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
FPS
1701
Fieldpoint Private Securities
Connecticut
$377K -$21.2K -98 -5%
FPGK
1702
Financial Partners Group (Kansas)
Kansas
$375K +$1.94K +9 +0.5%
EWA
1703
Exencial Wealth Advisors
Oklahoma
$374K -$152K -705 -27%
MCC
1704
Malaga Cove Capital
California
$374K +$412K +1,906 New
TFA
1705
Toth Financial Advisory
Virginia
$372K +$263K +1,220 +179%
PWM
1706
PBMares Wealth Management
Virginia
$371K
FEM
1707
Fulcrum Equity Management
Texas
$371K +$94.4K +437 +30%
CWG
1708
Cornerstone Wealth Group
North Carolina
$370K -$16.2K -75 -4%
DAM
1709
Delta Asset Management
Tennessee
$370K
FSG
1710
Financial Strategies Group
Michigan
$369K +$98K +454 +32%
MAM
1711
Marotta Asset Management
Virginia
$369K
CPSAC
1712
Chas P. Smith & Associates (CPS)
Florida
$368K +$648 +3 +0.2%
MKC
1713
M. Kraus & Co
Vermont
$368K +$864 +4 +0.2%
WA
1714
Waddell & Associates
Tennessee
$367K
WPA
1715
West Paces Advisors
Georgia
$365K +$162K +752 +68%
IWP
1716
Icon Wealth Partners
Texas
$365K -$93.1K -431 -19%
PPP
1717
Private Portfolio Partners
New Jersey
$365K +$10.6K +49 +3%
DDC
1718
DF Dent & Co
Maryland
$364K -$1.94K -9 -0.5%
SDAM
1719
Shulman DeMeo Asset Management
New York
$361K +$398K +1,844 New
ED
1720
Exane Derivatives
France
$361K -$288K -1,335 -42%
WF
1721
WoodTrust Financial
Wisconsin
$359K +$104K +480 +35%
JCM
1722
Janney Capital Management
Pennsylvania
$358K +$648 +3 +0.2%
CAAS
1723
Capital Asset Advisory Services
Michigan
$358K +$16.2K +75 +4%
MIM
1724
Macroview Investment Management
Maryland
$357K
KFP
1725
KB Financial Partners
New Jersey
$356K +$44.1K +204 +13%

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.