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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
SFS
1826
Summit Financial Strategies
Ohio
$294K -$2.16K -10 -0.7%
BCM
1827
Blume Capital Management
California
$294K
LWAC
1828
Laurel Wealth Advisors (California)
California
$292K -$188K -871 -37%
CCA
1829
Cobblestone Capital Advisors
New York
$292K -$10.4K -48 -3%
FBFS
1830
First Business Financial Services
Wisconsin
$292K
AssetMark Inc
1831
AssetMark Inc
California
$291K -$4.97K -23 -2%
OAM
1832
Oak Asset Management
California
$290K
STC
1833
Sarah T. Connolly
$290K
FHC
1834
First Heartland Consultants
Missouri
$290K +$56.1K +260 +21%
APW
1835
Acima Private Wealth
Virginia
$289K
HBT
1836
Heartland Bank & Trust
Illinois
$287K
Members Trust
1837
Members Trust
Florida
$286K
DA
1838
DSC Advisors
Illinois
$286K +$33.5K +155 +12%
FWP
1839
FAS Wealth Partners
Kansas
$286K +$96.5K +447 +44%
ESBC
1840
E.S. Barr & Co
Kentucky
$285K +$2.16K +10 +0.7%
KCPG
1841
Kavar Capital Partners Group
Kansas
$284K -$43.2K -200 -12%
DW
1842
Domani Wealth
Pennsylvania
$282K
VCM
1843
Vivaldi Capital Management
Illinois
$282K
LWA
1844
Lineweaver Wealth Advisors
Ohio
$282K +$68K +315 +28%
SCM
1845
Southport Capital Management
Tennessee
$281K -$73.4K -340 -19%
SAM
1846
Secure Asset Management
Michigan
$280K -$9.5K -44 -3%
SWK
1847
Stephen W. Kidder
$279K
EFM
1848
E Fund Management
China
$277K +$305K +1,411 New
BWP
1849
BSW Wealth Partners
Colorado
$276K -$432 -2 -0.1%
TCM
1850
Tradewinds Capital Management
Washington
$275K

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.