.46B
Net Calls
-$265M
Net Calls Change
-$629M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
1601
Howard Capital Management Group
California
$480K +$21.2K +98 +4%
LFA
1602
Legacy Financial Advisors
Kentucky
$479K -$46K -213 -8%
WA
1603
Wambolt & Associates
Colorado
$479K
TNB
1604
Thomasville National Bank
Georgia
$478K
AGM
1605
Alpine Global Management
New York
$475K +$524K +2,425 New
LWMG
1606
Levy Wealth Management Group
Pennsylvania
$474K +$648 +3 +0.1%
DIA
1607
Dana Investment Advisors
Wisconsin
$474K +$33.5K +155 +7%
GSIS
1608
Global Strategic Investment Solutions
Arizona
$473K +$648 +3 +0.1%
PCM
1609
Penserra Capital Management
California
$473K +$51.4K +238 +11%
MC
1610
Montag & Caldwell
Georgia
$472K -$173K -803 -25%
DI
1611
Diligent Investors
California
$472K
UAML
1612
US Asset Management LLC
Pennsylvania
$472K +$520K +2,410 New
FMW
1613
Farr Miller & Washington
District of Columbia
$471K -$47.5K -220 -8%
NIM
1614
NXG Investment Management
Texas
$470K -$4.2M -19,434 -89%
SP
1615
Successful Portfolios
Florida
$465K
MFA
1616
Mayflower Financial Advisors
Massachusetts
$462K -$6.91K -32 -2%
GCAC
1617
Guardian Capital Advisors (Canada)
Ontario, Canada
$462K
ACM
1618
Alta Capital Management
Utah
$460K -$507K -2,348 -50%
OTPPB
1619
Ontario Teachers' Pension Plan Board
Ontario, Canada
$458K +$504K +2,336 New
RMAM
1620
Raab & Moskowitz Asset Management
New Jersey
$455K
MW
1621
Marcum Wealth
Ohio
$454K -$533K -2,469 -52%
HCMT
1622
Highland Capital Management (Tennessee)
Tennessee
$454K
SHGA
1623
Sand Hill Global Advisors
California
$450K -$36.5K -169 -7%
II
1624
Inspire Investing
Idaho
$449K -$10.3M -47,600 -95%
FM
1625
Family Management
New York
$449K +$6.7K +31 +1%

UNP Hedge Fund Activity: Q3 2021 in Review

2,167 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2021, worth a combined $98.2B — down 12% from $112B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new UNP positions and 123 closed out — a net gain of 6 holders — while 946 added to existing stakes and 728 trimmed.

The largest buyer was Soroban Capital Partners, adding an estimated $385M. The largest seller was Fidelity Investments, cutting an estimated $1.22B.

  • 2,167 institutional investors held Union Pacific (UNP) as of Q3 2021, down from 2,193 in Q2 2021.
  • Funds reported $98.2B of Union Pacific stock for Q3 2021, down 12% quarter-over-quarter.
  • 129 funds opened new Union Pacific positions in Q3 2021 and 123 closed out, a net change of +6 holders.
  • The largest Union Pacific buyer in Q3 2021 was Soroban Capital Partners, an estimated $385M added.
  • The largest Union Pacific seller in Q3 2021 was Fidelity Investments, an estimated $1.22B sold.

Based on aggregated 13F filings for Q3 2021.