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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
GCAC
1626
Guardian Capital Advisors (Canada)
Ontario, Canada
$506K
IWP
1627
Icon Wealth Partners
Texas
$505K +$13.8K +62 +3%
CFD
1628
Creative Financial Designs
Indiana
$504K +$77.7K +349 +18%
MAM
1629
McLean Asset Management
Virginia
$502K +$3.79K +17 +0.7%
RIA
1630
Realta Investment Advisors
Delaware
$502K +$28.5K +128 +6%
Verition Fund Management
1631
Verition Fund Management
Connecticut
$501K -$166K -747 -25%
HIC
1632
Harvey Investment Company
Kentucky
$500K
DIA
1633
Dana Investment Advisors
Wisconsin
$497K -$41.4K -186 -8%
FM
1634
Family Management
New York
$497K +$222K +995 +79%
FMTC
1635
Farmers & Merchants Trust Company
California
$496K -$31K -139 -6%
VCM
1636
Versant Capital Management
Arizona
$496K -$891 -4 -0.2%
TFA
1637
Trinity Financial Advisors
Ohio
$495K
WA
1638
WealthTrust Axiom
Pennsylvania
$495K
HCM
1639
Hengehold Capital Management
Ohio
$495K +$214K +960 +74%
CWP
1640
Concord Wealth Partners
Virginia
$491K +$95.8K +430 +24%
MIC
1641
Means Investment Company
Maine
$490K +$5.79K +26 +1%
IA
1642
IFG Advisory
Georgia
$488K -$66.4K -298 -12%
DA
1643
Detalus Advisors
Missouri
$488K
SVWAG
1644
Sound View Wealth Advisors Group
Georgia
$487K -$7.13K -32 -1%
BWM
1645
BCS Wealth Management
Tennessee
$487K +$119K +533 +32%
CCA
1646
Childress Capital Advisors
Texas
$484K -$62.1K -279 -11%
BCAM
1647
Boston Common Asset Management
Massachusetts
$483K +$30.1K +135 +7%
EIG
1648
Ellenbecker Investment Group
Wisconsin
$482K +$488K +2,190 New
LAM
1649
LifePro Asset Management
California
$481K
AFC
1650
AFT Forsyth & Company
Florida
$479K

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.