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
MHR
1751
Matthew Hamilton Rosenberg
$339K +$92.9K +430 +33%
LA
1752
Latitude Advisors
Florida
$338K +$372K +1,724 New
IA
1753
IFG Advisory
Georgia
$337K -$108K -500 -23%
CAI
1754
Capital Advisors Inc
Oklahoma
$337K +$85.3K +395 +30%
HI
1755
Hudock Inc
Pennsylvania
$336K -$432 -2 -0.1%
WAP
1756
Wealthcare Advisory Partners
Pennsylvania
$336K +$77.3K +358 +26%
CNB
1757
Camden National Bank
Maine
$335K -$8.64K -40 -2%
FFG
1758
Ford Financial Group
California
$334K -$82.5K -382 -18%
SG
1759
StoneX Group
New York
$333K +$17.3K +80 +5%
ETC
1760
Exchange Traded Concepts
Oklahoma
$332K -$57.2K -265 -14%
VA
1761
Valmark Advisers
Ohio
$331K +$61.1K +283 +20%
SLT
1762
St Louis Trust
Missouri
$331K +$365K +1,691 New
HR
1763
Hardy Reed
Mississippi
$330K -$11.9K -55 -3%
BOS
1764
Bank of Stockton
California
$329K -$3.24K -15 -0.9%
AWM
1765
Aevitas Wealth Management
Massachusetts
$329K +$1.51K +7 +0.4%
PMFA
1766
Plante Moran Financial Advisors
Michigan
$328K +$54.6K +253 +18%
MG
1767
Mather Group
Illinois
$327K -$24.8K -115 -6%
FHA
1768
Flagship Harbor Advisors
Massachusetts
$326K
FUBT
1769
First United Bank & Trust
Maryland
$326K +$12.5K +58 +4%
SCM
1770
Silvant Capital Management
Georgia
$325K
FPCP
1771
Fort Point Capital Partners
California
$325K +$145K +672 +68%
DBRC
1772
D.B. Root & Company
Pennsylvania
$322K +$6.48K +30 +2%
NAS
1773
Nicolet Advisory Services
Wisconsin
$321K +$59.6K +276 +20%
FLII
1774
First Long Island Investors
New York
$320K -$32.4K -150 -8%
ACA
1775
Atlas Capital Advisors
Wyoming
$320K

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.