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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
TSW
1776
Thompson Siegel & Walmsley
Virginia
$355K -$11.8K -53 -3%
HFP
1777
Holistic Financial Partners
Indiana
$355K -$668 -3 -0.2%
LDFR
1778
Lehman & Derafelo Financial Resources
Pennsylvania
$355K +$3.56K +16 +1%
SC
1779
Steph & Co
Wisconsin
$355K +$61K +274 +20%
CIG
1780
Cairn Investment Group
Washington
$354K
LIA
1781
LS Investment Advisors
Michigan
$353K -$3.25M -14,591 -90%
FUBT
1782
First United Bank & Trust
Maryland
$353K +$29.4K +132 +9%
PCA
1783
Pallas Capital Advisors
Massachusetts
$353K +$361K +1,623 New
WC
1784
Wexford Capital
Florida
$352K
OCPWS
1785
One Charles Private Wealth Services
Massachusetts
$352K +$356K +1,599 New
SWM
1786
Stockman Wealth Management
Montana
$351K -$33.4K -150 -9%
AWA
1787
Acorn Wealth Advisors
Michigan
$351K +$445 +2 +0.1%
CIP
1788
Convergence Investment Partners
Florida
$349K -$16.9K -76 -5%
SIC
1789
Samalin Investment Counsel
New York
$349K +$8.24K +37 +2%
KFI
1790
Key Financial Inc
Pennsylvania
$348K
SN
1791
Sittner & Nelson
Oregon
$347K
CIS
1792
Connors Investor Services
Pennsylvania
$346K
SFA
1793
Souders Financial Advisors
Ohio
$345K +$1.11K +5 +0.3%
SDWIA
1794
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$344K
CYG
1795
Clean Yield Group
Vermont
$344K +$44.5K +200 +15%
BA
1796
Bluesphere Advisors
Pennsylvania
$343K
SXL
1797
Summit X LLC
Missouri
$343K +$223 +1 +0.1%
PIA
1798
Perennial Investment Advisors
California
$342K -$1.78K -8 -0.5%
FAM
1799
Fenimore Asset Management
New York
$342K
GCM
1800
Gables Capital Management
Florida
$341K

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.