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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
CCM
1776
Crew Capital Management
Ohio
$319K
LWP
1777
Lumature Wealth Partners
Georgia
$319K +$60.9K +282 +21%
EGA
1778
E&G Advisors
Texas
$319K +$351K +1,627 New
EIG
1779
Ellenbecker Investment Group
Wisconsin
$318K -$123K -568 -26%
ZIM
1780
Zacks Investment Management
Illinois
$317K -$49.7K -230 -12%
LDFR
1781
Lehman & Derafelo Financial Resources
Pennsylvania
$317K
CIG
1782
Cairn Investment Group
Washington
$315K
HFM
1783
Harvest Fund Management
China
$315K
Canada Life
1784
Canada Life
Manitoba, Canada
$314K -$4.43M -20,521 -93%
AIIMS
1785
Analyst IMS Investment Management Services
Israel
$314K -$865K -4,004 -71%
LIA
1786
LS Investment Advisors
Michigan
$314K
OCPWS
1787
One Charles Private Wealth Services
Massachusetts
$314K +$216 +1 +0.1%
AWA
1788
Acorn Wealth Advisors
Michigan
$314K +$864 +4 +0.3%
SWM
1789
Stockman Wealth Management
Montana
$313K
HHGA
1790
Halbert Hargrove Global Advisors
California
$312K -$16K -74 -4%
KFI
1791
Key Financial Inc
Pennsylvania
$312K
DS
1792
DRW Securities
Illinois
$312K +$344K +1,593 New
LSPW
1793
Lake Street Private Wealth
Illinois
$311K -$75.6K -350 -18%
NQWM
1794
Northwest Quadrant Wealth Management
Oregon
$311K -$51.2K -237 -13%
SFA
1795
Souders Financial Advisors
Ohio
$311K +$3.46K +16 +1%
IA
1796
Insight Advisors
Pennsylvania
$311K +$6.48K +30 +2%
SWA
1797
SOA Wealth Advisors
New York
$310K -$9.93K -46 -3%
AG
1798
AlphaSimPlex Group
Massachusetts
$309K -$246K -1,139 -42%
CAN
1799
Claraphi Advisory Network
United States
$309K -$71K -329 -17%
SIC
1800
Samalin Investment Counsel
New York
$309K -$1.51K -7 -0.4%

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.