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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
MAM
1676
Morse Asset Management
Connecticut
$456K
FNBSF
1677
First National Bank Sioux Falls
South Dakota
$454K
RWM
1678
Reston Wealth Management
Virginia
$453K +$445 +2 +0.1%
VCA
1679
Verdence Capital Advisors
Maryland
$452K +$1.34K +6 +0.3%
BL
1680
Balentine LLC
Georgia
$452K +$13.8K +62 +3%
CLOS
1681
Compagnie Lombard Odier SCmA
Switzerland
$451K
CAC
1682
Certified Advisory Corp
Florida
$451K +$26.7K +120 +6%
HIM
1683
HughesLittle Investment Management
$451K
DCM
1684
Donaldson Capital Management
Indiana
$450K -$23.4K -105 -5%
CCM
1685
Carderock Capital Management
Maryland
$450K -$12.5K -56 -3%
EBSAM
1686
Eubel Brady & Suttman Asset Management
Ohio
$448K -$452K -2,031 -50%
FPS
1687
Fieldpoint Private Securities
Connecticut
$448K -$33.4K -150 -7%
VFM
1688
Vivid Financial Management
California
$448K -$20.5K -92 -4%
KMWM
1689
Keudell/Morrison Wealth Management
Oregon
$447K -$26.5K -119 -6%
GA
1690
Greenhaven Associates
New York
$447K
BFIC
1691
Bedell Frazier Investment Counselling
California
$444K
FCFC
1692
First Citizens Financial Corp
Iowa
$444K
DLCIG
1693
D.L. Carlson Investment Group
New Hampshire
$443K -$45K -202 -9%
SDWMA
1694
Schneider Downs Wealth Management Advisors
Pennsylvania
$442K -$7.79K -35 -2%
EA
1695
Eclectic Associates
California
$442K
ACM
1696
Armbruster Capital Management
New York
$440K
WJA
1697
Willis Johnson & Associates
Texas
$440K +$2.67K +12 +0.6%
JAFL
1698
Jay A. Fishman Ltd
Michigan
$440K
JPG
1699
Jordan Park Group
California
$436K +$15.4K +69 +4%
CPWA
1700
Cerro Pacific Wealth Advisors
California
$435K +$440K +1,978 New

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.