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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
STC
1826
Sarah T. Connolly
$325K
APW
1827
Acima Private Wealth
Virginia
$324K
SAM
1828
Secure Asset Management
Michigan
$324K +$5.57K +25 +2%
HBT
1829
Heartland Bank & Trust
Illinois
$322K
FEM
1830
Fulcrum Equity Management
Texas
$320K +$64.6K +290 +25%
FC
1831
Forte Capital
New York
$319K +$27.6K +124 +9%
ESBC
1832
E.S. Barr & Co
Kentucky
$318K +$54.8K +246 +21%
TC
1833
Truvestments Capital
Florida
$317K -$1.34K -6 -0.4%
DW
1834
Domani Wealth
Pennsylvania
$316K
AIM
1835
AMI Investment Management
Indiana
$314K -$20.9K -94 -6%
FSG
1836
Financial Strategies Group
Michigan
$314K +$88.4K +397 +39%
KWA
1837
KCS Wealth Advisory
California
$313K -$379K -1,701 -54%
SWK
1838
Stephen W. Kidder
$313K
TPA
1839
Trivium Point Advisory
Connecticut
$313K +$9.13K +41 +3%
PMFA
1840
Plante Moran Financial Advisors
Michigan
$313K +$12.5K +56 +4%
MPW
1841
Monterey Private Wealth
California
$313K +$13.1K +59 +4%
Members Trust
1842
Members Trust
Florida
$312K -$68.1K -306 -18%
BWP
1843
BSW Wealth Partners
Colorado
$310K -$5.57K -25 -2%
VA
1844
Valmark Advisers
Ohio
$309K -$3.34K -15 -1%
TCM
1845
Tradewinds Capital Management
Washington
$309K
SA
1846
SRH Advisors
Kansas
$308K
DWA
1847
Divergent Wealth Advisors
Utah
$307K -$49.2K -221 -14%
WIC
1848
Woodmont Investment Counsel
Tennessee
$307K +$58.8K +264 +23%
FPFS
1849
First Personal Financial Services
North Carolina
$305K -$13.1K -59 -4%
SFG
1850
Summit Financial Group
West Virginia
$304K

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.