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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
FFA
1751
First Foundation Advisors
California
$540K -$199K -848 -26%
CP
1752
Canopy Partners
Ohio
$539K -$8.44K -36 -1%
WMA
1753
Wealth Management Associates
New Jersey
$538K
BFA
1754
Bill Few Associates
Pennsylvania
$537K +$9.61K +41 +2%
TIA
1755
Traphagen Investment Advisors
New Jersey
$537K +$469 +2 +0.1%
HWA
1756
HHM Wealth Advisors
Tennessee
$537K -$6.56K -28 -1%
GWM
1757
GDS Wealth Management
Texas
$536K -$4.22K -18 -0.8%
HC
1758
Hara Capital
Washington
$535K
ACM
1759
Armbruster Capital Management
New York
$534K +$703 +3 +0.1%
MF
1760
Montis Financial
Massachusetts
$533K -$398K -1,700 -42%
RWM
1761
Refined Wealth Management
Utah
$532K +$5.86K +25 +1%
SMH
1762
Sanders Morris Harris
Texas
$532K
CWM
1763
CarsonAllaria Wealth Management
Illinois
$531K
MIFH
1764
Migdal Insurance & Financial Holdings
Israel
$531K
SFWC
1765
Strategic Family Wealth Counselors
New Jersey
$530K
GAMC
1766
Garner Asset Management Corp
Texas
$529K -$469 -2 -0.1%
LAM
1767
L2 Asset Management
Massachusetts
$528K +$49.2K +210 +10%
SWA
1768
SFMG Wealth Advisors
Texas
$523K +$1.17K +5 +0.2%
TNAM
1769
Terra Nova Asset Management
New York
$523K +$234 +1 +0%
RMAM
1770
Raab & Moskowitz Asset Management
New Jersey
$522K -$8.44K -36 -2%
HCMT
1771
Highland Capital Management (Tennessee)
Tennessee
$522K -$1.88K -8 -0.3%
NJIM
1772
Nabity-Jensen Investment Management
Nebraska
$519K +$31.2K +133 +6%
CCA
1773
Cobblestone Capital Advisors
New York
$519K +$234 +1 +0%
MC
1774
Matisse Capital
Oregon
$518K
HIG
1775
Heritage Investment Group
Florida
$518K

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.