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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
MAM
1676
Morse Asset Management
Connecticut
$407K
FNBSF
1677
First National Bank Sioux Falls
South Dakota
$405K
SFG
1678
StrategIQ Financial Group
Indiana
$404K +$41K +190 +10%
MSS
1679
Mitchell Sinkler & Starr
Pennsylvania
$402K +$40K +185 +10%
CLOS
1680
Compagnie Lombard Odier SCmA
Switzerland
$401K
KMWM
1681
Keudell/Morrison Wealth Management
Oregon
$401K +$3.24K +15 +0.7%
RWM
1682
Reston Wealth Management
Virginia
$400K -$4.32K -20 -1%
FFA
1683
Founders Financial Alliance
North Carolina
$399K +$24.4K +113 +6%
GA
1684
Greenhaven Associates
New York
$398K
HPWM
1685
Highland Private Wealth Management
Washington
$398K +$12.3K +57 +3%
PP
1686
PDS Planning
Ohio
$398K +$30.9K +143 +8%
BFIC
1687
Bedell Frazier Investment Counselling
California
$396K
UC
1688
Unio Capital
New Jersey
$396K +$436K +2,021 New
DLCIG
1689
D.L. Carlson Investment Group
New Hampshire
$395K
FCFC
1690
First Citizens Financial Corp
Iowa
$395K
EA
1691
Eclectic Associates
California
$394K
JAFL
1692
Jay A. Fishman Ltd
Michigan
$392K
ACM
1693
Armbruster Capital Management
New York
$392K
S
1694
Seeyond
France
$391K -$643K -2,978 -60%
NED
1695
Nancy E. Dempze
$385K
VFM
1696
Vivid Financial Management
California
$382K -$19K -88 -4%
TFF
1697
The Family Firm
Maryland
$382K +$2.38K +11 +0.7%
CYG
1698
Clean Yield Group
Vermont
$382K +$83.8K +388 +25%
PHK
1699
Point72 Hong Kong
Hong Kong
$380K -$398K -1,844 -49%
WJA
1700
Willis Johnson & Associates
Texas
$378K -$15.5K -72 -4%

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.