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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
SC
1626
Steph & Co
Wisconsin
$449K +$146K +675 +42%
RIA
1627
Realta Investment Advisors
Delaware
$448K +$1.3K +6 +0.3%
HIC
1628
Harvey Investment Company
Kentucky
$446K
AAM
1629
Aureus Asset Management
Massachusetts
$446K +$35.4K +164 +8%
SMH
1630
Sanders Morris Harris
Texas
$445K
AFP
1631
Ausdal Financial Partners
Iowa
$445K +$74.5K +345 +18%
PCP
1632
Proficio Capital Partners
Massachusetts
$443K -$14.9K -69 -3%
FMTC
1633
Farmers & Merchants Trust Company
California
$442K
VCM
1634
Versant Capital Management
Arizona
$441K -$1.73K -8 -0.4%
HCM
1635
Hengehold Capital Management
Ohio
$441K
TFA
1636
Trinity Financial Advisors
Ohio
$441K
WA
1637
WealthTrust Axiom
Pennsylvania
$441K
MIC
1638
Means Investment Company
Maine
$439K +$2.81K +13 +0.6%
WI
1639
WrapManager Inc
California
$437K -$31.3K -145 -6%
DA
1640
Detalus Advisors
Missouri
$435K
BP
1641
BBR Partners
New York
$435K +$479K +2,220 New
CFO
1642
CVA Family Office
Colorado
$434K -$175K -809 -27%
BWM
1643
BCS Wealth Management
Tennessee
$434K
GWM
1644
Greenwich Wealth Management
Connecticut
$432K +$10.4K +48 +2%
KP
1645
Keel Point
Alabama
$432K +$72.1K +334 +18%
MC
1646
Machina Capital
France
$431K +$475K +2,200 New
PFGIA
1647
Patriot Financial Group Insurance Agency
Massachusetts
$430K +$6.91K +32 +1%
TC
1648
Trust Company
Kansas
$429K -$48.6K -225 -9%
MA
1649
MCF Advisors
Kentucky
$429K +$54.6K +253 +13%
SC
1650
Solstein Capital
California
$429K +$346K +1,600 +272%

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.