We are live on ! Find out more
UNP icon

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
BOS
1651
Bingham Osborn & Scarborough
California
$428K -$149K -692 -24%
FWM
1652
Focused Wealth Management
New York
$428K +$1.94K +9 +0.4%
IWA
1653
Intercontinental Wealth Advisors
Texas
$427K -$108K -500 -19%
AFC
1654
AFT Forsyth & Company
Florida
$427K
SDWIA
1655
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$427K +$133K +614 +39%
WI
1656
Wintrust Investments
Illinois
$426K -$432 -2 -0.1%
NFG
1657
Nations Financial Group
Iowa
$426K +$469K +2,173 New
BCAM
1658
Boston Common Asset Management
Massachusetts
$425K -$5.62K -26 -1%
TAIM
1659
TD Ameritrade Investment Management
Nebraska
$425K +$465K +2,153 +30,757%
CAG
1660
Crestwood Advisors Group
Massachusetts
$424K -$49.7K -230 -10%
SFWC
1661
Strategic Family Wealth Counselors
New Jersey
$423K
RC
1662
Resolution Capital
Australia
$423K +$466K +2,160 New
PSC
1663
Prentiss Smith & Co
Vermont
$422K
RWM
1664
Refined Wealth Management
Utah
$421K +$2.59K +12 +0.6%
SVWAG
1665
Sound View Wealth Advisors Group
Georgia
$420K -$15.8K -73 -3%
CII
1666
Capital International Inc
California
$419K
FCIM
1667
Fairview Capital Investment Management
California
$417K
PG
1668
Patten Group
Tennessee
$416K
CCA
1669
Childress Capital Advisors
Texas
$414K -$18.4K -85 -4%
TC
1670
Tatro Capital
Kentucky
$414K
ADIM
1671
Alpha DNA Investment Management
Maryland
$413K
QI
1672
Qtron Investments
Massachusetts
$412K -$1.23M -5,712 -73%
RVPG
1673
Relative Value Partners Group
$412K -$3.02K -14 -0.7%
CAC
1674
Certified Advisory Corp
Florida
$412K +$11.9K +55 +3%
CBT
1675
CoreFirst Bank & Trust
Kansas
$410K -$14.7K -68 -3%

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.