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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
GF
1751
Gabelli Funds
New York
$383K -$14.5K -65 -4%
SF
1752
Symphony Financial
Texas
$382K -$303K -1,359 -44%
HR
1753
Hardy Reed
Mississippi
$382K -$1.11K -5 -0.3%
AF
1754
Affiance Financial
Minnesota
$381K
SC
1755
Searle & Co
Connecticut
$381K
HI
1756
Hudock Inc
Pennsylvania
$378K +$1.56K +7 +0.4%
BOS
1757
Bank of Stockton
California
$373K -$6.24K -28 -2%
GAM
1758
Gould Asset Management
California
$371K +$21.2K +95 +6%
CCMINC
1759
Cardinal Capital Management Inc (North Carolina)
North Carolina
$368K
AWM
1760
Aevitas Wealth Management
Massachusetts
$368K +$1.34K +6 +0.4%
HHGA
1761
Halbert Hargrove Global Advisors
California
$367K +$22.3K +100 +6%
TFF
1762
The Family Firm
Maryland
$366K +$891 +4 +0.2%
SCM
1763
Silvant Capital Management
Georgia
$364K
BHB
1764
Bank Hapoalim BM
Israel
$364K +$66.6K +299 +22%
KCPG
1765
Kavar Capital Partners Group
Kansas
$363K -$356K -1,600 -49%
HFM
1766
Harvest Fund Management
China
$360K -$84.4K -379 -19%
MCM
1767
McMillion Capital Management
North Carolina
$359K
BSSFA
1768
Baron Silver Stevens Financial Advisors
Florida
$359K +$363K +1,632 New
ACA
1769
Atlas Capital Advisors
Wyoming
$359K +$8.91K +40 +3%
EGA
1770
E&G Advisors
Texas
$358K -$362K -1,627 Closed
CCM
1771
Crew Capital Management
Ohio
$358K -$60.1K -270 -14%
SWA
1772
SOA Wealth Advisors
New York
$358K +$57.9K +260 +19%
SG
1773
StoneX Group
New York
$356K +$4.23K +19 +1%
KFP
1774
KB Financial Partners
New Jersey
$355K -$313K -1,407 -47%
DBRC
1775
D.B. Root & Company
Pennsylvania
$355K -$19.1K -86 -5%

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.