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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
HPWM
1701
Highland Private Wealth Management
Washington
$434K +$3.56K +16 +0.8%
LSPW
1702
Lake Street Private Wealth
Illinois
$433K -$14.3K -64 -3%
NED
1703
Nancy E. Dempze
$431K +$8.46K +38 +2%
ETC
1704
Exchange Traded Concepts
Oklahoma
$431K +$310K +1,391 +245%
SLF
1705
Sun Life Financial
Ontario, Canada
$426K -$100K -450 -19%
MA
1706
MCF Advisors
Kentucky
$426K +$63.9K +287 +17%
ARC
1707
Advisor Resource Council
Texas
$425K +$430K +1,933 New
AFP
1708
Ausdal Financial Partners
Iowa
$424K +$16.9K +76 +4%
FFA
1709
Founders Financial Alliance
North Carolina
$422K +$10.7K +48 +3%
CWG
1710
Cornerstone Wealth Group
North Carolina
$421K +$6.46K +29 +1%
MAM
1711
Marotta Asset Management
Virginia
$421K +$2K +9 +0.5%
CAN
1712
Claraphi Advisory Network
United States
$419K +$6.46K +29 +2%
FPGK
1713
Financial Partners Group (Kansas)
Kansas
$418K +$1.78K +8 +0.4%
PWM
1714
PBMares Wealth Management
Virginia
$416K -$31.2K -140 -7%
DAM
1715
Delta Asset Management
Tennessee
$416K
PP
1716
PDS Planning
Ohio
$415K +$26.1K +117 +7%
GF
1717
Gries Financial
Ohio
$414K -$223 -1 -0.1%
SFG
1718
StrategIQ Financial Group
Indiana
$412K -$22.3K -100 -5%
MKC
1719
M. Kraus & Co
Vermont
$412K +$19.8K +89 +5%
CPSAC
1720
Chas P. Smith & Associates (CPS)
Florida
$412K +$25.8K +116 +7%
IC
1721
Intersect Capital
California
$412K +$51.4K +231 +14%
KP
1722
Keel Point
Alabama
$411K -$41K -184 -9%
MSS
1723
Mitchell Sinkler & Starr
Pennsylvania
$410K
DDC
1724
DF Dent & Co
Maryland
$410K +$26.5K +119 +7%
XF
1725
XML Financial
Maryland
$410K +$51K +229 +14%

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.