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Union Pacific

2,561 hedge funds and large institutions have $110B invested in Union Pacific in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,021 increasing their positions, 986 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $731M

4% more repeat investments, than reductions

Existing positions increased: 1,021 | Existing positions reduced: 986

0.17% more ownership

Funds ownership: 79.51%79.68% (+0.17%)

9% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 156

2% less funds holding

Funds holding: 2,6132,561 (-52)

8% less capital invested

Capital invested by funds: $119B → $110B (-$9.03B)

22% less funds holding in top 10

Funds holding in top 10: 6349 (-14)

Holders
2,561
Holders Change
-52
Holders Change %
-1.99%
% of All Funds
36.99%
Holding in Top 10
49
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-22.22%
% of All Funds
0.71%
New
142
Increased
1,021
Reduced
986
Closed
156
Calls
$1.11B
Puts
$731M
Net Calls
+$382M
Net Calls Change
-$87.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1726
WFA Asset Management
Wisconsin
$565K +$6.33K +27 +1%
LA
1727
Legacy Advisors
Pennsylvania
$564K +$17.1K +73 +3%
SI
1728
Saxon Interests
Texas
$564K +$3.75K +16 +0.6%
CMS
1729
Capital Market Strategies
Florida
$560K -$8.44K -36 -1%
DI
1730
Diligent Investors
California
$560K +$17.1K +73 +3%
FFA
1731
Founders Financial Alliance
North Carolina
$559K -$13.8K -59 -2%
FMLI
1732
Fukoku Mutual Life Insurance
Japan
$558K -$30.5K -130 -5%
PFA
1733
Pure Financial Advisors
California
$558K +$578K +2,467 New
DRD
1734
Dennis R. Delaney
$558K -$152K -648 -21%
DFCM
1735
Dark Forest Capital Management
Puerto Rico
$558K +$306K +1,307 +113%
TIA
1736
Tiemann Investment Advisors
California
$557K -$42.9K -183 -7%
CFMC
1737
Curbstone Financial Management Corp
New Hampshire
$556K -$41.7K -178 -7%
HCMG
1738
Howard Capital Management Group
California
$556K
BEI
1739
Benjamin Edwards Inc
Missouri
$555K +$43.4K +185 +8%
TSWM
1740
Triangle Securities Wealth Management
North Carolina
$555K -$15.5K -66 -3%
MJP
1741
Michael J. Puzo
$554K -$49.2K -210 -8%
SHGA
1742
Sand Hill Global Advisors
California
$554K -$2.58K -11 -0.4%
B
1743
Bellecapital
Switzerland
$552K
CST
1744
Charles Schwab Trust
Nevada
$550K +$23.4K +100 +4%
LWMG
1745
Levy Wealth Management Group
Pennsylvania
$549K
FDCP
1746
Foster Dykema Cabot & Partners
Massachusetts
$545K
AWA
1747
Arkadios Wealth Advisors
Georgia
$542K +$102K +435 +22%
SSWG
1748
Seven Springs Wealth Group
Tennessee
$542K -$703 -3 -0.1%
EFMC
1749
Empire Financial Management Company
New York
$541K
MFG
1750
MidWestOne Financial Group
Iowa
$541K -$12K -51 -2%

UNP Hedge Fund Activity: Q2 2024 in Review

2,561 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2024, worth a combined $110B — down 7.6% from $119B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of UNP and 142 opened new positions — a net loss of 14 holders — while 986 trimmed existing stakes and 1,021 added.

The largest buyer was Marshall Wace, adding an estimated $288M. The largest seller was Principal Financial Group, cutting an estimated $417M.

  • 2,561 institutional investors held Union Pacific (UNP) as of Q2 2024, down from 2,613 in Q1 2024.
  • Funds reported $110B of Union Pacific stock for Q2 2024, down 7.6% quarter-over-quarter.
  • 142 funds opened new Union Pacific positions in Q2 2024 and 156 closed out, a net change of -14 holders.
  • The largest Union Pacific buyer in Q2 2024 was Marshall Wace, an estimated $288M added.
  • The largest Union Pacific seller in Q2 2024 was Principal Financial Group, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2024.