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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
CIS
1801
Connors Investor Services
Pennsylvania
$309K
SN
1802
Sittner & Nelson
Oregon
$309K
SXL
1803
Summit X LLC
Missouri
$309K +$864 +4 +0.3%
FAM
1804
Fenimore Asset Management
New York
$305K
EBSAM
1805
Eubel Brady & Suttman Asset Management
Ohio
$304K -$103K -479 -24%
GCM
1806
Gables Capital Management
Florida
$304K
FAM
1807
Formidable Asset Management
Ohio
$304K +$11.2K +52 +3%
PPG
1808
Peak Planning Group
Colorado
$303K +$334K +1,547 New
FMTCOCP
1809
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$303K
PCG
1810
Private Capital Group
Connecticut
$303K +$1.73K +8 +0.5%
RW
1811
Rede Wealth
Virginia
$302K
TPA
1812
Trivium Point Advisory
Connecticut
$302K +$216 +1 +0.1%
GKWIM
1813
Gerber Kawasaki Wealth & Investment Management
California
$302K +$334K +1,545 New
MIC
1814
Meridian Investment Counsel
California
$301K
FSA
1815
Fort Sheridan Advisors
Illinois
$301K +$332K +1,538 New
MCM
1816
McMillion Capital Management
North Carolina
$300K -$22.5K -104 -6%
LC
1817
Lindbrook Capital
California
$300K -$3.24K -15 -1%
OIS
1818
Okabena Investment Services
Minnesota
$300K
CIP
1819
Convergence Investment Partners
Florida
$299K -$13.8K -64 -4%
MPW
1820
Monterey Private Wealth
California
$299K
CRCM
1821
Corbett Road Capital Management
Virginia
$298K -$135K -623 -29%
PIA
1822
Perennial Investment Advisors
California
$298K -$8.21K -38 -2%
GEA
1823
Glen Eagle Advisors
New Jersey
$296K +$216 +1 +0.1%
GFP
1824
Gryphon Financial Partners
Ohio
$296K -$24.6K -114 -7%
PO
1825
Private Ocean
California
$295K +$3.46K +16 +1%

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.