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Union Pacific

2,561 hedge funds and large institutions have $110B invested in Union Pacific in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,021 increasing their positions, 986 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $731M

4% more repeat investments, than reductions

Existing positions increased: 1,021 | Existing positions reduced: 986

0.17% more ownership

Funds ownership: 79.51%79.68% (+0.17%)

9% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 156

2% less funds holding

Funds holding: 2,6132,561 (-52)

8% less capital invested

Capital invested by funds: $119B → $110B (-$9.03B)

22% less funds holding in top 10

Funds holding in top 10: 6349 (-14)

Holders
2,561
Holders Change
-52
Holders Change %
-1.99%
% of All Funds
36.99%
Holding in Top 10
49
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-22.22%
% of All Funds
0.71%
New
142
Increased
1,021
Reduced
986
Closed
156
Calls
$1.11B
Puts
$731M
Net Calls
+$382M
Net Calls Change
-$87.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1826
SeaCrest Wealth Management
New York
$474K -$70.5K -301 -13%
SDWIA
1827
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$473K
1WM
1828
1900 Wealth Management
Texas
$473K
SCM
1829
Steele Capital Management
Iowa
$471K -$17.6K -75 -3%
FFG
1830
Fiduciary Financial Group
California
$468K +$452K +1,927 New
SFG
1831
Sunburst Financial Group
Alabama
$468K -$34.9K -149 -7%
FWTB
1832
First Western Trust Bank
Colorado
$467K -$1.17K -5 -0.2%
FCIM
1833
Fairview Capital Investment Management
California
$467K -$19K -81 -4%
MIM
1834
Morningstar Investment Management
Illinois
$467K
GWMR
1835
GC Wealth Management RIA
Massachusetts
$466K -$30K -128 -6%
FSC
1836
Full Sail Capital
Oklahoma
$466K -$18.3K -78 -4%
VCM
1837
Versant Capital Management
Arizona
$465K +$44.1K +188 +10%
CWM
1838
Calamos Wealth Management
Illinois
$461K +$18.5K +79 +4%
EFG
1839
Everhart Financial Group
Ohio
$460K +$112K +478 +31%
GA
1840
Greenhaven Associates
New York
$460K
EFG
1841
Embree Financial Group
Illinois
$458K -$13.6K -58 -3%
SFS
1842
Sharp Financial Services
Pennsylvania
$455K +$176K +750 +60%
SC
1843
Solstein Capital
California
$454K
SW
1844
SteelPeak Wealth
California
$453K +$5.86K +25 +1%
CBT
1845
CoreFirst Bank & Trust
Kansas
$453K -$164K -700 -26%
DA
1846
Detalus Advisors
Missouri
$453K +$5.16K +22 +1%
CLOS
1847
Compagnie Lombard Odier SCmA
Switzerland
$453K
SW
1848
SkyOak Wealth
Michigan
$452K
AW
1849
Avion Wealth
Texas
$452K +$6.09K +26 +1%
AC
1850
Allstate Corporation
Illinois
$451K +$3.98K +17 +0.9%

UNP Hedge Fund Activity: Q2 2024 in Review

2,561 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2024, worth a combined $110B — down 7.6% from $119B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of UNP and 142 opened new positions — a net loss of 14 holders — while 986 trimmed existing stakes and 1,021 added.

The largest buyer was Marshall Wace, adding an estimated $288M. The largest seller was Principal Financial Group, cutting an estimated $417M.

  • 2,561 institutional investors held Union Pacific (UNP) as of Q2 2024, down from 2,613 in Q1 2024.
  • Funds reported $110B of Union Pacific stock for Q2 2024, down 7.6% quarter-over-quarter.
  • 142 funds opened new Union Pacific positions in Q2 2024 and 156 closed out, a net change of -14 holders.
  • The largest Union Pacific buyer in Q2 2024 was Marshall Wace, an estimated $288M added.
  • The largest Union Pacific seller in Q2 2024 was Principal Financial Group, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2024.